ChangeGPS Knowledge Base and Support Articles
Progress
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
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
Back to home
ChangeGPS Knowledge Base and Support Articles
Progress
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
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
Progress
Add a Progress Report to your year end workflow to demonstrate the value you deliver.
How do I start a Progress Report, add entities and select the reporting years?
How do I edit the default strategies, issues or recommendations?
I've recently subscribed to Progress Lite, how do I get started?
What is the difference between “Tax Assessed” and "Tax Payable/Refundable" amounts?