In this one-hour webinar, we take you through how to build a tax planning template at 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 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 to build a payment schedule.

Ratio Analysis – Creating and adding meaningful Ratios. Analyzing this for clients to provide more meaningful service and advice to the clients. Neha will go through setup and report to compute the Super contribution report for the director or trustee, which would become part of Tax planning.

Course Curriculum

• Tax Planning Template, Ratio Analysis & Super Contribution Report Webinar

Resources:

• Presentation file
• Demo - Company Tax Planning file

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.