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Our working paper solution for your BAS jobs for the entire year ended 30 June 2025 is a single Microsoft Excel file packed with features and saved in your document management system with other client records for easy retrieval.  It can be used for your company, sole trader, partnership and trust clients to keep all of their relevant documentation and calculations together for easier job processing.

This calculator offers maximum flexibility in a platform familiar to all accountants.  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. 

Like our other JobPaper solutions, this file has several job management tools such as a customisable procedures checklist, a to do list, a query sheet, sheets to store relevant emails and file notes and an indexed sheet to store client records.

For more information, read on and watch our 3 videos below to see our BAS working papers in action, as well as an overview of our JobPaper range and 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. 

Manage the Division 7A loan obligations for a client who takes out an unsecured loan with a private company on or before 30 June 2024 under a written agreement with a maximum payment period of 7 years.  The package includes the following 3 Excel files –

• Division 7A Calculator 2024,
• Division 7A Loan Register 2024,
• Distributable Surplus Calculator 2024.

Warning: this file is not compatible with Microsoft Excel versions 2016 or the cloud-based version of Excel, Excel for Mac, or Google Sheets. 

Calculate interest, borrowing expenses and EOFY balances on a hire purchase loan.  Additional calculators will calculate interest on an early payout and summarise multiple hire purchase contracts for consolidated balances.  The package includes the following 6 Excel files –

• Hire Purchase – Monthly
• Hire Purchase – Fortnightly
• Hire Purchase – Weekly
• Hire Purchase – Monthly Structured
• Hire Purchase Early Payout
• Hire Purchase Summary

For more information, read on and watch our 2 videos below to see a demonstration of using our hire purchase calculators as well as a brief tour of our website.  The hire purchase video will be updated shortly.

Warning: this file is not compatible with Microsoft Excel versions 2016 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 2024 for PAYG (individuals and companies), GST and FBT. 

This package includes the following 4 Excel files –

• PAYG Instalment Variation – Individual 2024
• PAYG Instalment Variation – Company 2024
• GST Instalment Variation 2024
• FBT Instalment Variation 2024

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. 

Save precious time and use our trust distribution workbook for your discretionary trust distributions for the year ended 30 June 2024.

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.