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Core
Your next-level accounting practice in a box with over 500 best practice documents and apps
Actions
- Where do I quickly check the status of Action items?
- How do I save a new meeting agenda in the Actions module of Core?
- How do I review and update Action Plans post client meetings?
- How do I edit or create new meeting types and agenda templates in the Actions App?
- How can the Actions App help streamline client meetings and actionable outcomes?
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
- Where to find the required clause references in a Trust Deed
- Can I use the Trust Distribution Resolution for unit trusts?
- Which client details can be pre-populated in the Trust Distribution Resolution from XPM?
- New VPP Client Email to recommend a Trust Deed Review
- New Beneficiary Payment Instructions download for Trust Distribution Resolution update to align with Section 100A
- Why accountants are best placed to prepare Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
- How to use utilise the Individual Tax Return Client Service System & Workpapers
- Are we able to remove the copyright footer of the ChangeGPS Core Resources templates?
- I get a security risk warning on downloaded Excel Workpapers. How do I unblock these?
- How do we use the ChangeGPS workpapers (In conjunction with Xero WP)
- On the Tax Returns & Financials Workpapers - what is the purpose of the unlinked items on the Index?
Letters (Merge)
- How do I use Letters (Merge)?
- How do I Edit or Create Letter Templates to use in Letters (Merge) module?
- Can I create custom meta tags and content blocks to use in our Letters (Merge) templates?
- How do we edit and customise an advice report cover letter?
- What are the letter templates available in Letters (Merge)?
- How do I send a bulk email using Letters (Merge)?