Archives: Recent Updates
Workplace Rights & Obligations for Small Business
The Fair Work Ombudsman’s (FWO) new Small Business Showcase is a virtual hub containing a wealth of tools and resources to help you meet your workplace responsibilities. The Showcase helps you understand and deal with key workplace issues like hiring, minimum wages and keeping accurate records. It also includes: short instructional videos on how to…
Charge-out Rate Calculator
Calculate the charge-out rate for a small business service provider. Calculations/Budgets & Projections/Charge-out Rate Calculator
Break-even Analysis
Calculate the revenue required from either the sale of goods or services to break even. Features include – Enter gross profit ratio and fixed costs to an expandable table to calculate sales or fees required to break even; Enter the average sale amount to calculate the number of sales required to break even; Enter the…
Vary Quarterly PAYG Instalment for an Individual
Estimate the quarterly PAYG instalment amount or rate for a variation for an individual. Prepare up to 4 variations for a client and retain a full record of their PAYG instalment variations in the one file. Features include – Estimate gross income and deductions related thereto for each category of income. Account for reconciliation items…
Apportion by Date
This handy calculator will allow you to enter a date range and compare excluded periods within that range with the full period, giving total days, excluded days and percentage thereof and enter an amount for apportionment. Examples of how this workbook could be used include – Calculate days that a rental property was used for…
Fringe Benefits Tax 2018
Fringe benefits tax calculations, letters and forms for 2018 are now available on our site.
Retirement Planner
Use this workbook to help your clients plan for their retirement by projecting growth in their investments and superannuation balances to determine whether the accumulated funds will provide them with a comfortable retirement. See more information at the workbook page and Calculations/About Each Workbook. Calculations/Budgets & Projections/Retirement Planner
ATO Small Business Benchmarks
The 2017 version of this calculation (now shown under Calculations/2017) has been updated to include the latest benchmarks released by the ATO on 21 February 2018 from 2016 returns. Calculations/2017/Benchmarks (or Small Business Benchmarks)
Profit Manager
Analyse your client’s Trading/Profit & Loss Statement and explore the various options for improving their bottom line. Enter changes (up or down) to the following performance indicators for clients with either trading or services income (or both) and view the effect on their profit – Average sale or fee amount Repeat business Turnover or productivity…
Fee Schedule
Use our new schedule of fees template (in Microsoft Word) to set up a schedule for your practice. Providing new or existing clients with this information is a good way to manage their expectations in relation to the fees you charge for your services. Forms/Fee Schedule