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Tax Planning Template, Ratio Analysis & Super Contribution Report in Xero

In this one hour webinar we take you through how to build a tax planning template at Xero HQ level, ratio analysis and Super contribution report.

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* Limited registration only. Register before we’re filled.

What You Will Learn

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 includes a summary page to provide your tax planning assumptions and recommendations, a customised 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, projected profilt and loss, build and use a tax reconcilliation template, build an individual and company estimate and how to build a payment schedule.

Ratio Analysis – Creating and adding meaningful Ratios. Analysing this for clients to provide more meaningful service and advise to the clients.

Neha will go through set up and report to compute Super contribution report for director or trustee, which would become part of Tax planning.

KNOWLEDGE POINTERS IN THIS WEBINAR
  • Learn how to build a summary page, projected profit and loss, build and use a tax reconciliation template, build an individual and company estimate and how to build a payment schedule
  • Create and analyse meaningful ratios
  • Setting up super contribution report for director or trustee

Learn More

More reasons to signup

  • Easy

    Not everyone is tech savvy, which is why we are here to make this experience as simple and easy for you.

  • Support

    Genuine support is available through weekly sessions with Neha and our closed Facebook group for all your queries.

  • Convenient

    Experience flexibility and convenience with our online only approach, so you can fit us into your schedule.

  • Relevant

    Courses are designed for now and the future, so you can be sure to stay ahead of all the hottest industry topics.

  • Expert knowledge

    With ample real world experience, Neha is an expert in her field and is passionate about sharing her learnings with you.

  • Valuable

    With each course, Neha delivers tremendous value with industry insights that will help you harness your skills for a successful Accounting career.

About The Instructor

Expert who will be conducting this webinar

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Neha Nayyar

Instructor

Numbers have always been Neha’s passion and this ardor combined with a flair for accounting inherited from her grandfather, inspired her to take up accounting as her profession.
Her father has been a business owner all his life, so she understands the nitty-gritty that a business owner endues on a daily basis. It is that essence that inspired her to provide a solution to those who can better invest their time in their business.
After completing her Masters’s in accounting and becoming a qualified CPA, Neha became aware of the fact that several start-ups and small businesses have to juggle a lot of tasks such as accounting, marketing, and insurance. These tasks are time-consuming and can distract the business owners, therefore hindering business growth. From here, the idea of Sum and Substance clicked to Neha.
Sum and Substance steers businesses through easy decision-making Processes and helps them accomplish goals on time.
We aid businesses in setting up bookkeeping, accounting and administration systems. We can assist in setting up your initial bookkeeping system, provide training and offer strong ongoing support keeping in mind your business requirements.
So, indulge your passion. Share your business requirements with Sum and Substance.

We are here to help you.

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