Recorded

1 x CPD point

Learn how to streamline your tax planning process using Xero templates and AI-powered workflows with Claude — so you can reduce manual work, improve consistency, and deliver better client outcomes.

Many accounting firms are still handling tax planning in a manual, inconsistent way — relying on spreadsheets, one-off calculations, and time-consuming reviews.

In this practical session, we will walk through how to create a structured and repeatable tax planning system using Xero and AI tools like Claude.

You’ll learn how to standardise your approach, automate key steps, and use AI to assist with analysis and insights — without overcomplicating your workflow.

This is not a theory session — we will demonstrate real workflows you can implement immediately.

What We’ll Cover

• How to set up a tax planning template in Xero for consistent and repeatable use
• Structuring your tax planning workflow from start to finish
• Where most firms lose time in tax planning and how to fix it
• How to use Claude to assist with tax analysis and scenario thinking
• Creating a simple Claude “Skill” for tax planning support
• How to introduce this into your firm without disrupting your current systems

* This webinar will be recorded - all those that book will receive the recording in their library after the live event.