Individual Return For 2024

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. 

To access all of our content
$1,295.00 P.A. for 5 users!
Monthly plans available

Description

Features

  • Unlimited use in your practice
  • All updates after purchase
  • One file for client & partner
  • Work without paper
  • View in multiple windows
  • Use any blank cell
  • Paste screen shots
  • Insert ticks and crosses
  • Insert text boxes and callouts
  • 21 calculation templates

Managing Your Job

  • Notes by return item no
  • To Do
  • Queries
  • Emails
  • General File Notes
  • Client Records
  • Store ATO reports
  • 20 unprotected DIY sheets
  • Import Excel data

Template List 1

  • Account Summary
  • Apportion by Date & Area
  • Apportion by Value
  • Blank Calculator
  • Borrowing Exps
  • CGT – Discount
  • Days Between Dates
  • Depn – Bal Adjust.
  • Depn – OWDV
  • Foreign Currency
  • HP Payout

Template List 2

  • Interest – Mixed Loans
  • Loan – Related Party
  • MV – Fuel Estimate
  • MV – Kms Estimate
  • MV – Log Book Summary
  • Rental Income Summary
  • Self-education Expenses
  • Travel – Domestic
  • Travel – Overseas
  • Truck Drivers
  • Working From Home

Sheet Preview – Dashboard

Sheet Preview – Notes By Return Item Number

Sheet Preview – Reasonable Amounts – Domestic Travel

Sheet Preview – Working From Home

Watch Our Videos