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Our working paper solution for your annual accounting jobs for the year ended 30 June 2024 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 see an overview and detailed instructions on using 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 CGT calculators are designed for those not so straightforward disposals during the years ended 30 June 2024 and 2023.  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 2023 and 2024 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 the cloud-based version of Excel, 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 All.  Request information from client about all benefits.
FBT Cars.   Request information from client about car benefits only.
FBT Return Sign.  Covering letter with return for signature.

Forms
FBT All Checklist.  Help client to identify any taxable benefits.
FBT Cars.  Client to record details of car benefits.

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 2024 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. 

This package includes 4 Excel files which will calculate variations to instalments raised in activity statements for the year ended 30 June 2025 for PAYG (individuals and companies), GST and FBT. 

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. 

For more information, read on and watch our 3 videos below to see a demonstration of these calculators as well as a brief tour of our website.

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 30/06/2025.

This calculator comes with a bonus PAYGW variation calculator to help you estimate rental income and deductions, interest on investment loans, motor vehicle expenses and depreciation on related assets for 2025 for a PAYG withholding variation.

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.