Excel Resource Centre :: Purpose built spreadsheets
 Interest Received  
  This sheet provides a means to capture interest from multiple sources including jointly held accounts for up to two individuals and produces a summary by individual. The summary can be used for input to the taxation return.  
    Features:    
   
  • Multiple interest sources (up to 50)
  • One click to clear data but retain sources for next use
  • Captures TFN Tax withheld
  • Choice of rounding methods to be employed
  • Variable frequency of crediting
  • Manages joint as well as individual investors
  • One click summarisation by individual or joint investor(s)
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