Tax Planning Templates in Xero HQ with Consolidations & Custom GPTs

Recorded

1 x CPD point

Simplify and optimise your tax planning processes by leveraging the power of Xero HQ and ChatGPT. In this engaging one-hour session, we’ll guide you through building a comprehensive tax planning template, covering individual and consolidated business scenarios, and show you how to integrate semi-automation for maximum efficiency. Learn to create custom reports that include projected profit and loss, tax reconciliation, and payment schedules for both single and multi-business use cases. Plus, discover how ChatGPT can save you time by automating routine tasks and improving your workflow.

Whether you’re working with multiple Xero files or pulling data from other software, this webinar will help you streamline your tax planning, increase accuracy, and enhance client reporting.

Key Takeaways:

• How to build a robust tax planning template using Xero HQ.
• Create customized reports, including profit and loss projections and tax reconciliations.
• Consolidate data across multiple Xero files or software using semi-automated techniques.
• Utilise ChatGPT to automate repetitive tasks and enhance efficiency.
• Develop tax estimates and payment schedules for individuals and companies.

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