TaxPlan
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Pro
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Advanced
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Full Client Report which comprises:
- Professional cover letter with optional team profiles photos
- An introduction explaining tax planning basics as well as a brief summary of recommendations and call to action
- Tax estimates report showing the taxable income before and after tax planning, tax assessed for the year and the balance of any tax payable (or refundable)
- Itemised recommendations for each entity showing strategy, spend amount and estimated tax savings (or payable) and year-end reminders
- Alternative scenarios comprised of base scenarios and recommended tax planning scenarios so that the benefit of your advice is made very clear
- Tax calculations showing the calculations for each entity (almost like a mini tax assessment notice so you and your clients can look at what is estimated to happen for the year)
- Detailed tax adjustment strategy descriptions included (customisable)
- Auto-generated comparison graphs
- Summary for each entity and the client group
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Excel Snapshot
Export your selected tax planning estimate scenarios as an Excel Spreadsheet. Perfect for audit trails and record-keeping.
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TaxFlow Report to project tax payable over 18 months
Automatically show your client their tax payments over the next 18 months in a client-friendly report. Incorporate this report outside of tax Planning season to get the biggest ROI from ChangeGPS.
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Scenario Comparison Report
Download a summary report with each tax planning scenario itemised with a final net result. Quickly highlights any applicable strategy savings compared with your “base scenario.
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Professional Firm Profit Tax Advice
Produce Tax Advice for Professional Firm clients for the ATO's PCG 2021/4 tax ruling.
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S100A Trust Distribution Options Tax Advice
Produce an advice report to outline the impact of the s100A guidelines which changes the way profits from a Discretionary Trust (also known as a Family Trust) can be allocated
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Div7a Report
Coming Soon
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Tax Planning Scenarios & Calculation
Standardised tax planning software
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TaxPlan System & Client Emails
- Access to the complete Tax Planning Client Service System for team training, marketing campaigns for this service
- Includes VPP email templates, Tax Planning Internal Checklist, Summary list of Tax Planning Strategies & Year-End Reminders
- Annual updates to tax rates & strategies
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Client Offer Export
Export the client offer directly from TaxPlan, including the base scenario tax payable to demonstrate the value of tax planning strategies.
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