TaxFitness software

Import Xero client financials into TaxFitness

15 June 2023

We are very excited to let you know that you can now import your clients' financial data from Xero (Over 700,000 Australian small businesses use Xero). TaxFitness subscribers can: Sync Xero clients and client groups with TaxFitness. Import Xero client financials for group members. Tax planning is now easier than ever for our subscribers. Follow our step-by-step Financials…

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TaxFitness joins the Xero App Store!

31 January 2023

Australian tax planning software company TaxFitness now brings professional tax planning reports to Xero accountants in Australia. TaxFitness has today announced an integration with global small business platform, Xero. Accountants can securely sync Xero with TaxFitness and utilise over 200 up-to-date tax planning strategies to produce professional tax planning reports for their clients.  Compliance fees…

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5 Ways to Use Our Automated Newsletter

21 October 2021

You don't have time to market your services to your clients and contact list. Our automated client newsletter does all the hard work for you: We write the content. We send the campaigns. Just sit back and watch the phone ring! Here are 5 ways to use our automated newsletter: Fully automated – Simply sign up your…

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Increase business value with our new WealthGenerator Report

1 April 2021

Our new WealthGenerator Report increases profitability, value & saleability by analysing a businesses current performance and providing solutions and options to optimise results. Who can benefit Business owners who want a more profitable and valuable business and have the discipline to make the changes required to optimise results. Trial our WealthGenerator Report now!

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Database Grows to 250 Tax Strategies

10 May 2019

Our Taxfitness tax strategy database now boasts 250 tax strategies to help your clients structure their affairs to legally reduce their tax liability and make savings.  The database explains how 250 different tax strategies actually work (i.e. what the tax strategy is, when to use the strategy, average tax deductions created by the strategy, and the strategy…

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34 Practices Complete the Tax Planning Made Simple Workshop

25 February 2019

34 practices in Melbourne and Perth have just completed our Tax Planning Made Simple Workshop.  The workshop teaches practices how to add a tax planning division to their practice in only one day. Although tax planning generates $330 million of fees pa, less than 1% of practices outside the top 100 generate any tax planning revenue. …

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TaxFitness Major Upgrade – October 2018

1 October 2018

  We are pleased to announce that TaxFitness has been upgraded to include new features and functionality. October Release Highlights: Improved usability – A new menu layout and design which makes the software easier to use. New report – Occupation Deductions Report. This report explains the typical, and unusual, tax deductions that apply to the…

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TaxFitness Release Notes – June 2018

3 July 2018

New report – Deluxe Tax Savings Report.  The deluxe tax savings report includes all the benefits of the premium tax savings report plus reporting on tax summary, original income and net worth (the assets and liabilities for each group member). New database – Occupation Database.  The occupation database explains both the typical, and unusual, tax…

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New Express Tax Savings Report | Software Update

24 May 2018

  New Report – Express Tax Savings Report The express tax savings report enables you to generate a client tax savings report in only 5 minutes. It is as simple as selecting the strategies applicable to the client and clicking the express button. Step 1 – Enter Client Data Set-up the client and enter the…

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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