Archives: Recent Updates

These lodgement dashboards are now available for download. Using our dashboards will allow you to import a lodgement report from the ATO and matching data from your practice management system to produce an interactive dashboard capable of viewing data with multiple filters. You have a choice of up to 3 user-defined reporting levels.  Click here to…

User request Use this cashflow forecast to project weekly receipts and payments over a 12 month period. Along with our monthly version, their features include – Calculations/Budgets & Projections/Cashflow Forecast

Records Checklists New records checklists for 2024 returns have now been uploaded to Forms.  One constant challenge when preparing personal returns is getting all of the information you need up front.  Delays in completing returns breeds inefficiency, increases the time you spend on the job and ultimately affects cashflow.  There are two versions of these…

Change to layout.  All calculations can now be viewed on one screen. Calculations/2024/Asset Acquisition

New Layout  New Video Analyse a proposed rental property acquisition by your client and advise on – Or in the case of a negatively-geared property, use hypothetical information to profile an ideal property to match the client’s excess cashflow.  Tax rates have been updated for the 2025 financial year. Calculations/Budgets & Projections/Property Investment Analysis

This handy calculator will help you estimate rental income and deductions, interest on investment loans, motor vehicle expenses and depreciation on related assets for 2025 for a PAYG withholding variation.  This year, all calculations are now in this one file. Calculations/2025/PAYG Withholding Variations

You can now start using this calculator part way through the term of the loan by entering a start year and balance at the beginning of that year.  This update will help users move existing loans across from a different calculator. Calculations/Division 7A Loans

Save precious time and use our trust distribution workbook for your discretionary trust distributions for the year ended 30 June 2024. Using projected net (taxable) income for the year, you can view the marginal tax rates and income available at those rates for each beneficiary to make tax-effective distributions. The worksheet will convert those taxable…

Click here to view an updated video on these calculators.

All HP calculators are no longer date dependant and have been moved to Calculations/Financial. The journal worksheet in our HP schedules now includes a journal for acquisition of the asset. Calculations/Financial