ChangeGPS Knowledge Base and Support Articles
Core
Getting Started
What's New
Platform Updates
Recent Webinars
Member Update - Monthly Newsletters
Engage
Getting Started
Settings and Features
Getting Approval
Integrated Payment Options
TaxPlan
Introduction to TaxPlan
Add and Manage Client Group Entities
Getting started with your first TaxPlan
Download Additional TaxPlan Reports
Pro Tips for TaxPlan
Primary Producer
TaxPlan Advanced
Recent TaxPlan Updates
Progress
Core
Core Lite
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Member Exclusive Training Resources
Add & Manage Client Details
PROTECT Product Updates
FAQs
Manage Users
Subscription & Billing
Security & Privacy
Integrations
Xero Practice Manager (XPM)
FuseSign
GoCardless
Microsoft Outlook
Benefits Hub
FAQ
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ChangeGPS Knowledge Base and Support Articles
Core
Getting Started
What's New
Platform Updates
Recent Webinars
Member Update - Monthly Newsletters
Engage
Getting Started
Settings and Features
Getting Approval
Integrated Payment Options
TaxPlan
Introduction to TaxPlan
Add and Manage Client Group Entities
Getting started with your first TaxPlan
Download Additional TaxPlan Reports
Pro Tips for TaxPlan
Primary Producer
TaxPlan Advanced
Recent TaxPlan Updates
Progress
Core
Core Lite
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Member Exclusive Training Resources
Add & Manage Client Details
PROTECT Product Updates
FAQs
Manage Users
Subscription & Billing
Security & Privacy
Integrations
Xero Practice Manager (XPM)
FuseSign
GoCardless
Microsoft Outlook
Benefits Hub
FAQ
Core
Your next-level accounting practice in a box with over 500 best practice documents and apps
How do Core Lite and Core Pro plans compare?
Getting started with Core Pro
How to get the most value from Core Pro year round
How do I adjust and customise my reports?
Core Lite
What resources and features are available with the Core Lite Plan?
Actions
How do I save a new meeting agenda in the Actions App?
How do I review and update Action Plans post client meetings?
How do I edit or create new meeting types and agenda templates in the Actions App?
How can the Actions App help streamline client meetings and actionable outcomes?
Where do I quickly check the status of Action items?
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Blueprint
How do we connect BGL to create Blueprint structure diagrams from CAS360 client data?
What features are available with Blueprint for structure diagrams?
How do I create a Blueprint structure chart using XPM client data?
How do I create a Blueprint structure chart using BGL's CAS 360 client data?
Service Plan
What are the features and benefits of the Service Plan module?
How do I get an overview and analyse Service Plans with Potential?
How do we customise the default Service Plan services and categories to suit our firm?
How do I load and update previously saved Service Plans?
How do I add client data when creating a new Service Plan?
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Structure Advice
What are the main features of the ChangeGPS Structure Advice App?
How do I create or update a Structure Advice?
Trust Distribution Resolutions
Which client details can be pre-populated in the Trust Distribution Resolution from XPM?
Can we use the Trust Distribution Resolution for unit trusts?
Trust Distributions - where to find the required clause references in a Trust Deed
How to manage Trust Distribution Resolutions with ChangeGPS
What tools and resources are available to help manage the Section 100A Trust Distribution changes?
New VPP Client Email to recommend a Trust Deed Review
New Beneficiary Payment Instructions download for Trust Distribution Resolution update to align with Section 100A
Why accountants are best placed to prepare Trust Distribution Resolutions
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Dividend Statements
What are the key features of the Dividend Statements module in Core?
FBT
What are the key features of the FBT Report + Declarations App?
FAQs on FBT Lodgements
How do I generate a report with the FBT Report + Decs App?
Resources & Templates
On the Tax Returns & Financials Workpapers - what is the purpose of the unlinked items on the Index?
How should we use the Core Resources?
How do we know what documents have recent been updated?
What ChangeGPS Client Service Systems are available?
How to use utilise the Individual Tax Return Client Service System & Workpapers
Are we able to remove the copyright footer of the ChangeGPS Core Resources templates?
I get a security risk warning on downloaded Excel Workpapers. How do I unblock these?
What Business Valuation resources are available?
How do I use ChangeGPS Workpapers as part of my year end workflow?
How do we use the ChangeGPS workpapers (In conjunction with Xero WP)
How to use the FBT Return Client Service System
Tools & resources available for business client reviews & advisory services with a Core Pro subscription
Do you have any resources to demonstrate the benefits of a bucket company compared to a Div7A loan?
Updates to Workpapers to include New Small Business Technology Investment Boost + Skills and Training Boost
What resources do you have to help us quote and manage our client fees?
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Letters (Merge)
How do we edit and customise an advice report cover letter?
How do I use Letters (Merge)?
How do I Edit or Create Letter Templates to use in Letters (Merge) app?
Can I create custom meta tags and content blocks to use in our Letters (Merge) templates?
What are the letter templates available in Letters (Merge)?
How do I add or update my personal 'sign qualifications'
How do I send a bulk email using Letters (Merge)?
See more
