Mastering Annual Tax Summary Reports! Join Our Live Webinar 👩‍💻

Providing a complete year-end summary of a business client’s family taxation position just got incredibly fast.

TaxFitness now includes Annual Tax Summary Reports, a streamlined, professional way to demonstrate your value, wrap up the financial year, and unlock high-value advisory opportunities.

In just a few clicks, you can generate a comprehensive report covering:

Key Financials: Taxable income, tax expense, and tax payable or refundable.
All Entity Types: Seamlessly group Individuals, Companies, Trusts, SMSFs, and Partnerships.

Turn Compliance into Advisory Work

The report doesn’t just show the numbers, it bridges the gap to future advisory fees by allowing you to embed practical, tailored recommendations:

Top 20% Benchmarking: Identify immediate profit-improvement opportunities.
Strategic Planning: Address Div 7A loan management and prep clients for Payday Super.
Growth & Compliance: Improve tax compliance and boost overall business profitability.

Whether you are meeting a client post-lodgement or conducting an annual review, this report is your ultimate tool for strengthening relationships and proving your firm’s proactive value.

Live Webinar: See it in Action

Join Darren Gleeson for a live walk-through of the new report builder and learn how to generate professional deliverables in minutes.

Date: Wednesday, 15 July 2026
Time: 10:00 am (WST)

During this session, you’ll learn:

How to build an Annual Tax Summary Report from scratch.
The exact data points that drive the most client engagement.
How to effortlessly use the report to secure additional advisory projects.

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