What is changing?

Tolley Flowcharts is a new interactive workflow tool that guides tax practitioners through a tax topic in a practical and structured way:

• Flowcharts enables our customers to understand how the tax rules apply to a client situation retrospectively or use it to inform future tax planning opportunities by exploring different flowchart routes
• Flowcharts is a digital-first approach to giving customers a practical tool to determine how the rules apply in a faster and easier way
• Flowcharts improves our customers efficiency especially when dealing with new, unfamiliar, or complex areas of tax – it’s an effective starting point for research and formulating an understanding of a tax topic

Key features

• Simple question-and-answer-based workflow that’s flexible to use
• Flexible navigation with the ability to jump back to previous answers to adjust your route
• Save your results by printing or saving as a PDF

How will this impact me?

Time
Tolley^®Flowcharts provides you with the fastest starting point for your tax research. The easy-to-follow structured workflow format enables you to get fast answers to set tax scenarios.

Risk
Even simple areas of tax can be complex, Tolley^®Flowcharts structured workflows enables you to fact-check your interpretation of tax legislation, helping you follow best practice and minimize risk.

Collaboration
Helps support upskilling of junior staff by enabling them to follow and learn the best practice processes for unfamiliar area of tax and providing quick access to relevant supporting research and guidance materials.