From spreadsheets to strategy, the evolution of tax planning tools
Tax planning in Australia has come a long way.
Timeline of tools
- 1985–2011: Microsoft Excel dominates – flexible but labour-intensive.
- 2012–2014: QuickBooks, MYOB, Xero Tax + XPM enter the scene – useful for compliance, not planning.
- 2013–2015: Tax Strategist, Change GPS, Business Fitness – better tools emerge
- 2017–Now: TaxFitness changes the game.
Tax planning is no longer just about spreadsheets and forms. It’s about strategy, automation, benchmarking, and delivering real client outcomes. If you’re still using Excel or PDF templates, it’s time to level up. TaxFitness gives your firm the tools to lead.
Try TaxFitness for free now.
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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2