TaxFitness has a clear product roadmap so subscribers can see what is coming next, when it is due, and how the platform is becoming faster, simpler and more valuable in real client work.
Now live!
Advanced tax planning upgrades
Focused on stronger implementation support and compliance-linked reporting.
- Auto-optimise functionality for trusts (calculates the optimum trust distributions among beneficiaries)
- Dividends module, including automatic transfer between entities
- Auto-generated dividend minutes and dividend statements
- Division 7A calculations with dedicated report page
- Action page in the tax planning report
- Agenda page in the tax planning report
- Compliance page with checklist functionality
- Tax payments functionality
15 March 2027
Platform and workflow upgrades
Dashboard, reports and import
- Practice opportunities dashboard
- Automatic financial data imports (monthly)
- XPM group imports
- Restyled reports
15 Sept 2027
Reports
New modules and updates
- Structured diagram functionality
- Agenda, Action & Compliance pages included in the Business Advisory Report
- Quarterly performance dashboard page added to the Business Advisory Report
- Power of 2% advisory module
15 Feb 2028
Reports
New reports and integrations
- Professional profits functionality and report
- Xero tax import
- Business valuations module
- Enhanced report branding functionality