Google Workspace Integration

OAuth 2.0 Scopes

const GOOGLE_SCOPES = [
  'https://www.googleapis.com/auth/gmail.send',
  'https://www.googleapis.com/auth/gmail.compose',
  'https://www.googleapis.com/auth/documents',
  'https://www.googleapis.com/auth/spreadsheets',
  'https://www.googleapis.com/auth/drive.file'
];

Environment Variables

GOOGLE_CLIENT_ID=your_client_id
GOOGLE_CLIENT_SECRET=your_client_secret
GOOGLE_REDIRECT_URI=http://localhost:3000/api/auth/google/callback

Report Templates

1. Tax Optimization Summary Report (Google Docs)

# Tax Optimization Report for [Business Name]
## Prepared by ATO Tax Optimization Suite
## Date: [Current Date]

---

## Executive Summary
[Auto-generated summary of findings and total potential recovery]

---

## Section 1: R&D Tax Incentive (Division 355 ITAA 1997)

### Findings
- [List of identified R&D activities]

### Potential Benefit
- Eligible expenditure: $X
- Refundable offset (43.5%): $Y

### Legislation Reference
> Division 355 of the Income Tax Assessment Act 1997
> ATO Guidance: Guide to the R&D Tax Incentive

### Action Required
☐ Review identified activities with tax advisor
☐ Prepare registration with AusIndustry
☐ Document contemporaneous records

---

## Section 2: Bad Debt Recovery (Section 25-35 ITAA 1997)

### Findings
- [List of identified bad debts]

### Potential Benefit
- Total bad debts: $X
- Income tax deduction value: $Y
- GST recovery (Division 21): $Z

### Legislation Reference
> Section 25-35 ITAA 1997 - Bad debts
> Division 21 GST Act 1999 - Bad debt adjustments
> GSTR 2000/2 - GST and bad debts

### Action Required
☐ Document write-off decisions before June 30
☐ Process credit notes in Xero
☐ Include GST adjustment in next BAS

---

## Section 3: Loss Carry-Forward Analysis

### Findings
- Accumulated losses: $X
- Similar Business Test status: [PASS/UNCERTAIN/FAIL]

### Potential Benefit
- Loss utilization value: $X × tax rate = $Y

### Legislation Reference
> Division 36 ITAA 1997 - Tax losses
> Division 165/166 ITAA 1997 - Company loss tests
> LCR 2019/1 - Similar Business Test

### Action Required
☐ Consider private ruling if losses significant
☐ Document business evolution for SiBT
☐ Coordinate with tax return lodgment

---

## Section 4: ATO Payment Negotiation

### Current Position
- Outstanding debt: $X
- Less: Recoverable amounts: $Y
- Net position: $Z

### Recommended Approach
[Auto-generated based on net position]

### Legislation Reference
> Taxation Administration Act 1953
> ATO Payment Plan Guidelines

### Action Required
☐ Lodge all outstanding returns
☐ Compile financial hardship documentation
☐ Contact ATO or engage tax advisor

---

## Appendix A: Complete Findings List
[Detailed itemized list]

## Appendix B: Xero Transaction References
[List of relevant Xero transactions]

## Appendix C: Legislation Quick Reference
[All legislation citations in one place]

---

**IMPORTANT DISCLAIMER**
This report is generated by an AI-assisted analysis tool and is provided for 
informational purposes only. All recommendations should be reviewed by a 
Registered Tax Agent or qualified accountant before implementation.

---
Generated by ATO Tax Optimization Suite
[Timestamp]

2. Financial Summary Spreadsheet (Google Sheets)

Sheet 1: Executive Summary

Sheet 2: R&D Activities

Sheet 3: Bad Debts

Sheet 4: Loss History

Sheet 5: ATO Position

3. Email Template (Gmail)

Subject: Tax Optimization Analysis - [Business Name] - Action Required

Dear [Accountant Name],

I have conducted a comprehensive tax optimization analysis using the ATO Tax 
Optimization Suite and identified several opportunities that require your 
professional review.

SUMMARY OF FINDINGS:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

TOTAL POTENTIAL RECOVERY: $[AMOUNT]

Key Opportunities Identified:

1. R&D Tax Incentive (Division 355 ITAA 1997)
   Potential benefit: $[X]
   ⚠️ Registration deadline: [DATE]

2. Bad Debt Deductions (Section 25-35 ITAA 1997)
   Potential benefit: $[X]
   ⚠️ Write-off deadline: June 30

3. Loss Carry-Forward (Division 36 ITAA 1997)
   Potential benefit: $[X]
   ⚠️ Similar Business Test requires review

4. ATO Payment Negotiation
   Current debt: $[X]
   Net after offsets: $[Y]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

ATTACHMENTS:
- Tax_Optimization_Report.pdf (Full report with legislation references)
- Financial_Summary.xlsx (Detailed calculations)

ACTION REQUIRED:
Please review the attached documents and advise on:
1. Eligibility for the identified benefits
2. Any additional information required
3. Next steps for implementation
4. ATO engagement strategy (if applicable)

I would appreciate the opportunity to discuss these findings at your earliest 
convenience.

Best regards,
[Name]
[Business Name]
[Contact Details]

---
This analysis was prepared using the ATO Tax Optimization Suite.
All recommendations require professional review before implementation.

API Implementation

Google Docs Report Generation

import { google } from 'googleapis';

async function generateTaxReport(auth: any, reportData: TaxReportData) {
  const docs = google.docs({ version: 'v1', auth });
  
  // Create new document
  const createResponse = await docs.documents.create({
    requestBody: {
      title: `Tax Optimization Report - ${reportData.businessName} - ${reportData.date}`
    }
  });
  
  const documentId = createResponse.data.documentId;
  
  // Insert content using batchUpdate
  await docs.documents.batchUpdate({
    documentId,
    requestBody: {
      requests: generateReportRequests(reportData)
    }
  });
  
  return documentId;
}

Google Sheets Financial Summary

async function generateFinancialSpreadsheet(auth: any, data: FinancialData) {
  const sheets = google.sheets({ version: 'v4', auth });
  
  // Create new spreadsheet
  const createResponse = await sheets.spreadsheets.create({
    requestBody: {
      properties: {
        title: `Tax Analysis - ${data.businessName} - ${data.date}`
      },
      sheets: [
        { properties: { title: 'Executive Summary' } },
        { properties: { title: 'R&D Activities' } },
        { properties: { title: 'Bad Debts' } },
        { properties: { title: 'Loss History' } },
        { properties: { title: 'ATO Position' } }
      ]
    }
  });
  
  const spreadsheetId = createResponse.data.spreadsheetId;
  
  // Populate data
  await sheets.spreadsheets.values.batchUpdate({
    spreadsheetId,
    requestBody: {
      valueInputOption: 'USER_ENTERED',
      data: generateSheetData(data)
    }
  });
  
  return spreadsheetId;
}

Gmail Send with Attachments

async function sendToAccountant(auth: any, emailData: EmailData) {
  const gmail = google.gmail({ version: 'v1', auth });
  
  const message = createMimeMessage({
    to: emailData.accountantEmail,
    subject: `Tax Optimization Analysis - ${emailData.businessName}`,
    body: generateEmailBody(emailData),
    attachments: emailData.attachments
  });
  
  await gmail.users.messages.send({
    userId: 'me',
    requestBody: {
      raw: Buffer.from(message).toString('base64url')
    }
  });
}

Integration with Agent Fleet

Workflow Integration

The Google Workspace skill integrates with all agents:

<report_generation>
  <sources>
    <agent>rnd_tax_specialist</agent>
    <agent>bad_debt_recovery_agent</agent>
    <agent>business_transition_agent</agent>
    <agent>loss_recovery_agent</agent>
  </sources>
  <outputs>
    <google_doc>Full report with legislation</google_doc>
    <google_sheet>Financial calculations</google_sheet>
    <gmail>Direct to accountant</gmail>
  </outputs>
</report_generation>

Usage

Generate and Send Report

/send-to-accountant

This command will:

1. Compile all findings from recent analyses
2. Generate Google Doc report with legislation references
3. Generate Google Sheet with financial calculations
4. Send via Gmail to configured accountant email

Configuration

<accountant_config>
  <name>Your Accountant Name</name>
  <email>[email protected]</email>
  <firm>Accounting Firm Name</firm>
  <cc_emails>
    <email>[email protected]</email>
  </cc_emails>
</accountant_config>