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Our working paper solution for your annual accounting jobs for the year ended 30 June 2025 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. 

Save precious time and use our trust distribution workbook for your discretionary trust distributions for the year ended 30 June 2025.

Using projected net (taxable) income for the year, you can view the marginal tax rates and income available at those rates for each beneficiary to make tax-effective distributions. The worksheet will convert those taxable distributions to accounting distributions for the trustee resolution.  The resolution forms part of this workbook.

And when the time comes to prepare the trust tax return, you can enter actual accounting distributions to calculate the individual (taxable) amounts to be shown at each return label for the beneficiaries on the trust return.

For more information, read on and watch our videos below for a demonstration of the calculator in action and go on a brief tour of our website to find more of our solutions for your practice.

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. 

Whether you need to prepare an FBT return or calculate the value of a benefit for an employee contribution in your clients’ accounts, our FBT workpapers have you covered. 

The following files for 2025 are included with this package –

Excel Files
FBT 2025.  Full set of working papers for all benefit and employer types.
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 taxable benefits..
FBT Car Benefit Schedule. Schedule for client to record details of car benefits only.

And we have added the same Excel files above for 2024 as a bonus offer.

Important: please read the information included with this package about downloading our Excel files.

Warning: check your version of Excel because these files are not compatible with Microsoft Excel versions 2019 and prior 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 2025 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. 

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. 

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. 

Our tax planning workbook for 2025 will project annual profit from a year to date figure to the end of the financial year and estimate tax payable by your client and all associated entities and individuals before and after tax planning measures. 

For discretionary trusts, the marginal tax rate (MTR) of each beneficiary and income available at that rate will be calculated to enable tax effective distributions to the lowest MTR beneficiaries.

For more information, read on and watch our video below 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.