In this one-hour webinar, we take you through how to build a tax planning template at the Xero HQ level.
The planning template has 4 reports which include a summary page to provide your tax planning assumptions and recommendations, a customized projected profit and loss using the report layout functionalities, a tax reconciliation template, and an individual and company estimate as well as a payment schedule. We also go through a semi-automated way to consolidate the report if you are creating a Tax planning template for multiple Xero files or information from another software in one.
We cover how to build a summary page, project profit, and loss, build and use a tax reconciliation template, build an individual and company estimate, and how build a payment schedule -Both individual business or/and consolidated over a few businesses.
Course Curriculum
- Consolidating Tax Planning Template in Xero - Semi-Automated Way Webinar
- NZ Accountants Tax Video
Resources:
Disclaimer:
Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.