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.
