TaxPlan
Make advisory profitable with TaxPlan.
12 articles
What entity types does Tax Plan support?
How many scenarios can I create in ChangeGPS Tax Plan?
How does Tax Plan calculate trust distributions?
What are the 56 tax planning strategies and how do I apply them?
What is the PAYG instalments section and how does it work in ChangeGPS Tax Plan?
Can I import a client group from CIM into Tax Plan?
What is the difference between the four report types in ChangeGPS Tax Plan?
What are Year-End Reminders and how do I use them in ChangeGPS Tax Plan?
How do I send the completed Tax Plan to my client for signing?
How to use Tax Plan
Tax Plan Overview
Primary production averaging — entering zero income years