Our all-in-one Excel working paper solution for 2026 annual accounting jobs is now available for download and can be used for any entity type.

There have been some significant changes this year, including the following –

• New worksheet – BAS Reconciliation
• New worksheet – GL Reconciliation
• New worksheet – Journal Changes
• A greater focus on reconciliations, including centralised control with a summary on the dashboard
• ATO benchmarks updated to the 2026 release

Our all-in-one Excel working paper solution for personal income tax returns for your client AND their partner for 2026 is now available for download.

And the 2026 versions of related tax forms can be downloaded from the Forms module. Each form includes PDF and Word versions of the following –

• Interview – Personal Tax Return
  Use this form to record notes during a client meeting where the information will be used to prepare their personal tax return later. While this may not be your usual workflow, most practices will need to handle this type of client interview from time to time.
  
• Records Personal Return – Short
  A concise one-page form you can send to your clients to help collect the information you need up front and reduce productivity-sapping delays caused by missing records.
  
• Records Personal Return – Long
  This 6-page version allows clients to provide detailed information about their income and expenses. It is best used selectively for clients who cannot attend your office and have the capacity to complete the form accurately.

The 2027 version of this calculator is now available for download. It’s a good time to set up a system for those clients who need help managing their tax payments. Help them to avoid spending funds that aren’t truly available.

The ideal client types who would benefit from having their tax payments managed include –

• New businesses without a PAYG instalment rate.
• Growing businesses.
• Clients who generally struggle to meet their ongoing tax obligations.

Click here to see our video on YouTube.

The file can be downloaded from Calculations/Budgets & Projections/Tax Money.

We have redesigned this workbook to allow easier copy and paste of trial balances whether they be one column or two.

This workbook has been re-designed for easier budgeting. Apart from the new layout, you can now filter on key components of the budget and calculate a budget for, or quote on, a multi-year job.

Our trust distributions calculator for 2026 is now available for download. Key features include –

1. Use it for both non-streaming and streaming distributions.
2. View the marginal tax rates for all beneficiaries based on their non-trust income.
3. See how much income is available at those marginal tax rates.
4. Based on 2 and 3 above, enter distributions for tax purposes and the workbook converts those amounts to accounting distributions for the resolution.
5. Once distributions for tax purposes have been determined and the corresponding accounting distributions calculated, you can complete the trustee resolution which is part of the file.
6. And when it comes to preparing the trust tax return, you input actual accounting distributions to the worksheet, and the various components of those distributions for tax purposes will be calculated for each beneficiary and return form item.

All FBT content for 2026 has now been uploaded to our site. That content includes –

Excel Files
FBT JobPaper – an all-in-one workpaper solution for FBT jobs.
FBT Cars – calculate car benefits only.
FBT RFB – calculate reportable benefits only.

Letters
FBT Return – request details for FBT return.
FBT Accounts – request details for employee contribution.
FBT Return Sign – send return for signature.

Forms
FBT All Benefits Checklist – list of potential benefits to send with FBT letter.
FBT Car Benefit Schedule – send with FBT letter to get car details.

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.

Our Letters have been redesigned with a fresh look and improved functionality to make them more user-friendly.

The landing page for Letters (About Letters) now has a map showing a complete list of available letters and the menu item under which they can be found. Selecting a letter from that left hand side menu will display the following on your screen –

• Full text of the letter with instructions in red;
• A brief description of its intended use;
• The date last reviewed;
• Any associated forms from our site that should be attached;
• Any other attachments; and
• A link to download the file in Microsoft Word format.

You will now be able to view any letter on screen before downloading the file to assess its suitability for your needs. There are now 2 ways you can use these letters –

1. Copy and paste part or all of the letter on screen to your outgoing email or letter; or
2. Download the Word file to your computer to customise the text to suit your needs or add it to your own collection of template letters.

Although our letters will be reviewed on a periodic basis, ATO and other notices can change at any time so carefully review our template to ensure that it is appropriate for your circumstances. If you receive a notice not covered by our existing templates, please send us the standard text from that notice, excluding sensitive information, and we will be happy to add a new letter to our collection.

This calculator has replaced the annual calculators of the same name. Find it in Calculations/Financial Calculations. Features include –

• Use for any period and multiple years. (new)
• Amortise a related party (unstructured) loan.
• Calculate interest and closing balances for each financial year.
• Calculate the payout amount at any time during the life of the loan.
• Change interest rates as many times as needed (new).
• Sort date columns automatically.
• Automatically add 30 June entries for each financial year needed (new).
• Filter entries by financial year (new).

Find it at Calculations/Related Party Loan