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TaxFitness Software

TaxFitness Software Workshop

In this course, you will use the TaxFitness software to prepare the four types of tax savings reports. You will complete over 20 practical exercises and case studies, which will put your new knowledge into practice.


Equipment required:

  • Laptop with WIFI capability
  • Calculator

Workshop Inclusions

Configuring TaxFitness 

 

  • Adding practice details and logo
  • Adding, editing & deleting staff. 
  • Editing your TaxFitness account & billing details.  
  • Editing report colours.'
  • Removing the TaxFitness branding.
  • Adding custom content to the TaxFitness newsletter.
  • Editing the standard disclaimer. 
  • Setting the default report type.

Clients

  • Adding new clients
  • Editing and deleting clients 

Members

  • Adding new members
  • Editing and deleting members
  • Adding financial data for members.
  • Entering comparative data.
  • Editing and deleting financial data.
  •  Creating partnerships with the automatic distribution of income/losses.
  • Creating trusts with the automatic distribution of income.
  • Trust streaming with unlimited trusts


Databases

  • 7 databases explained
  • 4 ways to use the database strategies.
  • Using the filters and search functions
  • Adding your own personalised strategies 

Learning Centre

  • Resources
  • Support options.


Preparing the 4 Tax Savings Reports

  • Express
  • Occupation
  • Premium
  •  Deluxe
  • Editing, deleting & emailing reports.