Our 2026 Tax Planning calculator is now available for download. Click here to watch a brief demonstration video on YouTube.
Designed for practical client work, this workbook helps you identify tax-planning opportunities and calculate potential savings by enabling you to –
- Analyse part year accounts and where they were prepared by your client, adjust for any errors to arrive at a true profit for the period.
- Project annual profit by choosing from these three options –
- Annualise YTD profit;
- Enter details of projected income and expenses to the end of the year; or
- Enter a summary of projected income and expenses to the end of the year.
- Adjust the projected annual profit for tax reconciliation items and calculate taxable/net income.
- Apply tax planning measures including deductible payments to related parties. Calculate the additional tax payable by those taxpayers to see the overall tax saved by the client group.
- Calculate projected marginal tax rates (MTRs) and income available at those rates for partners and beneficiaries; and
- Project tax-effective distributions by discretionary trusts to beneficiaries using MTRs and income available at those rates.