For any entity type –

• Project annual profit from part-year accounts
• Adjust profit for tax reconciliation items and calculate taxable/net income
• Deduct tax planning measures
• Add names and other income of all related parties
• Calculate marginal tax rates (MTR) and income available at that rate for both the client and related parties
• Allocate taxable/net income and/or make deductible payments to related parties tax effectively using MTRs and income available at that rate

Video (13:08)
Calculations/Year/Tax Planning

Use this calculator in place of FBT JobPapers if you just want to calculate the taxable value of a car fringe benefit.

Calculations/2021/FBT – Cars
Calculations/2022/FBT – Cars

Calculate and keep together all variations to PAYG, GST or FBT instalments for the year.  These are stand-alone versions of the sheets included with our new BAS Jobpapers below.

Calculations/2022/FBT Instalment Variation
Calculations/2022/GST Instalment Variation
Calculations/2022/PAYGI Variation – Company
Calculations/2022/PAYGI Variation – Individual

All new Jobpapers for activity statements are now available for the year ended 30 June 2022.  Their features include –

• Same look and feel as the annual accounts jobpapers;
• Same job management tools as the above for each period during the year;
• Keep all BAS reports and working papers for the entire year in one file;
• Prepare GST reconciliations;
• Calculate variations to GST, PAYG & FBT instalments;
• The BAS summary included is automatically updated as you go along; and
• At EOFY, just 2 clicks to copy the BAS summary from there to the Annual Accounts Jobpaper file.

Calculations/2022/Jobpapers – BAS

See a demonstration of our CGT worksheets covering the sale of property, shares and cryptocurrency.

Main Menu/Videos

See a demonstration of the different hire purchase calculators available.

Main Menu/Videos

This new Microsoft Word version of our query sheet now contains a table for queries and responses which can be copied directly into your email to the client.

Forms/Query Sheet

Summarise and reconcile any bank, credit card or loan account.

Calculations/2021/Account Summary

Now import an ATO “All Clients” return lodgement report along with a client manager report from your system to manage practice obligations for lodgement of client income tax returns. With just 3 clicks to load the information to the dashboard, you will be able to slice and dice the data to view all desired combinations of returns and managers.

Calculations/2021/Lodgement Manager – Returns

Now import an ATO not-lodged activity statement report along with a BAS manager report from your system to manage practice obligations for lodgement of client activity statements.  With just 3 clicks to load the information to the dashboard, you will be able to slice and dice the data to view all desired combinations of activity statements and managers.  Now comparing BAS manager performance.

Calculations/2021/Lodgement Manager – BAS