Release Notes | February 2018
3/23/2018 12:55 PM
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:
- Employees,
- Investors,
- Businesses,
- Buying/Starting a business,
- Selling a Business,
- Capital investment
- Rental properties,
- 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.
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