Tax planning software for accountants
- Tax planning for client groups (unlimited number of individuals or entities).
- Import Xero Tax clients and client groups (synched with XMP and Xero Tax).
- Import the client’s Xero financial data in 60 seconds (including income, expenses, assets and liabilities).
- Assess the client’s current tax position (i.e. each group member’s taxable income, tax expense, and tax payable/refundable).
- Tax strategy database. The 200 + strategies are constantly revised and updated.
- The software recommends possible tax-saving opportunities (tax strategies).
- Beautiful tax planning report, including charts and graphs. The information includes tax savings, an explanation of selected tax strategies, an implementation process, and a net worth statement.
