Capital Gains Tax 2023

Our CGT calculators are designed for those not so straightforward disposals during the year ended 30 June 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 the following 5 Excel files –

  • CGT Property 2023
  • CGT Shares 2023
  • CGT Cryptocurrency 2023
  • CGT Small Business Concessions 2023
  • CGT Discount 2023

Warning: these files are not compatible with Microsoft Excel versions 2019 and earlier. 

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.

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Description

Property Sold
By Individuals

  • Calculate 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

Shares And
Cryptocurrency

  • 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

Small Business
Concessions

  • 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

Worksheet Previews

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