November 2022
| Type | Description | Plan |
| 💡 LAUNCH |
Professional Firm Profits Tax Advice Report |
TaxPlan Pro |
| 📢 New |
Workpaper - Estate and Wealth Transfer Plan - Blank Template (Link) |
Core Pro |
| 📢 New |
Workpaper - Estate and Wealth Transfer Plan - With Example Data (Link) |
Core Pro |
October 2022
| Type | Description | Plan |
| 📢 Update |
Discontinued QuickFee Instalment Payments for Engage |
Engage |
| 📢 New | B1 - Client email - Business Owners - Oct 2022 Federal Budget |
Core Pro > Resources |
| 📢 New |
B2 - Client email - Individuals - Oct 2022 Federal Budget |
Core Pro > Resources |
| 📢 Update |
Progress Report - For companies a new Div7A option has been added "To Fully Repay loan before lodgement due date" |
Progress |
| 📢 Update |
ChangeGPS Engage - Discontinuation of QuickFee Instalments integration |
Engage |
September 2022
August 2022
| Type | Description | Plan |
| 📢 Update |
Progress Annual Summary Report - revised annual meeting agenda topics and discussion points |
Progress |
| 📢 Update |
TaxPlan Strategies & Year End Reminders updated for 2023 |
TaxPlan |
| 📢 New |
[Core Resources] Annual Progress Meeting Agenda & VPP Client Email (Link) |
Core Pro |
| 📢 Update |
[Core Resources] Fee Proposal with Terms Template - new service item description added for "Unlimited Tax Advice Conversations" |
Core Pro |
| 📢 Update |
[Progress] Strategies and New Cover Page Graphic Learn more |
Progress |
July 2022
| Type | Description | Plan |
| 📢 New |
Learn more about the client service systems available with Core Pro Learn More |
|
| 📢 New |
Editable - 12 Month Marketing and Team Training Calendar |
Core Pro |
| 📢 Update |
MP1 - 12 Month Marketing and Team Training Plan 2023 |
Core Lite + Pro |
| 📢 Update |
New tab: Carried forward summary now added to the TR4 - Individual Tax Return Workpaper 2022 (this was already included in the BTR4 Business Workpaper) |
Core Lite + Pro |
| 📢 New |
Chattel Mortgage Calculator |
Core Pro |
| 📢 Update |
Business Financial Statement & Tax Return System 2022 |
Core Lite + Pro |
| 📢 Update |
BTR4 - Business Workpapers and Tax Checklists 2022 |
Core Lite + Pro |
| 📢 Update |
TR4 - Individual Tax Return Workpaper 2022 |
Core Lite + Pro |
| 📢 Update |
TR3 - ITR Questionnaire 2022 |
Core Lite + Pro |
| 📢 Update |
TR2 - Client email - 2022 Tax Return Appointment |
Core Lite + Pro |
| 📢 Update |
TR1 - System - Individual Tax Return |
Core Lite + Pro |
| 📢 Update |
Client email - 2022 Tax Return - What Can I Claim |
Core Pro |
| 📢 Update |
2022 ITR - Home Office Expenses |
Core Pro |
| 📢 Update |
2022 ITR - Is It Tax Deductible Checklist |
Core Pro |
| 📢 Update |
2022 ITR - Items to Consider |
Core Pro |
| 📢 Update |
2022 ITR - Property Investors Deduction Guide |
Core Pro |
June 2022
| Type | Description | Plan |
| 📢 New |
Client email - 2022 Minimum Wage Increase Announcement |
Core Pro |
| 📢 New |
VPP Client email - Repricing Existing Client Expanded (link) |
Core Pro |
| 📢 Update |
Client email - 2022 EOFY - Year End Tax Tips & Reminders (link) |
Core Pro |
| 📢 Update |
Client email - 2022 SMSF EOFY - Year End Tax Tips and Reminders (link) |
Core Pro |
| 📢 New |
Client letter in response to rejection of Trust Distribution Resolution offer |
Core |
| 📢 New |
VPP Client email - Tax Advice - Duplex Property Development.docx (Link) |
Core Pro |
May 2022
| Type | Description | Plan |
| 📢 Update |
PAYG Instalment dates and TaxFlow date range now updated in TaxPlan Show hints |
TaxPlan |
| 📢 New |
📘PRO TIP! Report cover letters editable Core subscribers can edit default ChangeGPS Report cover letter templates and customise these for your firm including TaxPlan, Trust Distributions, FBT Report and Progress Annual Summary Reports Learn more |
Core |
| 📢 Update |
System - Trust Distribution Resolutions (Link)
|
Core |
| 📢 New |
New Letters (Merge) template for Accountants Confirmation Letter to Banks
|
Core |
| 📢 New |
New Letters (Merge) template for Accountant Confirmation Letter Request - Letter to Client |
Core |
| 📢 New |
Div7A Loan v Bucket Company - Investment Comparison Advice (Link) |
Core Pro |
| 📢 Update |
MP2 - FBT Return Team Training & Client Comms Plan (Link) |
Core |
|
📢 New |
12 Month Calendar of Services (Link) |
Core Pro |
|
📢 New |
12 Month Calendar of Due Dates (Link) |
Core Pro |
|
📢 New |
New Client Flyer - 5 Step Plan for Business Owners (Link) |
Core Pro |
April 2022
| Type | Description | Plan |
|
📢 New |
Launchpad with in-app notices, tutorials, onboarding guides and product tours. Learn more |
All |
|
📢 Update |
Tax Rate for Loss Carry Back |
TaxPlan |
|
📢 Update |
Separate RESC field added for improved Div 293 calculations. |
TaxPlan |
|
📑 Resources |
FBT Workpapers updated |
Core Lite + Pro |
|
📢 Update |
Additional descriptions added for motor vehicle fringe benefits. |
Core > FBT App |
|
📑 Resources |
2022 Tax Planning client emails and Tax Planning Internal Checklist now updated (Link) |
TaxPlan + Core Pro |
March 2022
| Type | Description | Plan |
|
New Feature |
Launchpad with in-app tutorials, onboarding guides and product tours. Learn more |
All |
|
📑 Resources |
2022 Tax Planning client emails and Tax Planning Internal Checklist now updated (Link) |
TaxPlan + Core Pro |
|
📢 Update |
TaxPlan app has had its first update for 2022 - including the budget's new Low & Middle Income Earner Tax Offset and updates to Medicare Levy rates, updates to tax planning strategies for 2022 and Trust can now distribute to SMSF's |
TaxPlan |
|
📑 Resources |
FBT 2022 System and Resource Templates Updated |
Core Lite + Pro |
|
📢 Update |
FBT App Updates |
Core Pro |
|
📑 Resources |
Daily Fee Earner Achievement Report |
Core Pro |
|
📑 Resources |
Client Email - ATO Changes Rules on Common Trust Distributions |
Core Pro |
|
📑 Resources |
VPP Client email - 2022 Year End Gameplan.docx |
Core Pro |
|
📑 Resources |
Trust Distributions - ATO Changes Rules Unfair - Letter to Federal Member from Accountant |
|
|
📢 Update |
Structure App start screen includes link direct to the Structure Advice Workbook in Core Resources |
Core Pro |
|
📢 Update |
Covid 19 Related resources in Core are consolidated into one folder |
Core Pro |
|
📢 Update |
Engage - Letter template uses the margins defined in the Global letter settings |
Engage |
|
📑 Resources |
VPP Client email - 2022 Year End Gameplan |
Core Pro |
|
📑 Resources |
New VPP Client Email - Successor Director Solution Offer in separate document |
Core Pro |
|
📢 Update |
TaxPlan Year End Strategies updated for 2022 |
TaxPlan |
|
📑 Resources |
Asset Protection & Estate Planning System docs revised to include current contact details for LYD |
Core Pro |
February 2022
| Type | Description | Plan |
|
📢 Update |
Structure Advice App Direct link to supporting Structure Advice Workbook added to the start up screen for Structure Advice |
Core Pro |
|
📑 Resource |
New: Better Billing Action Plan - Use this Action Plan to review your firm’s billing processes and implement 15 key actions to help you bill more, have your clients love your Billing transparency, and to give your team the confidence about what to say when a client asks for a discount. |
Core Pro |
|
📢 Update |
Actions App |
Core Pro |
|
📑 Resource |
New: VPP Client email - Fee Quote for Small Client (Link) |
Core Pro |
| 📑 Resource | Updated: Fee Quote Calculator (Link) |
Core Pro |
January 2022
| Type | Description | Plan |
|
📢 Update |
TaxPlan App Updates to the ATO Tax Repayment plan and Estimated PAYG instalment date ranges in TaxPlan used in the TaxFlow report |
|
|
📢 Update |
Structure Advice App Direct link to supporting Structure Advice Workbook added to the start up screen for Structure Advice |
|
|
📑 Resource |
Business Continuity Plan Resources Critical for break-even and loss-making clients. Give your clients peace of mind, guidance, support and a listening ear.
|
Core Pro Resources |
|
📑 Resource |
VPP Client Email - Helping Clients During COVID Crisis Proactively offer help to clients during COVID Crisis |
Core Pro Resources |
December 2021
| Type | Description | Plan |
|
🏷️ Feature |
User Admin - members are able to make 2FA mandatory for all users Users with Admin privileges can now make it mandatory for users to add Two Factor Authentication to their logins. Learn more |
All |
|
📑 Resource |
Business Valuation Resources Business Valuation Checklist, Workpaper and Report updated |
|
|
📑 Resource |
VPP Client Emails combined into one folder See Client Emails folder in Engage column for all previous VPP method emails |
Core Lite & Pro > Resources |