Tax Strategy Story
Rake Documentation Article
Want to see how this works in practice? Try it directly inside the Rake app.
Launch Tax Strategy Story Dashboard📋 Overview
The Tax Strategy Story engine processes complex corporate and personal tax variables, converting your financial metrics into a clear, narrative advisory brief in plain English.
⚙️ Generate a Strategy Story
Navigate to the page and select the current tracking year. Click "Compile Strategy Report". The client-side advisory engine reads your financial configurations and writes a personalized narrative explaining where your business stands and what actions you need to take before the financial year ends.
📑 Key Outputs
Concessional Superannuation Capacity: Calculates the remaining gap between your current year-to-date contributions and the statutory annual cap. Dividend Allocation Strategies: Outlines options for extracting or retaining business earnings based on your current tax position.
🔗 System Interrelationships
Acts as an analytical presentation layer. It extracts data points directly from Tax Planning, Business Entity Setup, and PSI Extraction Scenarios, packaging complex numbers into structured text insights. This gives you clear, actionable talking points to review with your certified public accountant.