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What is the annual tax review and why should I prepare one for clients in Progress?

Understand what an annual tax review is and how it presents multi-year tax performance, insights, and client advisory opportunities.

The annual tax review is a structured document that presents a client's tax position across multiple financial years, identifies trends, documents tax saving opportunities and issues, and sets the agenda for the annual review meeting. ChangeGPS Progress automates this process — instead of manually compiling data from tax returns into a Word document, you enter the figures directly into Progress and the app generates a professional review document. An annual tax review helps the client understand their year-on-year tax performance, demonstrates the accountant's proactive advisory role, and creates a documented record of the advice provided. Practices that deliver annual tax reviews typically see higher client retention and stronger advisory relationships compared to those that focus solely on compliance work.


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