Archives: Recent Updates

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…

Now import an ATO not-lodged activity statement report along with a BAS manager report from your system to manage practice obligations for lodgement of client activity statements.  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 activity…

If you have a company with multiple year loans to multiple borrowers and want a summary to reconcile with your general ledger, use this register to paste the relevant figures in the amortisation summary from each file and all loans will be displayed in an interactive dashboard. Calculations/Division 7A

Use this workbook to write off over 5 years certain business capital expenditure (“blackhole expenditure”) not denied by some other provision. See immediate deductions for small & medium businesses below. Eligible Costs 1. Establishing a company or other business structure 2. Converting your business structure to a different structure 3. Raising equity for your business…

We have commenced progressively releasing our new JobPaper collection of Excel workbooks, all included under your current annual subscription. A JobPaper is an Excel workbook with multiple worksheets, template calculations and a dashboard designed for use in a specific job type in your practice. Each JobPaper has its own built-in menu for easy navigation. When…

Project annual profit, estimate taxable income and calculate tax payable by the business and their owners for 2021. Explore ways to defer or save tax.  Separate workbooks for companies and non-companies. Calculations/2021

Summarise rental income and expenses and calculate tax deductible amounts for a property with private use (e.g. Airbnb).  Enter the floor areas of the property and income producing area along with the period or total nights used for private and income producing purposes for automatic calculation of the deductible amounts. Calculations/2020 & 2021

Calculate the profit or loss and capital gain or loss on multiple disposals of cryptocurrency.  Enter unlimited purchases for each sale and select which parcels to sell based on the desired outcome.  Calculate the quantity and cost base of the remaining currencies where there was a partial disposal. Calculations/2020

Calculate and maintain a register of unused concessional superannuation contribution caps.  Calculate increased maximum caps each year where applicable and project expiry date of unused caps. Calculations/2020 and 2021

Analyse personal spending over a period of time by comparing movement in assets and liabilities with income received. Calculations/Financial/Spending Analysis