Cashflow/Tax display
This section outlines both the tax and after tax cashflow position year by year. The following data is available:
| Tab | Output type | Description |
|---|---|---|
| Cashflow projection | Table | The cashflow projection table tracks the after tax cashflow position year by year. It is a summary of all transactions relating to the client/partner entity and allows the user to visualise the inflow/outflows each year. |
| Expense summary | Table | This table breaks the expenses down into categories including; Lifestyle, Home/Utilities, Insurance, Debt servicing, Tax, Discretionary, Children, Education etc. Any specified objectives will also fall into their own category. |
| Tax position – Client/Partner | Table | The tax projection table tracks the tax position of both the client/partner year by year. It is a summary of all taxable transactions relating to the client/partner entity and the expected tax payable. |
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