Description
Property Sold
By Individuals
- Calculate cost base
- Calculate adjustments to cost base
- Main residence exemption
- Business use of main residence
- CGT discount where periods of non-residency
- Calculate tax payable
Shares And
Cryptocurrency
- Sell multiple parcels in one sale
- Enter ROC to calculate cost
- Calculate cost per unit/share
- Choose sale items for best tax outcome
- Calculate balance details after part sale
- Calculate gain or loss per sale and overall
- Prepare list of holdings at EOFY for next year
Small Business
Concessions
- Q & A style to determine eligibility
- Test for basic eligibility
- Active asset test
- 15 year exemption
- Retirement exemption
- Small business rollover
- Calculate aggregate turnover
- Calculate net asset values
- Identify CGT concession stakeholders
- Test for significant individual
- 90% test for interposed entities
- Calculate the gain
- Choose order for claiming concessions
- Handy tracing calculator
Worksheet Previews
Property
Shares
Small Business Concessions – Summary
Small Business Concessions – Q & A Format Sample
Discount Calculation Where Periods of Foreign Residency
