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What is the difference between the four report types in ChangeGPS Tax Plan?

Overview of Tax Plan report types, including full report, tax flow, comparison and Excel export

ChangeGPS Tax Plan offers four report types in Step 4 — Preview & Send. The Full Tax Plan report is a comprehensive advice document that includes all scenarios, strategy summaries, distribution details, PAYG projections, and year-end action items — this is the standard report to use for annual tax planning meetings. The Tax Flow report is a condensed summary showing how income flows through to tax payable for the recommended scenario, suitable for a quick overview or follow-up communication. The Comparison report is a side-by-side table showing all scenarios, making it easy to present the scenario options to your client in a focused format. The Excel export provides raw data across all entities and scenarios in a spreadsheet for further analysis or internal reporting.


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