lachlan.fuller's avatar
lachlan.fuller
Icon for Iress Contributor rankIress Contributor
6 months ago

AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!

Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...
client engagement
xplan
michael.baldry's avatar
michael.baldry
Social Sightseer
6 months ago

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.fuller's avatar
    lachlan.fuller
    Icon for Iress Contributor rankIress Contributor
    6 months ago

    Good 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

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