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.
15 January 2027
Advanced tax planning upgrades
Focused on stronger implementation support and compliance-linked reporting.
- Auto-optimise functionality for trusts (calculates the optimum trust distributions among beneficiaries)
- 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
- Tax payments functionality
15 March 2027
Platform and workflow upgrades
Dashboard, reports and import
- Practice opportunities dashboard
- Automatic financial data imports (monthly)
- XPM group imports
- Restyled reports
31 July 2027
Reports
New reports and PAYG
- Cover page in both reports
- Structured diagrams
- Professional Profits report
- Auto PAYG instalments
- Quarterly performance dashboard page in benchmarking reports