Tax return planner template [2025/26]

Tax Return Client Database [2025/26]

How to duplicate and create your own tax planner

Step 1: Creating your own client database - Watch the below 3 videos to learn how to create your own client database

https://www.loom.com/share/e52c6a35fa104c7ca25fd0c9d1db8460

https://www.loom.com/share/56f180864ec145b9b7fc95e2a0f85e3b

https://www.loom.com/share/4f6826cff7c4421b8b890d194601b65c

Step 2 - Duplicating the Tax return planner template and linking your database to the planner

https://www.loom.com/share/932caec4ad6d461687f123ab3f563c46