Archives: Recent Updates

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 calculations, letters and forms for 2018 are now available on our site.

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

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)

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…

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

Two separate tax planning workbooks (for companies and non-companies) for 2018 are now available to project annual profit, estimate taxable income & tax payable and devise ways to defer or save tax. Tax Planning – Company Tax Planning – Non-Company

Calculate fortnightly gross wages and PAYGW based on variable net wages of business owners. PAYGW – Pay Estimate Fortnightly

Four workbooks have been rolled forward to 2018 to assist with projections for PAYG Withholding Variations for the year ended 30 June 2018.  They include projections for rental income and expenses, depreciation of fixtures and fittings, interest on investment loans and motor vehicle expenses. PAYGW Variation – Depn PAYGW Variation – Interest PAYGW Variation –…

We have added our fringe benefits tax calculator for use with all employer and fringe benefit types for the year ended 31 March 2017.  The workbook includes calculation of FBT payable where applicable, calculation of the value of benefits for an employee contribution and a summary of all benefits by type and employee. FBT –…