Effect of Recommendations on Tax Payable

This template will illustrate a before and after scenario. It allows you to illustrate to your client the potential income tax savings that would result from your recommendations. By re-arranging the type of client, or spouse income, or income splitting techniques, or changing the type of income, or tax deductions, you can demonstrate a substantially reduced tax bill. This template is a one-page tax return. It allows you to quickly calculate the clients tax situation for the coming year. It illustrates the value of your service for any fees charged.

View Sample Report             View Sample Chart

Phone: 001-613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

Copyright © Money Minders Software                                                  Legal Info.