Year-End Reminders in ChangeGPS Tax Plan are action items that you create in Step 3 — Strategies to remind your client of the specific steps they need to take before 30 June to execute each tax planning strategy. For example, if you have recommended a concessional superannuation contribution for an individual, you would add a Year-End Reminder describing the amount to contribute, the fund to contribute to, and the deadline. Reminders are linked to specific entities in the group and appear in the generated tax advice document as a client action checklist. To add a reminder, navigate to Step 3 — Strategies, select the Year-End Reminders tab, and enter the reminder details.
What are Year-End Reminders and how do I use them in ChangeGPS Tax Plan?
Overview of Year‑End Reminders in Tax Plan, including setup and use in client checklists