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. 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.
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Course curriculum

  • 1
    Tax Planning Template, Ratio Analysis & Super Contribution Report
    • Tax Planning Template, Ratio Analysis & Super Contribution Report
    • Tax Planning Template, Ratio Analysis & Super Contribution Report
    • Demo - Company Tax Planning Webinar


  • Neha Nayyar

    Neha Nayyar

    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 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.


Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide