Choose from default year-end issues & recommendations to include and customise
While creating an Annual Summary Report with the Progress App, users have the option to include additional strategies for your clients to be aware of. While we do review these annually, you may want to customise the default versions.
Tax Saving Ideas (Individual Entities)
Select from the list of default Tax Saving Ideas for the following financial year and click the pencil icon to the right to edit the content.
Do not overwrite or edit the blue text items in brackets as these are dynamically populated from database fields.
Be sure to click Save when done.
Issues & Recommendations (Companies, Trusts and Partnerships)
For companies, trusts and partnerships, we have included a list of issues and recommendations you may choose to include in your report.
Click the pencil icon to the right to edit the content.
Do not overwrite or edit the blue text items in brackets as these are dynamically populated from database fields. Red text items are required to be customised. Be sure to click Save.
