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Using Practice Report Templates to Build a Tax Plan

Self-paced learning
Launch course

1 Advisor credit

Free

17 MINUTES

Learning objectives

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.

Course outline

    • 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

Topics covered

  • End of Financial Year
  • Reporting

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