New Report - Express Tax Savings Report
The express tax savings report enables you to generate a client tax savings report in only 5 minutes. It is as simple as selecting the strategies applicable to the client and clicking the express button.
Step 1 - Enter Client Data
- Set-up the client and enter the group members – individuals, partnerships, companies, trusts, SMSFs, etc.
- Enter each group member’s estimated income & expenses. This data will flow through to the express tax savings report.
Step 2 - Select Tax Planning Strategies and Generate the Report
- Select the optimum 1-10 tax planning strategies for the client.
- Select 'Express Report' and the express tax savings report is generated.