Accountants Desktop is a web-based collection of tools and resources for tax and accounting professionals in public practice with hundreds of users across Australia. Our objectives are to provide practitioners with crucial tools to boost the productivity of their practice, maintain quality control and guide new or inexperienced staff members.
Every practice needs time saving templates and procedures to run their operations and speed up their processes. Setting this up can take several years of your time and therefore cost a great deal in lost productivity. And then you have to keep it all up to date! For a modest annual fee, a practice can acquire our industry leading calculations, template letters, checklists and much more. Accountants Desktop is highly recommended for new practitioners to give them a “flying start”.
Using our templates and checklists will assist you with quality control by setting specific standards that must be met for each process within your practice. Because your processes become standardised, you can achieve a consistent, reliable and accurate outcome for each of those processes every time.
Supervision of new or inexperienced staff can be a drain on partner/principal time and further reduce productivity. Our template calculations, forms, letters and library links will guide those staff members through the most difficult of tasks and give you jobs to review that are correct the first time.
Here is what we offer to achieve these objectives -
Here are some links to give you more information about our site and to actually use some of our resources. To return to this page, click on our logo at the top left hand side of any screen -
Accountants Desktop is an affordable resource that can help you with your every-day tasks. You can view the content of our site by surfing the menus and test drive actual content by using our Samples. In the unlikely event that you are not satisfied with our site, we offer a MONEY-BACK GUARANTEE if you notify us in writing to that effect within 30 days of becoming a member,
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Preview a day in the life of 3 Accountants Desktop users.
Roger, partner, Jane, senior accountant and Kim, personal assistant show how they use Accountants Desktop in their work on a typical day.
I have been using Accountants Desktop for the last few years. As a sole practitioner I am very time poor, and I'm always looking for ways to make my practice a more efficient one. Accountants Desktop has been able to assist me with working papers (via excel), staff checklists and a quick view to look up important rates. Why re-create the wheel and make worksheets from scratch, download one of the many Accountants desktop excel working papers. The subscription is worth every cent.
Nathan Rigney, NGR Accounting
I have been using Accountants Desktop since its inception and have found this website to be a most valuable tool in my armory for the many and varied aspects involved in a public practice. From spreadsheets to interview forms, quick links to the "recent updates", rates, calculations and the library. This website is constantly updated with latest ATO information and I feel more than comfortable in recommending such a superior font of knowledge for any level of person in the accounting arena.
Genelle Nash, Sydney
Love your work Dennis. Your service is excellent. THANK YOU. Paul
Paul Bailey B. Bus. (Accounting) FIPA, FFA, Registered Tax Agent, ASIC Registered Agent, Principal, Northern Beaches Accountants
Our response - Hi Paul, We are currently updating our testimonials section of the site and are seeking your permission to publish these comments.
Dennis, Accountants Desktop
Absolutely. It’s a brilliant service. (you can say that too)
I have recently purchased a subscription to your website and I love it. I think you provide an enormous value for the price tag - thankyou. I have previously used the (name removed) workpapers and am slowly changing over to yours. There are a few things your workpapers do much better (your Div7a workpaper is awesome). There are also a few features in the (name removed) workpapers which I find myself missing in some of your versions. Do you have an avenue for feature requests or suggestions? Thanks again for all of your great work.
Angela Roberts, Senior Accountant (BCom), OOL Accounts
Our response - Thank you for your feedback on our website. We really appreciate receiving user comments about what we are doing and we particularly welcome suggestions on how we may do things better. Please feel free to send me details of the missing features you referred to and I will be happy to consider implementing those changes, providing they would have general appeal to our user base.
Thanks Dennis. Keep up the good work – love the website.
Andrew McManus, HLV Partners
Thanks for that – I love this worksheet – along with so many of the others that you have.
Coral Page, Principal, Knox Taxation and Business Advisory
I have been using Accountants Desktop for over 6 years and it has been invaluable to my business. The information, links and spreadsheets have helped my staff and myself tenfold over the years; it has simplified our processes and helped us produce accurate work every time using their forms/spreadsheets. I would thoroughly recommend Accountants Desktop to any accountant or bookkeeping business and I can’t thank Dennis @ Accountants Desktop enough for the support and his wonderful website.
Samantha Sharp, Guardian Bookkeeping & Training
Thank you so much for providing such a great resource. As a sole practitioner I have found the resources you provide of immense help over the years.
Rosie Squibb BCom MAppTax, CA SMSF Specialist
Use this workbook to project possible results under an ATO audit based on asset betterment.
Calculations/2018/ATO Audit - Asset Betterment
18 March 2019
Download an ATO not lodged activity statement report for your practice and import it into this workbook for an in-depth analysis of your BAS lodgement obligations. The features include –
This workbook will quickly put you in control of your ATO lodgement requirements.
Calculations/2018/Lodgement Manager - BAS
Determine the company tax rate for 2018 by analysing base rate entity passive income (BREPI) and aggregated turnover. Trace passive income received as part of multiple distributions from partnerships or trusts.
Calculate tax profit on the forced disposal or death of livestock. Show profit to be spread across 5 years under option 1 and alternatively allow entry of replacement livestock for automatic calculation of reduction to those costs to absorb the deferred profit under option 2.
Download an ATO lodgement status report for your practice and import it into this workbook for an in-depth analysis of your practice lodgement program. The features include –
Calculations/2018/Lodgement Manager - Returns
This is a link to the ATO website to calculate the defined benefit income cap, the assessable amount to be included in the tax return and the amount of the tax offset that may be allowable.
Calculations/2018/Defined Benefit Income Cap Tool
This is a non-expiring monthly budget for use by your clients in managing their personal finances. The workbook has been protected but without a password. We recommend that you review this budget, make any changes to accommodate your preferences, including adding your practice name and/or logo and then use a password to protect the budget worksheet before giving it to your clients.
The features of this budget include –
Calculations/Budgets & Projections/Budget – Personal
For a company tax return, convert excess non-refundable franking offsets to an equivalent tax loss.
This workbook calculates the amounts that the ATO will accept as estimates of the value of goods taken from trading stock for private use by taxpayers in named industries.
This workbook will calculate the assessable or deductible balancing adjustment, and if applicable the capital gain/(loss), on disposal of an asset depreciated under the uniform capital allowance system. It will also calculate the reductions to be made to the cost and termination value if the asset is a car and its cost exceeded the car limit and calculate the reductions to the balancing adjustment and capital gain/(loss) to reflect private use of the asset. Notional calculations are also shown for use in client accounting if applicable.
You can use this workbook to calculate the required figures when preparing a client’s tax return should your software not perform these calculations. You can also use the workbook before the financial year has ended to advise your client on the tax implications of disposing of the asset.
Calculations/2018 & 2019
This handy calculator will allow you to enter a set of values to calculate the total value and relative proportion of each component and enter an amount for apportionment. Examples of how this workbook could be used include –
Calculations/Financial/Apportion by Value
The Fair Work Ombudsman's (FWO) new Small Business Showcase is a virtual hub containing a wealth of tools and resources to help you meet your workplace responsibilities.
The Showcase helps you understand and deal with key workplace issues like hiring, minimum wages and keeping accurate records.
It also includes:
Calculate the charge-out rate for a small business service provider.
Calculations/Budgets & Projections/Charge-out Rate Calculator
Calculate the revenue required from either the sale of goods or services to break even. Features include –
Calculations/Budgets & Projections/Break-even Analysis
Estimate the quarterly PAYG instalment amount or rate for a variation for an individual. Prepare up to 4 variations for a client and retain a full record of their PAYG instalment variations in the one file. Features include –
Calculations/2018/PAYGI - Vary Individual Quarterly
This handy calculator will allow you to enter a date range and compare excluded periods within that range with the full period, giving total days, excluded days and percentage thereof and enter an amount for apportionment. Examples of how this workbook could be used include –
Calculations/Financial Calculations/Apportion by Date
Fringe benefits tax calculations, letters and forms for 2018 are now available on our site.
Use this workbook to help your clients plan for their retirement by projecting growth in their investments and superannuation balances to determine whether the accumulated funds will provide them with a comfortable retirement. See more information at the workbook page and Calculations/About Each Workbook.
Calculations/Budgets & Projections/Retirement Planner
The 2017 version of this calculation (now shown under Calculations/2017) has been updated to include the latest benchmarks released by the ATO on 21 February 2018 from 2016 returns.
Calculations/2017/Benchmarks (or Small Business Benchmarks)
Analyse your client’s Trading/Profit & Loss Statement and explore the various options for improving their bottom line. Enter changes (up or down) to the following performance indicators for clients with either trading or services income (or both) and view the effect on their profit –
It will only take a few minutes to enter the summarised data from your client’s most recent financial report and you can then consider the various options in a meeting with your client.
Calculations/Budgets & Projections/Profit Manager
Use our new schedule of fees template (in Microsoft Word) to set up a schedule for your practice. Providing new or existing clients with this information is a good way to manage their expectations in relation to the fees you charge for your services.
This workbook can be used where the client provides bank and credit card account statements and you want to enter transactions and reconcile with closing balances for up to six separate accounts. As with other BAS workpapers, this workbook produces a summary of GST collected and paid for quarter for the preparation of Business Activity Statements, along with an annual summary of transactions for the preparation of the client’s income tax return.
BAS Workpapers – Cashbook Quarterly
Two separate tax planning workbooks (for companies and non-companies) for 2018 are now available to project annual profit, estimate taxable income & tax payable and devise ways to defer or save tax.
Tax Planning – Company
Tax Planning – Non-Company
Calculate fortnightly gross wages and PAYGW based on variable net wages of business owners.
PAYGW – Pay Estimate Fortnightly
Four workbooks have been rolled forward to 2018 to assist with projections for PAYG Withholding Variations for the year ended 30 June 2018. They include projections for rental income and expenses, depreciation of fixtures and fittings, interest on investment loans and motor vehicle expenses.
PAYGW Variation – Depn
PAYGW Variation – Interest
PAYGW Variation – MV Exps
PAYGW Variation – Rent
We have added our fringe benefits tax calculator for use with all employer and fringe benefit types for the year ended 31 March 2017. The workbook includes calculation of FBT payable where applicable, calculation of the value of benefits for an employee contribution and a summary of all benefits by type and employee.
FBT – Full Calculator
Calculate fees and periodic payments for a client entering into a fixed price agreement with your practice. This workbook provides for multiple jobs spread across multiple related client entities and includes automatic calculation of fees based on the prior year fee and a markup or enter your own fee. Payments are calculated on either a weekly, fortnightly or monthly basis.
Fixed Price Agreement
Two separate versions of this workbook (for companies and other entities) have been rolled forward to 2017.
Profit & Tax Projection – Company
Profit & Tax Projection – Other
The 2016 and 2017 versions of these workbooks have been updated to include cost per share.
Calculations/2016/CGT - Shares
Calculations/2017/CGT - Shares
Calculate interest, borrowing expenses and end of year balances on a standard hire purchase contract with regular fortnightly payments.
Calculations/2017/Hire Purchase Fortnightly
Calculations/2016/Hire Purchase Fortnightly
Enter a weekly or monthly summary of income, expenses with GST, wages and PAYG withholding to calculate amounts to be set aside for subsequent payment of GST, PAYG Withholding, PAYG Instalments (or Income Tax), Superannuation and FBT. This workbook will also estimate the client’s annual tax liability and allow the use of separate (updated) quarterly rates for PAYGI and separate quarterly amounts for Superannuation and FBT instalments. If you are maintaining a separate bank account for these future liabilities, the workbook allows entry of all transactions and will reconcile those figures and the calculated balance with bank statements.
Calculations/2017/Tax & Super Debt - Company
There has been a complete rebuild of the site with the following new features -
Three hire purchase workbooks have been rolled forward to 2017 -
Calculations/2017/Hire Purchase Payout
Calculations/2017/Hire Purchase - Standard
Calculations/2017/Hire Purchase - Structured
Prepare trading accounts for a primary producer, including separate worksheets for Livestock (with quantities), Produce and Other income. A separate sheet summarises the figures for the client’s tax return.
Calculations/2016/Primary Producer Trading
All workbooks for the year ended 30 June 2016 have been uploaded to the site for the new financial year.
Three checklists have been added for personal tax returns for the year ended 30 June 2016. Each checklist is available in both PDF and Microsoft Word format. Here are links to the PDF copies -
Forms/Records - Personal Return Short
Forms/Records - Personal Return Long
Forms/Interview – Tax Return
Estimate trust accounting distributions required for the trustee resolution by 30 June to achieve a desired taxable distribution for each beneficiary and prepare the resolution itself which forms part of the workbook.
Calculations/2016/Trust Distributions - Resolution
For those discretionary trust ledgers which have not separated the present entitlements of a private company beneficiary each year into sub-accounts, this workbook will track those entitlements and automatically allocate payments and offsets against the appropriate years. It will also identify any UPEs which will be subject to the deemed dividend rules under Division 7A. To speed up data entry, export data from the ledger into a spreadsheet and copy and paste into this workbook.
Calculations/2015/Present Entitlement Register
The latest version (2016) of this workbook includes a sheet which reconciles the FBT Expense and Liability shown in the accounts with instalments paid to the ATO and the FBT return itself.
Calculations/2016/BAS Summary & Reconciliation
All ATO benchmarks now come in one workbook and the client's industry can be selected from a drop down list. These latest figures were recently published by the ATO from information contained in 2014 income tax returns and activity statements.
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p.a. incl GST
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