ChangeGPS Knowledge Base and Support Articles

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ChangeGPS Knowledge Base and Support Articles

TaxPlan

TaxPlan

Make advisory profitable with TaxPlan.

Introduction to TaxPlan

How do the TaxPlan Pro and TaxPlan Advanced tiers compare?

How do I use the new Client Offer Export in TaxPlan?

Which VPP (Value Plan Price) Client email is needed for Tax Planning season?

Add and Manage Client Group Entities

Changing the Display Order of Entities

How to add the Entity Information required in TaxPlan

Manually add Entities or Client Groups to TaxPlan

In TaxPlan, how do I auto-import Client Entities and Groups?

Getting started with your first TaxPlan

Step by step guide on how to produce a TaxPlan Report

Next Steps to finalise a detailed Client TaxPlan Report

How to enter Projected Income to your TaxPlan

How do I Setup a TaxPlan for the New Year?

Customise Tax Planning Strategies and Pre-YE Reminders

Make Distributions of Profit

Estimate Tax Deductions Before Tax Planning

Understanding Estimated Tax Payable Calculations

Add, Select or Remove TaxPlan Strategies

Overview of Pre-Year End Reminders

Highlight Tax Savings Generated from Tax Planning Strategies

Overview of the Pre-Written TaxPlan Strategies

How to record Reportable Employer Super Contributions in TaxPlan

Generate Multiple TaxPlan Scenarios

How to change the name of a Scenario or add a description

Load and Save TaxPlans

What are the amounts used in the comparison graph in the TaxPlan report

How are the marginal tax rates used in TaxPlan?

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Download Additional TaxPlan Reports

Add values used in the TaxFlow Forecast Report

Excel Snapshot Report

Scenario Comparison Report

How to create a TaxFlow Report

How do I manually add PAYG projections in TaxPlan for the TaxFlow Report?

Why is PAYGI calculated for Individuals in the TaxFlow Report?

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Pro Tips for TaxPlan

How to include Capital Gain distributed from a Trust in TaxPlan

Why are trust distributions included in the "Before Tax Planning" summary of the tax estimates section?

Calculate PAYG Instalments

Can I adjust the layout in TaxPlan Pro scenarios to make it easier to use?

There is an excess of franking credits over company tax payable, but TaxPlan doesn’t show any tax refund to the company?

How to add a transition to retirement lump sum in TaxPlan?

Estimated PAYG Intallments now automatically includes a 6% GDP uplift factor

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Primary Producer

TaxPlan - How to Enter Data for Primary Production Clients to get the right results

How do I create a TaxPlan specifically for Primary Producer clients?

How does Primary Producer Tax Averaging work for clients with one or more Nil or Loss PP income years?

TaxPlan Advanced

How to prepare a Div7A Loan Elimination Advice Report

How do I produce a tax advice report for S100A + Trust Distribution Options with TaxPlan Advanced

How to create a Professional Firm Profit (PFP) Tax Advice Report

What income needs to be included for the Professional Firm Profits Report?

Where a PSI Company incurs a loss. How do I show that loss to the individual in TaxPlan?

How are Retained Profits earned by a Professional Services Company treated in TaxPlan for the PFP Advice Report

Why does the TaxPlan PFP Report exclude the IPP’s share of retained earnings?

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