ChangeGPS Knowledge Base and Support Articles
Core
Getting Started
What's New
Platform Updates
Engage
Getting Started
Settings and Features
Client Acceptance
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
Progress
Core
Core Lite
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Add & Manage Client Details
Create an Advice Report
Custom Settings
FAQs
Manage Users
Subscription & Billing
Integrations
Access HandiSoft (On Premise)
Xero Practice Manager (XPM)
FuseSign
GoCardless
Benefits Hub
FAQ
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ChangeGPS Knowledge Base and Support Articles
Core
Getting Started
What's New
Platform Updates
Engage
Getting Started
Settings and Features
Client Acceptance
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
Progress
Core
Core Lite
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Add & Manage Client Details
Create an Advice Report
Custom Settings
FAQs
Manage Users
Subscription & Billing
Integrations
Access HandiSoft (On Premise)
Xero Practice Manager (XPM)
FuseSign
GoCardless
Benefits Hub
FAQ
Core
Your next-level accounting practice in a box with over 500 best practice documents and apps
How to get the most value from Core Pro year round
How do Core Lite and Core Pro plans compare?
Getting started with Core Pro
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 I connect BGL to create Blueprint structure diagrams from CAS360 client data?
Create a Blueprint structure chart using XPM client details
What features are available with Blueprint for structure diagrams?
How do I create a Blueprint structure chart using BGL's CAS 360 client data?
Service Plan
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?
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
Where to find the required clause references in a Trust Deed
Can I use the Trust Distribution Resolution for unit trusts?
Which client details can be pre-populated in the Trust Distribution Resolution from XPM?
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
How do I generate a report with the FBT Report + Decs module?
Employees have Recreation/Entertainment over $2,000, however no Reportable Fringe Benefit Amount is calculated
Resources & Templates
On the Tax Returns & Financials Workpapers - what is the purpose of the unlinked items on the Index?
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?
How do we use the ChangeGPS workpapers (In conjunction with Xero WP)
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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) module?
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 send a bulk email using Letters (Merge)?
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