This sheet facilitates the estimation of taxable income for a client group of up
to ten entities including individuals. The starting point is a part year result
for each entity that can be extrapolated or alternatively added to with details
of income and expenses (actual or estimated) for the remainder of the financial
year. Carried forward losses can be included. There is a capacity to include shifting
adjustments between entities to influence the final result.
Features:
Manages multiple entities and individuals on one sheet
Optional extrapolation to year-end
Non-cash deductions allowed
Choice of entity for individual income or expense amounts
Manage partly assessable or deductible transactions
Capacity to include inter-entity and/or shifting adjustments
Can include carried forward losses
Manages distributions from one entity to another within group
Variable number of entities and individuals (up to ten)
Variable number of income and expense transactions
Taxable Income Planner
