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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 was established and developed 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. Importantly, in a time characterised by unprecedented data breaches, we do not hold any client data. All of our content is downloaded to your system for data entry and saved there.

Take a quick tour of our site to the right. Expand the window to a full screen for a closer look. And 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 packages for sale below and purchase just what you need.

Please note: To use our calculators, you must have the desktop version of Excel. Our spreadsheets are not compatible with the cloud-based version of Excel, nor Excel for Mac, nor Google Sheets.

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30 Day Money Back Guarantee

Subject to a review of your download history

Accountants Desktop Features

Excel Templates

Get access to hundreds of Excel templates for tax, accounting and practice management calculations as well as our own unique JobPaper collection of workbooks which take the work out of workpapers.

Forms

Download dozens of checklists for practice workflow, job procedures and client communication.  Customise these Microsoft Word forms to suit the individual needs of your practice.

Library

Browse through our comprehensive list of links to the ATO and other websites to quickly find technical reference material.

Rates

Find any tax rate or threshold you need in our comprehensive list of current and prior years rates.

ATO News

Keep up to date with, or search our list for, ATO emails circulated regularly to tax practitioners.  We focus on topics of interest to small and medium practices

Template Letters

Make use of our extensive range of templates for your outgoing emails and letters.  Letters are in Microsoft Word format and can be downloaded and customised as necessary.

Why Use Accountants Desktop?

  • Reduce time spent on client work
  • Maintain or improve quality control
  • Consistency across your practice
  • Predictable and reliable outcomes
  • Guide new or inexperienced staff
  • Free up partner & manager time
  • “Flying start” for new practitioners
  • Broad range of resources to use
  • Timely updates to existing content
  • New content regularly added

Recent Updates

  • Rental Income – Reconciliation

    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

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

    Calculations/2022/JobPapers

  • Loan – Related Party

    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

    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

    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

    Calculate interest on a related party loan.

    Calculations/2022 & 2023/Interest – Related Party

  • CGT – Discount

    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

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

    Calculations/2022/CGT – Property

  • CGT – Small Business Concessions

    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

    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

    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

    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

    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

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

    Main Menu/Videos

  • New Video – Hire Purchase

    See a demonstration of the different hire purchase calculators available.

    Main Menu/Videos

  • Query Sheet

    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

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

    Calculations/2021/Account Summary

  • Updated Lodgement Manager – Returns

    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

Read More

Watch Our Videos

The first video takes you on a tour of our site and shows you what we offer.

The remaining three videos preview a day in the life of 3 Accountants Desktop users. Roger, partner, Jane, senior accountant and Kim, personal assistant show how they use Accountants Desktop in their work on a typical day.

Site Tour

Roger
Partner

Jane
Senior Accountant

Kim
Personal Assistant

To see all of our videos

Go to our YouTube channel

To access sample content

Try out Accountants Desktop

What people say about Accountants Desktop

I have been using Accountants Desktop since its inception and have found this website to be a most valuable tool in my armory for the many and varied aspects involved in a public practice. From spreadsheets to interview forms, quick links to the “recent updates”, rates, calculations and the library. This website is constantly updated with latest ATO information and I feel more than comfortable in recommending such a superior font of knowledge for any level of person in the accounting arena.

Genelle Nash, Client Manager

Ledgersmith
Thanks Dennis. You have done more than enough – we really appreciate your effort on this. We love the CGT spreadsheet and use it quite often so this is great 

Vicki Zambelli

Abacus Taxation Services, Qld
We need to thank you for your fantastic product, we use a little something from your website each and every day!

Chantal Spangenberg

Abacus Taxation Services, Qld
I have been using Accountants Desktop for the last few years. As a sole practitioner I am very time poor, and I’m always looking for ways to make my practice a more efficient one. Accountants Desktop has been able to assist me with working papers (via excel), staff checklists and a quick view to look up important rates. Why re-create the wheel and make worksheets from scratch, download one of the many Accountants desktop excel working papers. The subscription is worth every cent.

Nathan Rigney

NGR Accounting
Thank you.  BTW, enjoying your workpapers.    Using the AccountsCompany2022 – VERY good.  Congratulations.

Kathie Klein

In The Black Accounting
I have recently purchased a subscription to your website and I love it. I think you provide an enormous value for the price tag – thankyou. I have previously used the (name removed) workpapers and am slowly changing over to yours. There are a few things your workpapers do much better (your Div7a workpaper is awesome). There are also a few features in the (name removed) workpapers which I find myself missing in some of your versions. Do you have an avenue for feature requests or suggestions? Thanks again for all of your great work.

Angela Roberts, Senior Accountant (BCom)

OOL Accounts
I have been using Accountants Desktop for over 6 years and it has been invaluable to my business. The information, links and spreadsheets have helped my staff and myself tenfold over the years; it has simplified our processes and helped us produce accurate work every time using their forms/spreadsheets. I would thoroughly recommend Accountants Desktop to any accountant or bookkeeping business and I can’t thank Dennis @ Accountants Desktop enough for the support and his wonderful website.

Samantha Sharp

Guardian Bookkeeping & Training
Thanks Dennis. Keep up the good work – love the website.

Andrew McManus

HLV Partners
As a sole practitioner, I truly value the resources included in your subscription; they’ve been incredibly useful in supporting my own practice and saving me time.

Deborah Ianchello

CA | Director
BTW I really really like these working papers! If I can do this without the training – imagine with training – it’s a brilliant spreadsheet

Alicia Adams, Sunshine Coast (on our new JobPapers)

Ledgersmith
I finally have my own login, after all these years.  So excited!  I love your website! The available tools and resources make working in an accounting practice effortless!

Rosanna Felicetti

Ledgersmith
Thank you so much for providing such a great resource. As a sole practitioner I have found the resources you provide of immense help over the years.

Rosie Squibb. BCom MAppTax

CA SMSF Specialist
Love your work Dennis. Your service is excellent. THANK YOU. Paul

Paul Bailey B. Bus. (Accounting) FIPA, FFA

Northern Beaches Accountants
We have been using the lodgment dashboard in the 2022 financial year, and it really has been a wonderful tool, so thank you.

Lyn Williamson, Reporting & Compliance Manager

DLA Partners
Thanks for that – I love this worksheet – along with so many of the others that you have.

Coral Page, Principal

Knox Taxation and Business Advisory

Subscription Levels

For access to all of our site content

1 – 5 Users

$1,395 PA

Effective cost $23 per user
per month with 5 users

OR

$130 PM

Minimum 12 months

All prices include GST
Subscribe

6 – 10 Users

$2,145 PA

Effective cost $17 per user
per month with 10 users

OR

$200 PM

Minimum 12 months

All prices include GST
Subscribe

11 – 15 Users

$2,685 PA

Effective cost $14 per user
per month with 15 users

OR

$250 PM

Minimum 12 months

All prices include GST
Subscribe

16 – 20 Users

$3,005 PA

Effective cost $12 per user
per month with 20 users

OR

$280 PM

Minimum 12 months

All prices include GST
Subscribe

Larger Plans

Contact Us

We accept Mastercard, Visa, Diners Club and American Express

Please note: To use our calculators, you must have the desktop version of Excel.

Our spreadsheets are not compatible with the cloud-based version of Excel, nor Excel for Mac, nor Google Sheets.

Calculation Packages For Sale

Browse through the individual packages for sale below if you are only looking for a specific solution.

If you purchase any calculation package below, you will have unlimited use of the files within your practice and you will receive all subsequent updates to any files included in that package as well as any new calculations added after your purchase.

Try out Accountants Desktop

Just fill in the form below and you will get access to our samples page with free downloads.

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(02) 9542 4655

info@accountantsdesktop.com.au

PO BOX 507 Sutherland NSW 1499

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