Archives: Recent Updates

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

Now calculating the CGT discount for periods of non-residency. Calculations/2022/CGT – Property

Determine your client’s eligibility for the small business CGT concessions and calculate the gain.  This Q & A style calculator includes the following – 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

For any entity type – Video (13:08) Calculations/Year/Tax Planning

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