In this one-hour webinar, we take you through how to build a tax planning template at the Xero HQ level for trusts.
The planning template has re About this event In this one-hour webinar we take you through how to build a tax planning template at the Xero HQ level for trusts. The planning template has 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, and a tax reconciliation template as well as building templates for beneficiaries. We cover how to create these reports and use these over different clients and over the year to assist you in being more efficient. You can use this template to add value to your clients in a professional and efficient way. Once you have the template set up you can replicate it across all of your clients! Let's get ready for a seamless tax season.
Course Curriculum
- Building a Tax Planning Template for Trusts in Xero Webinar
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