What Makes a Great Tax Planning Report?

Tax planning isn’t just about strategy — it’s about how clearly and professionally you present the advice.

Here are 10 essential elements every TaxFitness report includes to deliver clarity, confidence, and action:

• Personalised Advice – Tailored to the client’s unique situation. No cookie-cutter templates.
• Quantify Tax Savings – Show estimated $ savings for each strategy and the total benefit.
• Logical Structure – Strategies presented in priority order by impact and timing.
• Clear Language – Plain English. No jargon. Make the complex simple.
• Commercial Purpose – Document business reasons, not just tax outcomes.
• Risk Assessment – Simple Low/Medium/High risk comments included.
• Practical Action Steps – Clear instructions: what to do, by when, and by whom.
• Professional Presentation – Clean layout, tables, headings, and optional visuals.
• Consistency & Compliance – Structured, compliant, and professionally worded throughout.
• Executive Summary – One-page overview so clients and advisers can make fast decisions.

When accountants deliver reports like this, clients understand the advice, act on it, and value it — making it easier to charge advisory fees and build long-term relationships.

Used by 500+ accountants, TaxFitness reports are branded, structured, and ready to bill.