---

We have redesigned this workbook to allow easier copy and paste of trial balances whether they be one column or two.

15 April 2026

---

This workbook has been re-designed for easier budgeting. Apart from the new layout, you can now filter on key components of the budget and calculate a budget for, or quote on, a multi-year job.

11 April 2026

---

Our trust distributions calculator for 2026 is now available for download. Key features include –

1. Use it for both non-streaming and streaming distributions.
2. View the marginal tax rates for all beneficiaries based on their non-trust income.
3. See how much income is available at those marginal tax rates.
4. Based on 2 and 3 above, enter distributions for tax purposes and the workbook converts those amounts to accounting distributions for the resolution.
5. Once distributions for tax purposes have been determined and the corresponding accounting distributions calculated, you can complete the trustee resolution which is part of the file.
6. And when it comes to preparing the trust tax return, you input actual accounting distributions to the worksheet, and the various components of those distributions for tax purposes will be calculated for each beneficiary and return form item.

8 April 2026

---

All FBT content for 2026 has now been uploaded to our site. That content includes –

Excel Files
FBT JobPaper – an all-in-one workpaper solution for FBT jobs.
FBT Cars – calculate car benefits only.
FBT RFB – calculate reportable benefits only.

Letters
FBT Return – request details for FBT return.
FBT Accounts – request details for employee contribution.
FBT Return Sign – send return for signature.

Forms
FBT All Benefits Checklist – list of potential benefits to send with FBT letter.
FBT Car Benefit Schedule – send with FBT letter to get car details.

2 April 2026

---

A gross profit calculator has been added to the projected income schedule to calculate gross profit from multiple trading activities.

23 March 2026