ChangeGPS

Getting started with Structure Advice Workbook for a detailed discussion about the client’s intentions, objectives, and concerns.

Create or update a Structure Advice?

How to use the Core Pro plan's FBT Reports App to create professional FBT client advice letters.

Generate a report with the FBT Report + Decs module

Using Letters (Merge) in Core (Pro + Lite) Subscriptions

Use Letters (Merge)

Learn more about the copyright terms of use of the ChangeGPS Core Resources

Can we remove the copyright footer of the ChangeGPS Core Resources templates?

Create custom meta tags and content blocks to use in letters (merge) templates

Here's the key features of the Dividend Statements feature in Core.

Dividend Statements feature

In this article, we explain how to save a new meeting agenda in the Actions module.

Save a new meeting agenda

In this article, we explain how to review and update action plans after client meetings.

Review and update action plans

Add or check the branding settings of your account

How do we add our company branding?

Using the Index Tab in ChangeGPS Evo Workpapers

Tax Returns & Financials Workpapers: What is the purpose of the unlinked items on the Index?

Handling blocked macro files downloaded from the Internet in MS Office

I get a security risk warning on downloaded Excel Workpapers. How do I unblock these?

Adjust the margins and specify elements that will affect the way content is presented

How do I adjust the Global Letter Settings?

Search, load, update or delete a saved Service Plan Connected to XPM or with no data source connected

Load and update previously saved Service Plans?

Integrating ChangeGPS Workpapers with Xero Workpapers Workflow

Use the ChangeGPS workpapers in conjunction with Xero WP

Can I use the Trust Distribution Resolution for unit trusts?

Optional fields to enter specific clause references from a Trust Deed

Where to find the required clause references in a Trust Deed

Reviewing and Updating Trust Deeds for the Owies Case

New VPP client email to recommend a Trust Deed Review

Should Accountants or Lawyers Prepare Trust Distribution Resolutions? 

ATO Guidance

Why accountants are best placed to prepare Trust Distribution Resolutions

Formalising beneficiary entitlements and instructions

Beneficiary Payment Instructions download for Trust Distribution Resolution update to align with Section 100A

The downloadable resources are located in the platform.

Downloadable Resources Location

Your next-level accounting practice in a box with over 500 best practice documents and apps.

Core

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