Tax Planning 2026

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.