We have commenced progressively releasing our new JobPaper collection of Excel workbooks, all included under your current annual subscription.

A JobPaper is an Excel workbook with multiple worksheets, template calculations and a dashboard designed for use in a specific job type in your practice. Each JobPaper has its own built-in menu for easy navigation.

When used in conjunction with a PDF copy of client records and a PDF editor, a JobPaper forms an essential part of a paperless platform for managing and completing a job in your practice, all contained in one file and saved in your document management system for easy retrieval.

In addition to including the relevant Accountants Desktop template calculations for the job type, each workbook also comes with checklists for job procedures and pre and post job admin tasks (all customisable), a to do list, a queries sheet, sheets for file notes and job-related communications, a dedicated records sheet, as well as several worksheets for specific tax and accounting reports and calculations. All in one file!  At the end of the workbook there are blank worksheets to use for any other purpose.

The following JobPapers have now been released –

* 2020 annual accounts for a company
* 2020 annual accounts for an SMSF
* 2020 annual accounts for a partnership or sole trader
* 2020 annual accounts for a trust
* 2021 FBT
* Sundry job (any other job not covered by a specific JobPaper)

The final stage of our JobPaper collection is expected to be released in May/June and will include the following 2021 JobPapers:

* BAS for a company
* BAS for a trust
* BAS for a partnership
* BAS for a sole trader

If you want some suggestions on working without paper in an accounting practice and see how JobPapers can form an integral part of that process, check out our short video on YouTube here.  Links to videos with Adobe and Excel tips will be released with the JobPapers.

Project annual profit, estimate taxable income and calculate tax payable by the business and their owners for 2021. Explore ways to defer or save tax.  Separate workbooks for companies and non-companies.

Calculations/2021

Summarise rental income and expenses and calculate tax deductible amounts for a property with private use (e.g. Airbnb).  Enter the floor areas of the property and income producing area along with the period or total nights used for private and income producing purposes for automatic calculation of the deductible amounts.

Calculations/2020 & 2021

Calculate the profit or loss and capital gain or loss on multiple disposals of cryptocurrency.  Enter unlimited purchases for each sale and select which parcels to sell based on the desired outcome.  Calculate the quantity and cost base of the remaining currencies where there was a partial disposal.

Calculations/2020

Calculate and maintain a register of unused concessional superannuation contribution caps.  Calculate increased maximum caps each year where applicable and project expiry date of unused caps.

Calculations/2020 and 2021

Analyse personal spending over a period of time by comparing movement in assets and liabilities with income received.

Calculations/Financial/Spending Analysis

Calculate deductions claimable over their eligible service periods for prepayments made in either the current or prior financial year(s).

Calculations/2019/Prepayment Schedule

New workbook to calculate interest, borrowing costs and end of financial year balances on hire purchase finance with regular weekly payments.

Calculations/2019 & 2020/Hire Purchase Weekly

Both workbooks have been updated for 2020 and have an improved layout for easier navigation.   An additional DIY worksheet has been included to enable your own calculations or to insert supporting documents.

Calculations/2020/Tax Planning – Company, Tax Planning – Non-Company

Improved layout for easier navigation.  This worksheet now allows entry of unlimited periods of private use or business use of main residence.  Ideal for sale of a property used for mixed purposes, including listing on Airbnb.   An additional DIY worksheet has been included to enable your own calculations or to insert supporting documents.

Calculations/2019 & 2020/CGT – Property