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Identify potential ATO audit risks before lodging your clients’ tax returns with our ATO Small Business Benchmarks Calculator for 2026.

This easy-to-use Excel workbook incorporates the latest ATO small business performance benchmarks for approximately 100 industries, allowing you to quickly compare your clients’ financial results against the benchmarks relevant to their business activities.

Identify potential problems before the ATO does.

By checking your clients’ key performance ratios against ATO benchmarks before lodging their returns, you can identify results that fall outside the expected ranges and investigate possible discrepancies.

This provides an opportunity to discuss unusual results with your clients, confirm the accuracy of their financial information and document any explanations that may be required if the ATO subsequently raises questions.

The package also includes a template client letter, allowing you to provide your clients with a copy of their benchmark comparison report and explain any matters requiring attention.

A simple but valuable addition to your review procedures, helping you identify potential compliance risks, improve client communication and maintain appropriate supporting documentation.

For more information, explore the features below and watch our site tour video below to discover the other calculators and working paper solutions available to Accountants Desktop subscribers.

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. 

Simplify complex Capital Gains Tax calculations with our comprehensive CGT Calculators package for the financial years ended 30 June 2026 and 2027.

Designed specifically for accountants in public practice, these practical Microsoft Excel calculators help you manage capital gains tax calculations that require more than a straightforward assessment of proceeds and cost base.

Take the complexity out of calculating capital gains and losses.

The package includes 10 Excel workbooks covering a range of CGT transactions and circumstances, including:

• Property disposals – Calculate capital gains and losses arising from the sale of property.

• Share disposals – Calculate CGT consequences from share transactions.

• Cryptocurrency disposals – Determine capital gains and losses from cryptocurrency transactions.

• Small Business CGT Concessions – Assist with calculating the available CGT concessions for eligible small business disposals.

• CGT Discount for Non-Residents – Calculate the applicable CGT discount where periods of foreign residency affect a taxpayer’s entitlement.

Save time, improve accuracy and maintain well-documented calculations for your clients’ CGT transactions, including those involving more complex tax considerations.

As with all Accountants Desktop calculation packages, the Excel workbooks are downloaded directly to your system and can be used for an unlimited number of clients within your practice.

Your purchase also includes any future updates to the calculators at no additional cost.

Ten practical Excel calculators in one convenient package, helping you manage complex CGT calculations efficiently and confidently.

For more information, explore the features below and watch our demonstration video to see the individual calculators in action and discover the other solutions available from Accountants Desktop.

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.

Simplify the preparation, calculation and review of your clients’ Fringe Benefits Tax obligations with our comprehensive FBT Workpapers package for the 2026 FBT year.

Whether you’re preparing a complete FBT return or simply calculating the taxable value of a benefit to determine an employee contribution in your client’s accounts, this package provides the tools you need to get the job done efficiently.

Designed specifically for accountants in public practice, the package combines practical Microsoft Excel workpapers with ready-to-use client letters and forms, helping you streamline the entire FBT process.

The package includes the following Excel workbooks for 2026:

• FBT All-in-One Workpapers – A comprehensive set of working papers covering all fringe benefit and employer types.

• FBT Cars – A dedicated calculator for determining the taxable value of car fringe benefits.

• FBT Reportable Fringe Benefits – Calculate reportable fringe benefits for employees.

Client correspondence templates

Save time requesting information and communicating with clients using three ready-to-use letters:

• FBT Return – Request the information required to prepare your client’s FBT return.

• FBT Accounts – Request details needed to calculate employee contributions for accounting purposes.

• FBT Return Signing – Send the completed FBT return to your client for review and signature.

Client information forms

The package also includes two practical forms to help you collect the information required:

• FBT All Benefits Checklist – A comprehensive checklist to help identify potential fringe benefits provided by your clients.

• FBT Car Benefit Schedule – A convenient form for clients to record the information required to calculate car fringe benefits.

Bonus – 2025 FBT Calculators Included

As an added benefit, we’re also including the 2025 FBT calculators at no additional cost, giving you access to the previous year’s calculations when required.

One comprehensive package for managing your clients’ FBT obligations, helping you save time, improve consistency and maintain well-documented working papers.

Important: Please read the downloading instructions provided with this package before downloading and using our Excel workbooks.

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. 

Streamline the preparation, documentation and review of your clients’ individual income tax returns with our comprehensive Individual Tax Return Workpapers for the financial year ended 30 June 2026.

Designed specifically for accountants in public practice, this feature-packed Microsoft Excel workbook provides a complete working paper solution for preparing individual tax returns, with the added convenience of accommodating both your client and their partner in a single file.

Bring together your calculations, supporting records, checklists and working papers in one organised workbook, which can be saved alongside your client’s other records in your document management system for easy retrieval.

Get the information you need from your clients before you start.

The package also includes Personal Records Checklists designed to help your clients provide the information and supporting documents required to complete their tax returns.

Two versions are provided:

• Short Checklist – A convenient tick-box format for clients to identify the information and records they need to provide.

• Detailed Checklist – A more comprehensive version allowing clients to record relevant information and provide additional details.

Both checklists are supplied in Microsoft Word and PDF formats, giving you the flexibility to customise them to suit your practice.

Send these checklists to your clients before commencing their returns to minimise missing information, reduce follow-up queries and help you complete their work more efficiently.

One workbook for your client and their partner, supported by practical checklists that make tax return preparation easier for everyone.

For more information, explore the features below and watch our demonstration videos to see the workpapers in action and discover the other solutions available from Accountants Desktop.

Warning: this file is not compatible with Microsoft Excel versions 2019 or the cloud-based version of Excel, Excel for Mac, or Google Sheets. 

Simplify the calculation and management of PAYG, GST and FBT instalment variations for your clients for the financial year ending 30 June 2027.

These easy-to-use Excel calculators provide an efficient way to calculate and document variations to instalments raised on your clients’ activity statements, helping you ensure that instalments reflect their current financial circumstances rather than relying on historical assessments.

The package includes four Excel calculators:

• PAYG Instalment Variation – Individual 2027

• PAYG Instalment Variation – Company 2027

• GST Instalment Variation 2027

• FBT Instalment Variation 2027

Download once and use throughout your practice.

As with all Accountants Desktop calculation packages, the Excel files are downloaded directly to your system and can be used for an unlimited number of clients within your practice.

Your purchase also includes any future updates to the individual calculators or the package, at no additional cost.

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. 

Simplify the preparation of your clients’ rental property schedules and tax calculations with our comprehensive Rental Income package, featuring seven practical Excel calculators designed specifically for accountants in public practice.

The package provides an efficient way to calculate and reconcile rental income and deductible expenses for the financial year ended 30 June 2026, including more complex calculations that can otherwise be time-consuming.

The calculators cover a range of rental property requirements, including:

• Rental income and deductible expense calculations.

• Adjustments for private use of rental properties.

• Interest calculations for mixed-purpose loans.

• Deductible borrowing expenses.

• Foreign currency conversions.

• Reconciliations involving multiple rental properties.

The package also includes a PAYG Withholding Variation Calculator for the year ending 30 June 2027, helping you prepare applications to vary withholding amounts for clients with rental property investments.

Seven Excel calculators in one convenient package, helping you save time, improve accuracy and maintain well-documented calculations for your clients.

Explore the individual calculators below to see how they can simplify your rental property work.

Warning: this file cannot be used with the cloud-based version of Excel, or Excel for Mac, or Google Sheets. 

Take the guesswork out of year-end tax planning with our comprehensive Tax Planning workbook for the financial year ending 30 June 2026.

Designed specifically for accountants in public practice, this powerful Microsoft Excel workbook helps you forecast your clients’ annual profits, estimate their tax liabilities and evaluate the potential benefits of different tax planning strategies before the financial year ends.

See the impact of your tax planning strategies before making recommendations.

Using year-to-date financial results, the workbook projects annual profits through to 30 June and calculates estimated tax liabilities for your client and their associated entities and individuals.

You can then assess the impact of proposed tax planning measures by comparing estimated tax liabilities before and after implementing each strategy, helping you identify opportunities to minimise tax and make informed recommendations to your clients.

Plan tax-effective distributions for discretionary trusts.

For discretionary trusts, the workbook calculates each beneficiary’s marginal tax rates and the amount of income available within each tax bracket.

This allows you to evaluate different distribution scenarios and identify opportunities to allocate trust income tax-effectively, taking advantage of beneficiaries with lower marginal tax rates where appropriate.

One workbook for forecasting profits, evaluating tax planning strategies and estimating tax liabilities across your clients’ associated entities and individuals.

Save time, improve the accuracy of your projections and provide your clients with valuable tax planning advice before the end of the financial year.

For more information, explore the features below and watch our site tour to discover the other calculators and working paper solutions available from Accountants Desktop.

Warning: this file is not compatible with Microsoft Excel versions 2021 or the cloud-based version of Excel, Excel for Mac, or Google Sheets.