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TaxPlan Pro Features
Downloadable Resources:
- Marketing System
- 4 x VPP Marketing Emails
- Client Offer Email
- Rejection of Offer Email
- Internal Checklist
TaxPlan Tools
- Generate unlimited scenarios
- Advanced distribution planning
- Updated annually and post-budget
- 90 x Pre-Written Strategies
- 5 x Advanced SMSF Strategies
- Integration with XPM and Xero Tax
Client Advice Report
- Customisable cover letter
- Detailed strategy descriptions
- 36 x Year End Action Items
- 17 x Information Advice Items
- Highlight your recommended Strategy
Additional Exports
- Workbook Calculation Report
- Scenario comparison report
- TaxFlow Report
Pre-written strategies
are just the beginning.PROADVICE IS GOLDEN
Over 90 pre-written strategies make advising easy, and unlimited scenarios make quantifying advice value easy.
MONETISE YOUR REPORTS
Cash flow and tax flow reports to monetise your insights, income-splitting, distribution & other reports on tap.
AUTOMATION IS AWESOME
Create groups by exporting XPM relationships, automatically project tax payments over 12 months.
Balance Accounting
-
-
-
TaxPlan Pro Features
Downloadable Resources:
- Marketing System
- 4 x VPP Marketing Emails
- Client Offer Email
- Rejection of Offer Email
- Internal Checklist
TaxPlan Tool
- Generate unlimited scenarios
- Advanced distribution planning
- Updated annually and post-budget
- 90 x Pre-Written Strategies
- 5 x Advanced SMSF Strategies
- Integration with XPM and Xero Tax
Client Advice Report
- Generate unlimited scenarios
- Customisable cover letter
- Detailed strategy descriptions
- 36 x Year End Action Items
- 17 x Information Advice Items
- Highlight your recommended Strategy
Additional Exports
- Workbook Calculation Report
- Scenario comparison report
- TaxFlow Report
TaxPlan Advanced Features
Advanced Client Reports
- PCG 2021/4 Professional Firm Tax Advice Report
- S100A Trust Distribution Advice Report
- Div7A Company Loan Elimination Tax Advice Report
Latest ATO updates:
- Communicate changes to clients
- Clearly explain the tax payable v audit risk profile
- Easily calculate the financial implications to clients
Pre-written strategies
are just the beginning.ADVANCEDPROADVICE IS GOLDEN
Over 90 pre-written strategies make advising easy, and unlimited scenarios make quantifying advice value easy.
MONETISE YOUR REPORTS
Cash flow and tax flow reports to monetise your insights, income-splitting, distribution & other reports on tap.
AUTOMATION IS AWESOME
Create groups by exporting XPM relationships, automatically project tax payments over 12 months.
ADVANCED CLIENT REPORTS
Automate advice with a professional plain language report on unlimited scenarios and calculations.
TAX FLOW REPORTS
Standalone professional tax reports automatically project tax over 12 months to kickstart your advisory cashflow.
SHOW STRATEGY SAVINGS
Quickly show your clients comparisons of each strategy recommended—and the tax saving difference of each one.
Balance Accounting
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TaxPlan Features
- Standardised tax planning template
- Advanced distribution planning tool
- Unlimited scenario comparisons
- Tax Plan workbook calculation report
- 5 x advanced SMSF strategies
- Scenario comparison report
- Integration with XPM and Xero Tax
- Tax planning marketing system
- Advanced SMSF strategy options
- 17 x information-only pieces of advice
- Annual budget and stimulus updates
- Client advice sign off forms
- Professional cover letter
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- Scenario Comparison report
- Tax Flow report
- Full Client report with
- Detailed strategy descriptions
- Advice only strategies
- 26 year-end action items
Pre-written strategies
are just the beginning.EnterpriseADVICE IS GOLDEN
Over 90 pre-written strategies make advising easy, and unlimited scenarios make quantifying advice value easy.
MONETISE YOUR REPORTS
Cash flow and tax flow reports to monetise your insights, income-splitting, distribution & other reports on tap.
AUTOMATION IS AWESOME
Create groups by exporting XPM relationships, automatically project tax payments over 12 months.
ADVANCED CLIENT REPORTS
Automate advice with a professional plain language report on unlimited scenarios and calculations.
TAX FLOW REPORTS
Standalone professional tax reports automatically project tax over 12 months to kickstart your advisory cashflow.
SHOW STRATEGY SAVINGS
Quickly show your clients comparisons of each strategy recommended—and the tax saving difference of each one.
CUSTOMISED SUPPORT
Build the support that most makes sense across your organisation so that standardisation is easy.
INHOUSE TRAINING
There's no point having the fastest plane if no-one can fly it—so we train where and when your staff most need it.
FEATURES ON DEMAND
Get a direct inside line on the next generation of features with a prioritised channel for feature requests.
Hansens
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