Archives: Recent Updates
CGT – Cryptocurrency
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
Unused Concessional Superannuation Contribution Caps
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
Spending Analysis
Analyse personal spending over a period of time by comparing movement in assets and liabilities with income received. Calculations/Financial/Spending Analysis
Prepayment Schedule
Calculate deductions claimable over their eligible service periods for prepayments made in either the current or prior financial year(s). Calculations/2019/Prepayment Schedule
Hire Purchase Weekly
New workbook to calculate interest, borrowing costs and end of financial year balances on hire purchase finance with regular weekly payments. Calculations/2019 & 2020/Hire Purchase Weekly
Tax Planning Workbooks for 2020
Both workbooks have been updated for 2020 and have an improved layout for easier navigation. An additional DIY worksheet has been included to enable your own calculations or to insert supporting documents. Calculations/2020/Tax Planning – Company, Tax Planning – Non-Company
CGT – Property
Improved layout for easier navigation. This worksheet now allows entry of unlimited periods of private use or business use of main residence. Ideal for sale of a property used for mixed purposes, including listing on Airbnb. An additional DIY worksheet has been included to enable your own calculations or to insert supporting documents. Calculations/2019 &…
Apportion by Date
This calculation has been updated with the following new features – Option to enter either deductible or private periods; Calculate deductible and private components of multiple amounts; Additionally, further apportion by area if applicable; Sort tables; Protection of the calculation worksheet has been relaxed to allow use of empty cells; and An additional DIY worksheet…
ATO Audit – Asset Betterment
Use this workbook to project possible results under an ATO audit based on asset betterment. Calculations/2018/ATO Audit – Asset Betterment
Lodgement Manager – BAS
Download an ATO not lodged activity statement report for your practice and import it into this workbook for an in-depth analysis of your BAS lodgement obligations. The features include – Once downloaded, it will take you just a few minutes to copy and paste ATO data into this workbook; The Dashboard has a summary of…