Capital Gains Tax 2024 and 2023

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. 

To access all of our content
$1,395.00 P.A. for 5 users!
Monthly plans available

Description

Features


  • Calculate the cost base
  • Calculate adjustments to cost base
  • Main residence exemption
  • Business use of main residence
  • CGT discount where periods of non-residency
  • Calculate tax payable

  • Sell multiple parcels in one sale
  • Enter ROC to calculate cost
  • Calculate cost per unit/share
  • Choose sale items for best tax outcome
  • Calculate balance details after part sale
  • Calculate gain or loss per sale and overall
  • Prepare list of holdings at EOFY for next year

  • Q & A style to determine eligibility
  • Test for basic eligibility
  • Active asset test
  • 15 year exemption
  • Retirement exemption
  • Small business rollover
  • Calculate aggregate turnover
  • Calculate net asset values
  • Identify CGT concession stakeholders
  • Test for significant individual
  • 90% test for interposed entities
  • Calculate the gain
  • Choose order for claiming concessions
  • Handy tracing calculator

Property

Shares

Small Business Concessions – Summary

Small Business Concessions – Q & A Format Sample

Discount Calculation Where Periods of Foreign Residency

Videos

Property
Shares & Cryptocurrency
Small Business Concessions
CGT Discount
Site Tour