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lachlan.fuller
Iress Contributor
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Hi lachlan.fuller - within Visualise, are there any plans to include a section dedicated to taxation, similar to the xtools>cashflow>taxation>client/partner sections? We are a multi disciplinary firm and love diving into xtools with clients to show tax outcomes.
lachlan.fullerIress Contributor
Iress ContributorGood morning Michael,
Nothing immediate is planned but that sounds like a useful enhancement. In terms of showing the tax effect of strategic advice, what are the things you are wanting to display? Is it a matter of displaying to the client "here is the tax you are currently paying and here is what you can expect to pay following the implementation of this advice"?
Or are there specific breakdowns you are after?
What line items would you consider necessary to display? Would the items of "Total Assessable Income", "Total Deductions", "Taxable Income", "Net Amount Payable" offer sufficient detail? Noting that Visualise would need a more succinct output compared with the detail from Xtools+
Lachlan
