Year End Bundle
For accountants who need to automate, de-risk and standardise FBT, Trust Distribution, and Dividend Statement work — without adding headcount.
For fast, compliant, profitable year-end work
- FBT — from 4 hours to 45 minutes
Automate liability calculations across all 7 benefit categories — with supporting workpapers, branded advice reports, and NIL return lodgement — so you can charge $500–$2,000 per return with confidence. - Trust Distribution — compliant resolutions at scale
Handle 2–3× more trust resolutions per season with guided workflows, automatic franking credit calculations, and Section 100A risk tracking — documents generated and signed via FuseSign without leaving ChangeGPS. - Dividend Statements — nothing manual, nothing missed
Replace your Word-to-PDF-to-signing chain with a single 4-step workflow — share class and shareholder data pulled automatically, every statement formatted, signed and delivered.
One Platform. All Three Obligations. Done
The Year End Bundle gives your firm a single, integrated system to handle FBT, Trust Distributions, and Dividend Statements — faster, more accurately, and at fees your clients will see as premium.
Fringe Benefits Tax
- Real-time calculations across all 7 categories
- Professional advice reports & declarations
- EV exemption detection ($7,000+ savings)
- Complete client education system
Trust Distribution
- Full income streaming (8 ATO categories)
- Automatic franking credit calculation
- S100A compliance & audit trail
- Integrated FuseSign digital signing
Dividend Statements
- 4-step workflow – no Word, no PDF juggling
- Auto share class & franking credit calc
- Custom or template cover letters
- Complete in one workflow, first time
Straight to everyday AI power.
- Powerful automation
Access Evo is the new AI enabled software experience that transforms your everyday workflows with powerful intelligence, automation, and insights – so you get more done with less effort. - Integration and insights
You’ll access client data securely to uncover insights previously out of reach—and use Copilot AI to search ATO and Fair Work websites, plus any firm documents. - Secure at every step
Access Evo gives you the full force of generative AI without compromising the security that clients expect from their most trusted advisor.
Product Demo
Book a 15-minute product demonstration with one of our New Member Consultants to focus on your practice needs.
We’ll help figure out the pathways of products and people toward your more profitable future practice.
Explore Member Stories
Recent Resources
AML training for accountants: How to build an effective training program for Tranche 2
3 AML/CTF workflows for accountants: Guide for practice managers and compliance officers
AML compliance for accountants: Avoid fines, penalties, and practice risks under Tranche 2
Tax Planning for Australian Accountants: What’s Changing in 2026
Trust Distribution Hub
Tax Planning Hub Posts
Accountant’s Foundation: Professional Firm Profit (PFP)
Accountant’s Foundation: Div7A
Tax Planning Strategies – Navigate Beyond Just Tax Reduction
Accountant’s Foundation: Section 100A
Your most common questions answered
Do I need an FBT system when I already manage FBT manually?
How many returns does your team complete per season, and what do you charge? The bundle typically triples capacity and doubles fees.
Sign & Send: Full statement pack sent via FuseSign without leaving the platform
We don’t have many trust clients, what would the benefits be?
Even 5–10 annual resolutions at 45 minutes each is 6–8 hours saved at peak time. At premium pricing, that’s meaningful revenue.
I already use ChangeGPS Core Pro, is this product for me?
Year End Bundle is a subset for Core Pro, allowing firms to adopt ChangeGPS Core as they need. Since you already have ChangeGPS Core Pro you would not need this as well.
What are the other 2 bundles that are part of Core?
Practice Tools Bundle and Tax Advice Bundle
What if we use Word for dividend statement?
Every hour your team spends formatting statements is unbillable. The bundle eliminates that chain entirely.
What if I only want to implement FBT initially? It feels like too much at once
Each product stands alone — start with your highest-volume obligation. The platform is the same; your team learns once.