In this recording, Mel Macdonald demonstrates how to build a tax planning template for a Trust at the practice level. Mel's tax planning template is composed of 4 reports including a summary page to provide your tax planning assumptions and recommendations, a customised projected profit and loss using the report layout functionalities, a tax reconciliation template and a group estimate. To make the most of this demonstration, you will need to have knowledge on how to create & edit report templates in Xero.
- How to build a Summary Page
- How to build a Projected Profit and Loss
- How to use and build out the Tax Reconciliation Template
- How to build a Group Estimate
- End of Financial Year