Tax Savings

As part of the TAYG implementation if not already in place, we encourage the establishment of a Tax savings account.

Once established and linked to Xero, this Tax Savings account can be linked to TAYG to provide an ongoing Surplus / Shortfall.

Once configured the value is shown on the dashboard as per the image below.

The TAYG Savings account can be configured in the TAYG settings tab by clicking on the cog icon.

Including other assets and liabilities can also be catered for, read the guide here.