ChangeGPS Knowledge Base and Support Articles
TaxPlan
Getting Started
What's New
Platform Updates
Recent Webinars
Member Update - Monthly Newsletters
Engage
Getting Started
Settings and Features
Getting Approval
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
Recent TaxPlan Updates
Progress
Core
Core Lite
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Member Exclusive Training Resources
Add & Manage Client Details
PROTECT Product Updates
FAQs
Manage Users
Subscription & Billing
Security & Privacy
Integrations
Xero Practice Manager (XPM)
FuseSign
GoCardless
Microsoft Outlook
Benefits Hub
FAQ
Back to home
ChangeGPS Knowledge Base and Support Articles
TaxPlan
Getting Started
What's New
Platform Updates
Recent Webinars
Member Update - Monthly Newsletters
Engage
Getting Started
Settings and Features
Getting Approval
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
Recent TaxPlan Updates
Progress
Core
Core Lite
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Member Exclusive Training Resources
Add & Manage Client Details
PROTECT Product Updates
FAQs
Manage Users
Subscription & Billing
Security & Privacy
Integrations
Xero Practice Manager (XPM)
FuseSign
GoCardless
Microsoft Outlook
Benefits Hub
FAQ
TaxPlan
Make advisory profitable with TaxPlan.
Introduction to TaxPlan
How do the TaxPlan Pro and TaxPlan Advanced tiers compare?
How to get the most value from your TaxPlan subscription year round
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
For TaxPlan, how do I access and use Client Entities and Groups from XPM?
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?
See more
Download Additional TaxPlan Reports
Add values used in the TaxFlow Forecast Report
Excel Snapshot Report
Scenario Comparison Report
How to create a TaxFlow Report
Keep your clients informed with TaxFlow Reports
How do I manually add PAYG projections in TaxPlan for the TaxFlow Report?
See more
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?
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 do I 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
See more
Recent TaxPlan Updates
TaxPlan updates & new features 2024
Updates Summary post May 2023 Federal Budget
New Tax Adjustment Strategies added in TaxPlan for 2023
Estimated PAYG Intallments now automatically includes a 6% GDP uplift factor
