How do the TaxPlan Pro and TaxPlan Advanced tiers compare?

Number of user licences included

For more than 15 users talk to us about the per user rate.

Included TaxPlan Downloadable Advice Reports

Professional Firm Profit Tax Advice

Produce a Tax Advice for Professional Firm clients for the ATO's PCG 2021/4 tax ruling.

S100A Trust Distribution Options Tax Advice

Produce an advice report to outline the impact of the s100A guidelines which changes the way profits from a Discretionary Trust (also known as a Family Trust) can be allocated

Div7A Loan client advice report

Help your business clients understand the impact of the Div7A interest rate increase and advise strategies to eliminate loans efficiently

Client Action Plan Summary

This new report itemises the actions to take pre-30 June to get the right tax outcomes. Available as a stand-alone report or optionally included in the client advice report

Excel Snapshot

Export your selected tax planning estimate scenarios as an Excel Spreadsheet. Perfect for audit trails and record-keeping.

Scenario Comparison Report

Download a summary report with each tax planning scenario itemised with a final net result. Quickly highlights any applicable strategy savings compared with your “base scenario”.

TaxFlow Report to project tax payable over 18 months

Automatically show your client their tax payments over the next 18 months in a client friendly report. Incorporate this report outside of Tax Planning season to get the biggest ROI from ChangeGPS. Learn more

• Professional cover letter with optional team profiles photos
• Introduction explaining tax planning basics as well as a brief summary of recommendations and call to action
• Tax estimates report showing the taxable income before and after tax planning, tax assessed for the year and the balance of any tax payable (or refundable) 
• Itemised recommendations for each entity showing strategy, spend amount and estimated tax savings (or payable) and year-end reminders
• Alternative scenarios comprised of base scenarios and recommended tax planning scenarios so that the benefit of your advice is made very clear
• Tax calculations showing the calculations for each entity (almost like a mini tax assessment notice so you and your clients can look at what is estimated to happen for the year)
• Detailed tax adjustment strategy descriptions included (customisable)
• Auto generated comparison graphs to show income and tax saving before and after tax planning
• Summary section with strategies itemised for each entity in the client group

Tax Planning Scenarios & Calculations

TaxPlan System & Client Emails

Access to the complete Tax Planning Client Service System for team training, marketing campaigns for this service

Includes VPP email templates, Tax Planning Internal Checklist, Summary list of Tax Planning Strategies & Year End Reminders

Annual updates to tax rates & strategies

Use All Year Round 

TaxPlan is designed for year round use in various scenarios to demonstrate your value, identify opportunities and also educate your clients - learn more

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