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 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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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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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 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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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…
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We are excited to announce a new and advanced / improved / upgraded version of TaxFitness! Branding You can now remove the TaxFitness logo and branding from your Tax Savings Reports and add your own brand colours quickly and easily as a practice manger from My Practice. Integrated Mud Map We have integrated the Client…
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We have updated our software in September with increased usability and some new features. September updates now live: Tax Agent Directory – Now includes office locator. TaxFitness Newsletter – Practices can now personalise the newsletter by adding their own content (if they wish). My Subscribers migrated to My Clients – Practices need only maintain…
Read More »Tax Agent Directory – Now includes office locator. TaxFitness Newsletter – Practices can now personalise the newsletter by adding their own content (if they wish). My Subscribers migrated to My Clients – So practices only have to maintain one client database instead of two. Auto save function on Tax Optimiser.
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The TaxFitness strategy database has 2 new tax planning strategies; Tax Strategy 224 – Employee Remuneration Trusts. Tax Strategy 226 – West State Super & Gold State Super Contributions.
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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