News

February Release Highlights:

• Option to remove TaxFitness logo and branding (for the tax savings report).
• Practices can customise all colours in the tax savings report to match their practice branding. Full colour palette available. 
• 8 tax strategy filters added: 

1. Employees,
2. Investors, 
3. Businesses, 
4. Buying/Starting a business,
5. Selling a Business,
6. Capital investment
7. Rental properties,
8. SMSFs.

• The 4 step Tax Optimiser process is consolidated into 3 steps.
• Ability to add unlimited group members: individuals, partnerships, trusts, companies and SMSFs.
• Ability to add income, deductions, assets and liabilities for all group members.
• Ability to allocate tax strategies to individual group members.
• Tax expense automatically calculates for all group members.
• Tax savings report revised to include charts and graphs to easily highlight changes in taxable income and tax expense from implementing the selected tax strategies (Before and after).
• Practices can now add their own personal content to the newsletter if they wish.
• Tax Planner Directory includes office locator, practices website, and number of tax plans completed.