Archives: Recent Updates

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

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.

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

All FBT content for 2026 has now been uploaded to our site. That content includes – Excel FilesFBT JobPaper – an all-in-one workpaper solution for FBT jobs.FBT Cars – calculate car benefits only.FBT RFB – calculate reportable benefits only. LettersFBT Return – request details for FBT return.FBT Accounts – request details for employee contribution.FBT Return…

Our 2026 Tax Planning calculator is now available for download. Click here to watch a brief demonstration video on YouTube. Designed for practical client work, this workbook helps you identify tax-planning opportunities and calculate potential savings by enabling you to –

Our Letters have been redesigned with a fresh look and improved functionality to make them more user-friendly. The landing page for Letters (About Letters) now has a map showing a complete list of available letters and the menu item under which they can be found. Selecting a letter from that left hand side menu will…

This calculator has replaced the annual calculators of the same name. Find it in Calculations/Financial Calculations. Features include – Find it at Calculations/Related Party Loan

Use this calculator to help complete question 20 on the 2025 individual return. It replaces Foreign Income Tax Offset (FITO). The handy features of this workpaper include – Find it at Calculations/2025/Foreign Income – Individual

Records checklists and interview notes for personal returns for 2025 are now available for download. Send the records checklists to clients to make sure you get all the information you need to prepare their return and avoid time wasting requests for missing information. There are two records checklist options; a simple one-page checklist and a…

This handy worksheet will help you calculate gross income and net assets for a sophisticated investor certificate. Find it at Calculations/Financial/Sophisticated Investor