TaxFitness has a clear product roadmap so subscribers can see what is coming next, when it is due, and how the platform is becoming faster, simpler and more valuable in real client work.
Phase 1
27 April 2026
Platform and workflow upgrades
Focused on speed, simplicity and usability.
- Tax planning report process consolidated from two screens into one
- Business advisory and Top 20% benchmarking report process consolidated from two screens into one
- Export to Word functionality
- Migration from DNN to Microsoft Azure .NET for improved performance, reliability, scalability and faster future development
Phase 2
15 September 2026
Tax planning and trust upgrades
Focused on deeper tax planning functionality and stronger trust reporting.
- Trust streaming functionality
- More detailed tax calculations in the tax planning report
- Section 3 of the tax planning report consolidated into Section 2
- Tax planning process upgraded to a base case plus up to five strategy scenarios
- Auto-generated trust distribution minutes
- Ability to re-order strategies within the report
Phase 3
20 February 2027
Advanced tax planning upgrades
Focused on stronger implementation support and compliance-linked reporting.
- Dividends module, including automatic transfer between entities
- Auto-generated dividend minutes and dividend statements
- Division 7A calculations with dedicated report page
- Action page in the tax planning report
- Agenda page in the tax planning report
- Compliance page with checklist functionality
- Professional Profits report
- Tax payments functionality