Archives: Recent Updates

Thanks to a request from one of our users, this calculator now allows you to analyse a potential property investment over any period from 1 to 10 years. Calculations/Budgets & Projections/Property Investment Analysis

Our existing calculator has been updated to include the following new features – Calculations/2023/FBT – Cars

April is a good time to do some tax planning with your clients.  The 2023 version of our tax planning workbook has now been uploaded to the Calculations module.  Features include – Calculations/2023/Tax Planning

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

A new template calculation, Loan – Related Party, has been added to company, trust, partnership and sole trader JobPapers. Calculations/2022/JobPapers

Amortise a related party loan, calculate daily interest, closing balance and payout amount. Replaces Interest – Related Party. Calculations/2022 & 2023/Loan – Related Party

Convert foreign income, deductions and tax paid to AUD, calculate the offset limit and amount claimable. Calculations/2022/Foreign Income Tax Offset

Now manage lodgement of client returns in an interactive dashboard using up to 3 user-defined reporting levels. Calculations/2022/Lodgement Manager – Returns

Calculate interest on a related party loan. Calculations/2022 & 2023/Interest – Related Party

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