Streamline compliance work
FBT Final Quarter Calculator
Super practical, easy to use. Calculates FBT using alternate rate. Where benefits are not attributed, the calculator indicates if the alternate rate or single rate method should be used.
$195.00 (exc Tax)
GST Apportionment Calculator
With a guide to making adjustments using the new and old apportionment rules and workpapers to calculate adjustments using the old and new rules. Designed to follow the lifespan of asset adjustments.
$275.00 (exc Tax)
Loss Limitation Kit
Streamline the process of establishing owner's basis and loss limitation for your LTC clients. With comprehensive calculation worksheets for up to 20 shareholders per year, and summary sheet for each shareholder for up to 10 years.
$595.00 (exc Tax)
Clever tools to make life easier for you and your clients
Client Checklist Builder
Reduce client queries, obtain complete records from clients and smooth your annual accounts process. Your clients receive a questionnaire tailored specifically to them. Bring through data to next year's questionnaire with a click of a button.
$375.00 (exc Tax)
Employer Documentation Kit
Basic HR documentation suitable for small business, and designed specifically for you to use with, give or sell to your employer clients. With tools to help you market and compile the kit for clients.
$425.00 (exc Tax)
The Penny and Hooper decision was a landmark tax avoidance case with implications for small businesses operating through a company or trust. Identify at risk clients and engage with them proactively to minimise the risk.
$245.00 (exc Tax)
Go the extra mile for your clients with these tax toolkits
Tax Debt Resolution Toolkit
Helps clients manage their tax debt more effectively. Assist clients with their initial queries, with engagement letter, detailed decision tree, and IRD submission letter templates written by an experienced tax barrister.
$795.00 (exc Tax)
Help your clients manage their tax
Mixed Use Asset Calculator
Calculates GST and income tax adjustments for Mixed Use Assets. Calculations apply to all entity types except non-close companies, and cover the rules for mixed use holiday homes, boats and aircraft.
$495.00 (exc Tax)
Wow your clients with additional services to streamline their business
Trust Administration Kit
Beef up your Trust Administration service, lifting your service levels. Designed to encourage a best practice approach to implementing trust administration services for your clients.
$975.00 (exc Tax)
For corporate accountants
Tax Payment Forecasting Tools
Make your business more efficient and your life easier with this kit. Includes the Provisional Tax Calculator, Use of Money Interest Calculator, Dividend workpapers and FBT Calculator.
$1,500.00 (exc Tax)