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Our Solutions For Your Practice

If you’re looking for spreadsheets, working papers, templates and much more for your accounting practice, you’ve come to the right place.

Accountants Desktop had its early beginnings in an accounting practice and continues to work closely in that environment.  We know what practices need and have been providing solutions to the profession since 2008.

Our web-based collection of solutions to your needs was specifically created for tax and accounting professionals in public practice.

Check out our samples, watch the videos on our YouTube channel and see what our users say about us below.

Access all of our content with an annual subscription (can be paid monthly) or browse through our products for sale below and purchase just what you need.

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Recent Updates

• Small Business Boosts – User Request (27 Oct 2023)

  Calculate the bonus deductions claimable under the Small Business Technology Investment Boost and the Small Business Skills & Training Boost.

  Calculations/2023/Small Business – Technology Boost and Small Business – Skills Boost

• BAS - 2024 (6 Oct 2023)

  Just one file now and select the entity type at the dashboard.  New features include -

  • New reconciliations for GST, wages, PAYGW & super;
  • Import Excel worksheet or any user-selected range in that sheet; and
  • Draft copy of activity statements now produced.

  Calculations/2024/JobPapers/BAS

• Rental Income - Foreign (27 Aug 2023)

  Summarise rental income and expenses in a foreign currency and convert to AUD.  Add your own exchange rates for any country not listed.

  Calculations/2019 – 2023/Rental Income – Foreign

• Lodgement Manager – Returns (2023) (21 Aug 2023)

  Take control of your ATO lodgements with this interactive lodgement dashboard.   Import your lodgement report from the ATO portal and a client report from your practice software to produce a dashboard showing –

  • your overall lodgement performance for the year to date;
  • the quantity and percentage of entity types that make up your client base;
  • your lodgement performance by entity type for the year to date;
  • current year lodgements by due dates showing the number due, the number already lodged and that percentage;
  • an estimate of your 85% on-time lodgment requirements for future dates; and
  • a lodgement summary for the prior 3 years showing clients with all 3 years outstanding, clients with the immediate 2 years outstanding, clients with just 1 prior year outstanding and the balance with no outstanding lodgements.

  Using our new practice import wizard, import up to 3 levels of reporting data for each client from your practice software.  Reporting levels may include Accountants, Partners, Office Locations or whatever you need.

  These are just 3 examples of the questions that this lodgement manager can answer for you instantly –

  1. From a list of staff responsible for lodging returns, how do they rank and which of those staff members are behind and need help;
  2. How many company returns need to be lodged by your Sydney office by 31 October and who are the staff members responsible for lodging; and
  3. How many clients have not lodged all of their 3 prior year returns.

  Calculations/2023/Lodgment Manager – Returns

• Working papers for individual returns for a client and their partner (2023) (4 Aug 2023)

  This new addition to our JobPaper collection has been requested by a number of our users.  Keep all of your supporting records, reports and calculations for both returns together in this file and make use of the handy job management tools and Accountants Desktop templates included with the workbook.

  Calculations/2023/Returns – Individual

• Working From Home Expenses (2023) (26 Jul 2023)

  This calculation is the Home Office Expenses workbook from 2022 but updated with an improved layout and expanded help.  It calculates the running expenses claimable where your client works from home, using the revised fixed rate and/or actual costs methods.   If applicable, it calculates occupancy (place of business) deductions for those self-employed or business owner clients or for those employee clients without an employer provided place to work.  It also inlcudes a handy business use calculator to calculate the proportion of expenses deductible based on floor area and time used.

  Calculations/2023/Working From Home

• Property Investment Analysis (23 Jun 2023)

  Thanks to a request from one of our users, this calculator now allows you to analyse a potential property investment over any period from 1 to 10 years.

  Calculations/Budgets & Projections/Property Investment Analysis

• FBT - Cars (2023) (6 Apr 2023)

  Our existing calculator has been updated to include the following new features –

  • There are now 2 options for calculating the cost price of a car for FBT purposes.  Calculate from the contract price and make reductions or enter the individual components;
  • The OWDV of a car and accessories added after purchase are now automatically calculated but you still have the option of entering your own calculation;
  • A new “days available for private use” calculator has been added; and
  • Information about calculating the benefit and using the workbook has been expanded.

  Calculations/2023/FBT – Cars

• Tax Planning (2023) (6 Apr 2023)

  April is a good time to do some tax planning with your clients.  The 2023 version of our tax planning workbook has now been uploaded to the Calculations module.  Features include –

  • Project YTD profit to the end of the financial year using one of 3 options;
  • Explore tax planning measures to reduce the client’s taxable/net income;
  • View the marginal tax rates and income available at those rates for all related parties for tax-effective allocation of projected profit; and
  • Automatic calculation of tax payable by a large range of taxpayer types including Residents, Non-Residents and Minors, all with a combinations of MLS and/or HELP where applicable, as well as Seniors, Companies (standard & base rate), Super Funds (accumulation and pension phases) and Trusts.

  Calculations/2023/Tax Planning

• Rental Income - Reconciliation (6 Mar 2023)

  Reconcile rental income and deductions from agent and client records with multiple rental income schedules on the client’s tax return.

  Calculations/2022/Rental Income – Reconciliation

• JobPapers for Annual Accounts (5 Dec 2022)

  A new template calculation, Loan – Related Party, has been added to company, trust, partnership and sole trader JobPapers.

  Calculations/2022/JobPapers

• Loan - Related Party (3 Dec 2022)

  Amortise a related party loan, calculate daily interest, closing balance and payout amount.
  Replaces Interest – Related Party.

  Calculations/2022 & 2023/Loan – Related Party

• Foreign Income Tax Offset (30 Nov 2022)

  Convert foreign income, deductions and tax paid to AUD, calculate the offset limit and amount claimable.

  Calculations/2022/Foreign Income Tax Offset

• Lodgement Manager – Returns (23 Oct 2022)

  Now manage lodgement of client returns in an interactive dashboard using up to 3 user-defined reporting levels.

  Calculations/2022/Lodgement Manager – Returns

• Interest - Related Party (10 Oct 2022)

  Calculate interest on a related party loan.

  Calculations/2022 & 2023/Interest – Related Party

• CGT - Discount (1 Aug 2022)

  Calculate the CGT discount percentage for an individual with periods of foreign ownership.  This is a stand-alone version of the calculation in CGT – Property.

  Calculations/2022 & 2023/CGT – Discount

• CGT - Property (13 Jul 2022)

  Now calculating the CGT discount for periods of non-residency.

  Calculations/2022/CGT - Property

• CGT - Small Business Concessions (13 Jun 2022)

  Determine your client's eligibility for the small business CGT concessions and calculate the gain.  This Q & A style calculator includes the following –

  • Answer questions to test basic eligibility as well as eligibility for each of the 4 concessions
  • Calculate aggregated turnover
  • Calculate net asset values
  • Identify CGT concession stakeholders
  • Show results for the significant individual and 90% tests
  • Calculate the gain
  • Use your own order for claiming each concession
  • Handy tracing calculator

  Use this calculator either before the event for tax planning purposes or after the event to complete the client’s income tax return.

  Calculations/2021 and later

• Tax Planning 2022 (7 Mar 2022)

  For any entity type –

  • Project annual profit from part-year accounts
  • Adjust profit for tax reconciliation items and calculate taxable/net income
  • Deduct tax planning measures
  • Add names and other income of all related parties
  • Calculate marginal tax rates (MTR) and income available at that rate for both the client and related parties
  • Allocate taxable/net income and/or make deductible payments to related parties tax effectively using MTRs and income available at that rate

  Video (13:08)
  Calculations/Year/Tax Planning

• FBT - Cars (25 Nov 2021)

  Use this calculator in place of FBT JobPapers if you just want to calculate the taxable value of a car fringe benefit.

  Calculations/2021/FBT – Cars
  Calculations/2022/FBT – Cars

• PAYG, GST & FBT Instalment Variations (20 Nov 2021)

  Calculate and keep together all variations to PAYG, GST or FBT instalments for the year.  These are stand-alone versions of the sheets included with our new BAS Jobpapers below.

  Calculations/2022/FBT Instalment Variation
  Calculations/2022/GST Instalment Variation
  Calculations/2022/PAYGI Variation - Company
  Calculations/2022/PAYGI Variation - Individual

• BAS JobPapers (14 Nov 2021)

  All new Jobpapers for activity statements are now available for the year ended 30 June 2022.  Their features include -

  • Same look and feel as the annual accounts jobpapers;
  • Same job management tools as the above for each period during the year;
  • Keep all BAS reports and working papers for the entire year in one file;
  • Prepare GST reconciliations;
  • Calculate variations to GST, PAYG & FBT instalments;
  • The BAS summary included is automatically updated as you go along; and
  • At EOFY, just 2 clicks to copy the BAS summary from there to the Annual Accounts Jobpaper file.

  Calculations/2022/Jobpapers - BAS

• New Video - CGT Worksheets (25 Oct 2021)

  See a demonstration of our CGT worksheets covering the sale of property, shares and cryptocurrency.

  Main Menu/Videos

• New Video - Hire Purchase (22 Sep 2021)

  See a demonstration of the different hire purchase calculators available.

  Main Menu/Videos

• Query Sheet (22 Sep 2021)

  This new Microsoft Word version of our query sheet now contains a table for queries and responses which can be copied directly into your email to the client.

  Forms/Query Sheet

• Account Summary (14 Aug 2021)

  Summarise and reconcile any bank, credit card or loan account.

  Calculations/2021/Account Summary

• Updated Lodgement Manager – Returns (9 Aug 2021)

  Now import an ATO “All Clients” return lodgement report along with a client manager report from your system to manage practice obligations for lodgement of client income tax returns. With just 3 clicks to load the information to the dashboard, you will be able to slice and dice the data to view all desired combinations of returns and managers.

  Calculations/2021/Lodgement Manager – Returns

• Updated Lodgement Manager - BAS (4 Aug 2021)

  Now import an ATO not-lodged activity statement report along with a BAS manager report from your system to manage practice obligations for lodgement of client activity statements.  With just 3 clicks to load the information to the dashboard, you will be able to slice and dice the data to view all desired combinations of activity statements and managers.  Now comparing BAS manager performance.

  Calculations/2021/Lodgement Manager – BAS

• Division 7A Loan Register (25 Jul 2021)

  If you have a company with multiple year loans to multiple borrowers and want a summary to reconcile with your general ledger, use this register to paste the relevant figures in the amortisation summary from each file and all loans will be displayed in an interactive dashboard.

  Calculations/Division 7A

• Blackhole Expenditure (18 May 2021)

  Use this workbook to write off over 5 years certain business capital expenditure ("blackhole expenditure") not denied by some other provision. See immediate deductions for small & medium businesses below.

  Eligible Costs
  1. Establishing a company or other business structure
  2. Converting your business structure to a different structure
  3. Raising equity for your business
  4. Defending your business against a takeover
  5. Unsuccessfully attempting a takeover
  6. Stopping carrying on business (including liquidating a company).

  Small & Medium Businesses
  Note that from 1 July 2015, a start-up company, trust or partnership can immediately deduct a range of professional expenses associated with starting a new business, such as professional, legal and accounting advice.

• JobPapers Update (30 Mar 2021)

  We have commenced progressively releasing our new JobPaper collection of Excel workbooks, all included under your current annual subscription.

  A JobPaper is an Excel workbook with multiple worksheets, template calculations and a dashboard designed for use in a specific job type in your practice. Each JobPaper has its own built-in menu for easy navigation.

  When used in conjunction with a PDF copy of client records and a PDF editor, a JobPaper forms an essential part of a paperless platform for managing and completing a job in your practice, all contained in one file and saved in your document management system for easy retrieval.

  In addition to including the relevant Accountants Desktop template calculations for the job type, each workbook also comes with checklists for job procedures and pre and post job admin tasks (all customisable), a to do list, a queries sheet, sheets for file notes and job-related communications, a dedicated records sheet, as well as several worksheets for specific tax and accounting reports and calculations. All in one file!  At the end of the workbook there are blank worksheets to use for any other purpose.

  The following JobPapers have now been released –

  * 2020 annual accounts for a company
  * 2020 annual accounts for an SMSF
  * 2020 annual accounts for a partnership or sole trader
  * 2020 annual accounts for a trust
  * 2021 FBT
  * Sundry job (any other job not covered by a specific JobPaper)

  The final stage of our JobPaper collection is expected to be released in May/June and will include the following 2021 JobPapers:

  * BAS for a company
  * BAS for a trust
  * BAS for a partnership
  * BAS for a sole trader

  If you want some suggestions on working without paper in an accounting practice and see how JobPapers can form an integral part of that process, check out our short video on YouTube here.  Links to videos with Adobe and Excel tips will be released with the JobPapers.

• Tax Planning Workbooks Rolled Forward to 2021 (21 Feb 2021)

  Project annual profit, estimate taxable income and calculate tax payable by the business and their owners for 2021. Explore ways to defer or save tax.  Separate workbooks for companies and non-companies.

  Calculations/2021

• Rental Income – Private Use (19 Feb 2021)

  Summarise rental income and expenses and calculate tax deductible amounts for a property with private use (e.g. Airbnb).  Enter the floor areas of the property and income producing area along with the period or total nights used for private and income producing purposes for automatic calculation of the deductible amounts.

  Calculations/2020 & 2021

• CGT - Cryptocurrency (10 Oct 2020)

  Calculate the profit or loss and capital gain or loss on multiple disposals of cryptocurrency.  Enter unlimited purchases for each sale and select which parcels to sell based on the desired outcome.  Calculate the quantity and cost base of the remaining currencies where there was a partial disposal.

  Calculations/2020

• Unused Concessional Superannuation Contribution Caps (23 Aug 2020)

  Calculate and maintain a register of unused concessional superannuation contribution caps.  Calculate increased maximum caps each year where applicable and project expiry date of unused caps.

  Calculations/2020 and 2021

• Spending Analysis (15 Jun 2020)

  Analyse personal spending over a period of time by comparing movement in assets and liabilities with income received.

  Calculations/Financial/Spending Analysis

• Prepayment Schedule (24 Jan 2020)

  Calculate deductions claimable over their eligible service periods for prepayments made in either the current or prior financial year(s).

  Calculations/2019/Prepayment Schedule

• Hire Purchase Weekly (18 Jan 2020)

  New workbook to calculate interest, borrowing costs and end of financial year balances on hire purchase finance with regular weekly payments.

  Calculations/2019 & 2020/Hire Purchase Weekly

• Tax Planning Workbooks for 2020 (9 Jan 2020)

  Both workbooks have been updated for 2020 and have an improved layout for easier navigation.   An additional DIY worksheet has been included to enable your own calculations or to insert supporting documents.

  Calculations/2020/Tax Planning – Company, Tax Planning – Non-Company

• CGT – Property (3 Jan 2020)

  Improved layout for easier navigation.  This worksheet now allows entry of unlimited periods of private use or business use of main residence.  Ideal for sale of a property used for mixed purposes, including listing on Airbnb.   An additional DIY worksheet has been included to enable your own calculations or to insert supporting documents.

  Calculations/2019 & 2020/CGT – Property