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Our working paper solution for your annual accounting jobs for the year ended 30 June 2026 is a multi-sheet Microsoft Excel file packed with features and saved in your document management system with other client records for easy retrieval.
This calculator offers maximum flexibility in a platform familiar to all accountants. Unused cells in this workbook are not protected allowing you to use them for your own purposes. Also, import other Excel data with just a few clicks as well as insert pictures, callouts, shapes, icons or screen shots to make it easier to follow or review your work. It even contains ticks and crosses to emulate paper-based processing.
For more information, read on and go to our YouTube channel (link below) to have a closer look at this calculator as well as a brief tour of our website.
Warning: this file is not compatible with Microsoft Excel versions 2019 or earlier, or the cloud-based version of Excel, or Excel for Mac, or Google Sheets.
Our ATO Small Business Benchmarks workbook for 2026 contains the very latest performance benchmarks released by the ATO for around 100 different industries. Avoid any unwelcome audit activity from the ATO by checking your client’s performance against ATO benchmarks before lodging their return. You can then have appropriate discussions if their figures are outside the key performance ratio specified for that industry
This package includes a template letter to send to the client with a copy of the report. For more information, read on and watch our video below to be taken on a brief tour of our website to see what else we have on offer for full subscribers to our site.
Warning: this file is not compatible with Microsoft Excel versions 2016 or prior, or the cloud-based version of Excel, Excel for Mac, or Google Sheets.
Our CGT calculators are designed for those not so straightforward disposals during the years ended 30 June 2025 and 2026. As with all of our packages, you will have unlimited use of these calculators within your practice and we will provide you with any updates to the files after purchase.
This package includes 10 Excel files with 2025 and 2026 financial year calculations for the sale of Property, Shares and Cryptocurrency as well as a CGT Small Business Concessions calculator and a CGT Discount calculator where there are periods of non-residency.
For more information, read on and watch our videos below for a demonstration of each workbook as well as a brief tour of our website.
Warning: this file is not compatible with Microsoft Excel versions 2019 or earlier, or the cloud-based version of Excel, or Excel for Mac, or Google Sheets.
Manage the Division 7A loan obligations for a client who takes out an unsecured loan with a private company on or before 30 June 2026 under a written agreement with a maximum payment period of 7 years. The package includes the following 3 Excel files –
For more information, read on and watch our videos below to see this calculator in action and to be taken on a brief tour of our website.
Warning: this file is not compatible with Microsoft Excel versions 2016 or the cloud-based version of Excel, Excel for Mac, or Google Sheets.
Our working paper solution for your individual income tax returns for the year ended 30 June 2026 is a multi-sheet Excel file which can be used for both your client and their partner. It is packed with features and saved in your document management system with other client records for easy access.
And we have included Personal Records Checklists (a short version with tick boxes and a long version to record information) in both PDF format and Microsoft Word, so you can customise these forms to suit your needs. Send these forms to your client before you start the process to ensure that you get what you need up front enabling speedy completion of their return.
For more information, read on and see our videos (links below) for a demonstration of the file as well as a brief tour of our website.
Warning: this file is not compatible with Microsoft Excel versions 2019 or the cloud-based version of Excel, Excel for Mac, or Google Sheets.
Calculate variations to instalments raised in activity statements for the year ended 30 June 2026 for PAYG (individuals and companies), GST and FBT.
This package includes the following 4 Excel files –
As with all of our calculation packages, these files are downloaded to your system and are available for unlimited use within your practice. As well, you will be provided with any future updates to either the files or the calculation package.
Warning: this file is not compatible with Microsoft Excel versions 2016 or earlier, or the cloud-based version of Excel, or Excel for Mac, or Google Sheets.
Use this workbook to advise your client on the financial impact of a proposed investment property acquisition by up to 4 individuals, companies or SMSFs. Calculate before and after tax cashflow (for affordability), investment yield and return and CGT and equity for any ownership period from 1 to 10 years.
To ensure correct tax calculations, this workbook cannot be used after 30/06/2026.
This calculator comes with a bonus PAYGW variation calculator and client questionnaire to help you estimate rental income and deductions, interest on investment loans, motor vehicle expenses and depreciation on related assets for 2026 for a PAYG withholding variation application.
For more information, read on and watch our videos below to watch a demo of this calculator and to be taken on a brief tour of our website.
Warning: this file is not compatible with Microsoft Excel versions 2019 or the cloud-based version of Excel, Excel for Mac, or Google Sheets.
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