Add and Manage Client Group Entities
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      3. Add and Manage Client Group Entities

      For TaxPlan, how do I access and use Client Entities and Groups from XPM?

      Accessing client details for accounting businesses using ChangeGPS TaxPlan and Xero Practice Manager (XPM)

      Key points

      • XPM can be linked to ChangeGPS
      • TaxPlan users can auto-import client entities and groups

      Choosing an entity

      In the green Tax Info navigation tab, you can Add Single Entity from XPM at the top of the screen.

      • enter a client’s last name into that field to generate a matching list of options
      • click on the client’s name to select and TaxPlan will add that person as an individual
      • type in any search term to generate more entity dropdown options
      • click on the preferred entity and TaxPlan will add that to the file as a company

      Adding an entity

      In the same Tax Info area, click the Add Entities From Client Groups field to see a range of client dropdown options.

      • click on the required client file and TaxPlan brings in all entities from XPM associated under that group
      • click Confirm in the Getting Entities box
      • scroll across columns to review any companies, trusts, individuals or SMSFs which have been added directly from XPM