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TaxPlan
Make advisory profitable with TaxPlan.
Introduction to TaxPlan
Add and Manage Client Group Entities
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?
Download Additional TaxPlan Reports
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
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?