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automated-tax-receipts's Introduction

Automated Tax Receipts

Contents

  1. Introduction
  2. GUI
  3. Template Format
  4. Spreadsheet Format
  5. PDF Conversion
  6. Development Setup

Introduction

This application automates the making of tax receipts by copying data from a spreadsheet into a receipt template of .docx format.

GUI

Graphical user interface created using tkinter. alt text

Template Format

The receipt template must be of .docx format and have the following template labels in the file as placeholders for the data.

Template Labels:

  • [NAME]
  • [ADDRESS]
  • [AMOUNT]
  • [RECEIPT#]

Spreadsheet Format

The spreadsheet file must be of .xlsx, .xls, .xlsm, .xlsb, .odf, .ods, or .odt and must have the following column names.

Column Names:

  • FirstName
  • LastName
  • Address
  • Total

PDF Conversion on Linux

The receipts can be converted into PDF on Linux by running the given Bash script. This requires Libreoffice application to do the conversion. ./convert2pdf.sh

Development Setup

Python environment setup

  1. Create and activate a venv
    python3 -m venv env
    source env/bin/activate 
    
  2. Install the required python packages:
    pip3 install pandas
    pip3 install xlrd
    pip3 install openpyxl
    pip install python-docx  NOTE: pip not pip3
    pip3 install ttkthemes
    
  3. Run the app:
    python3 receipts.py
    

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