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.

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