Individual SpeedSheets
General Usage/Toolbar Usage
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Can I mix spreadsheets that I have created
myself with my SpeedSheets? |
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You cannot move or copy a SpeedSheet into
a non-SpeedSheet workbook. You cannot move or copy a non-SpeedSheet into
a SpeedSheet workbook. However, you can combine work done in a non-SpeedSheet
workbook into a SpeedSheet workbook as follows:
- In your SpeedSheet, use the SpeedSheets toolbar (Edit-Add Worksheet) to add a blank worksheet to your SpeedSheet workbook.
- In your non-SpeedSheet, select the whole worksheet (click the Select All Button at the intersection of the column headings and row labels or press Ctrl A).
- Copy the selection.
- Move back to your SpeedSheet blank sheet and Paste.
Note that any macros or Visual Basic code will not be available in the SpeedSheet.
In addition, you will be unable to create macros in the SpeedSheet.
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Can I create my own macros within my Speedsheets
workbooks? |
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No, you will not be able to create or edit your own macros
in a SpeedSheet workbook.
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Why can't I always use the Undo function? |
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If you have been editing data and using standard Excel
functions only, the Undo/Redo feature is available. However, there are many
other instances where SpeedSheets functions have been invoked where Undo
will not be available. This is due to the fact that Excel does not support
Undo on macro-run actions.
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What are the Reference fields on each
sheet for? |
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These fields allow you to enter any data you wish (eg
Name of preparer, date). You may wish to standardise what you use these
fields for or it can also vary each time. You can also change the word 'Reference'
on the sheet to indicate what is in this field.
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I want the same reference on every SpeedSheet
(or perhaps every Rental or RoR sheet) I create. Can that be done? |
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You can edit the master SpeedSheet from the Templates
directory under your SpeedSheets central location. It is recommended that
this is only done by your system supervisor. Note that it is not possible
to individualise this in a network setup.
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Why are the totals often at the top of
the columns? |
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So that they are in view at the top of your sheet and
so that you can use as many lines down the sheet as you need.
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Bank Reconciliation
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There appear to be two column sections
for outstanding cheques. Why is only one column section yellow? |
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Once you have worked your way down the first column
section to the bottom of the page, the second column section will begin
to turn yellow. Note: The sheet will still work if you work down both column
sections at once, but you will have one white section at the top of the
right hand column section.
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What is the Cash Book section for? Do
I need to enter this to be able use this sheet? |
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This section is optional but is available to reconcile
a statement to a cash book.
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BAS Adjustment Record
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If I select an item from the 'Period'
drop-down box at the top, nothing happens. Should this change anything? |
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No, unlike on some other sheets, this is for information
and reference purposes only.
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BAS Reconciliation
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If I change from Quarterly to Monthly,
what happens to my data? |
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Changing from Quarterly to Monthly and/or back again will
retain both sets of data. Any totals for the data will be reset and therefore
not include incorrect items. Annual and adjustment amounts will stay the
same.
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Back to Top
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Business Income and Expenses
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My summary has disappeared. Where has
it gone? |
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The summary area of the sheet will be hidden whenever
the data in the detail area has changed. This ensures that there is no chance
of printing or viewing incorrect summary data. Clicking the Summary button
on the toolbar will recalculate and display the Summary again.
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Can I use the 'Date' area in my data details
for non-capital items? |
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Yes, you can type directly into the cell even though it
is not yellow. This data will not appear on the summary.
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What is the Private Use row added at the
bottom of each type section on the summary? |
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If you have items which have a Private Use percentage,
the Business GST and Net Amount columns on each item on the Summary will
exclude this amount. It will then be summarised for all items at the bottom
of each type.
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Why can't I enter client name or reference
information on the summary part of the sheet? |
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The detail section is for data entry. Information is entered
into the detail section then transferred to the summary automatically.
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Why has the data I entered been moved
to a different column? |
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When a Summary is created, the data in the detail area
is sorted by Type and then Description. This aligns the detail with the
summary as well as making is easier to locate an item.
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Capital Losses Carried forward
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Why can't I enter data for years into
the future? |
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This SpeedSheet will only display years for the current
year plus 1. Only gain and/or loss figures for valid years will be displayed
and formatted correctly.
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Does the 'Prior Years Checked' box do
anything? |
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No, this is to purely a double-check to remind you to
check the prior years.
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I had a loss two years ago but the current
year is not showing in the table on the sheet. |
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You may not have made an entry for the previous year.
If there was no loss (or gain), you must enter a loss of '0' and the following
year will appear in the table.
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CPI Indexer
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How can I enter a new CPI figure so that
it appears in all my future CPI Index calculations? |
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You can edit the master SpeedSheet from the Templates
directory under your SpeedSheets central location. It is recommended that
this is only done by your system supervisor.
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How can I change the Indexation method
or my Index quotient rounding in all my future calculations? |
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You can edit the master SpeedSheet from the Templates
directory under your SpeedSheets central location. It is recommended that
this is only done by your system supervisor.
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Back to Top
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Credit Card Analysis
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When I print out, I only get one month
displayed, even in Summary view. Why? |
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Check to see what is selected next to the Select Area
option at the top of the sheet. When this is set to 'All', all months will
be displayed.
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I have many different items which I allocate
things to. Should I enter them all across the top first? |
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You can do it this way. However, you can also enter just
the basics or most common entries first. Then, once you use the Allocation
form you can add the items at the bottom of this form. In this way, you
do not need to know how many columns you are going to need as the system
will expand the sheet for you automatically.
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What does the message "Invalid Property
Value" mean when I am trying to use the Capital/Expense box on the
Allocation form? |
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This optional field can only be used to indicate if the
category is of a capital or expense nature by choosing from the drop-down
list. If you have typed something else in by mistake, even if you clear
what you have typed, you will get this message. Simply click on the ESC
key to ensure you can exit from the field.
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It is annoying to have to scroll to the
right all the time to allocate my transactions. Is there an easier way? |
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Yes. You can double-click the blue cell for any
unallocated amount. This will load up the 'Allocation Form' which will allow
you to allocate amounts to more than one item. This form will also allow
you to add new items then allocate amounts to them.
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I only want to work on a particular month.
How can I stop all the months printing? |
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The 'Select area' drop-down list at the top of the
sheet makes it easier for you to work on a particular month. Choose the
required month and your cursor will move directly to that month. The print
area will be set to only include this month.
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I only want the totals for each month
printed out. How can I stop all the detail printing? |
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Choose 'All' from the drop-down list in the 'Select
area' field at the top of the sheet, click the 'View/Refresh Summary' button
on the SpeedSheets toolbar and then print the sheet. If
you only want the totals from one month printed, then choose the particular
month from the drop-down list, click the 'View/Refresh Summary' button
on the SpeedSheets toolbar and then print the sheet.
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I have printed a summary of a single monthly
total and now changed the Select area field back to 'All'. Why can't I see
all the data I have entered? |
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To redisplay the detail, click the 'View Detail' button
on the SpeedSheets toolbar.
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Dividend Schedule
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My summary has disappeared. Where has
it gone? |
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The summary area of the sheet will be hidden whenever
the data in the detail area has changed. This ensures that there is no chance
of printing or viewing incorrect summary data. Clicking the Summary button
on the toolbar will recalculate and display the Summary again.
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Why is my drop-down box to choose an investor
blank? |
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This drop-down box takes the data from Name 1 and Name
2 areas above dividend 1. If both Name 1 and Name 2 have data in them, the
drop-down boxes will also include 'Joint Investment'.
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Why can't I enter client name or reference
information on the summary part of the sheet? |
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The detail section is for data entry. Information is entered
into the detail section then transferred to the summary automatically.
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Back to Top
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ETP Recorder
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How can I enter a new threshold figure
so that it appears in all my future ETP Records? |
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you can edit the master SpeedSheet from the Templates
directory under your SpeedSheets central location. It is recommended that
this is only done by your system supervisor.
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Individual Deductions
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My summary has disappeared. Where has
it gone? |
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The summary area of the sheet will be hidden whenever
the data in the detail area has changed. This ensures that there is no chance
of printing or viewing incorrect summary data. Clicking the Summary button
on the toolbar will recalculate and display the Summary again.
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Why has the data I entered been moved
to a different column? |
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When a Summary is created, the data in the detail area
is sorted by Tax Item No. and then Description. This aligns the detail with
the summary as well as making is easier to locate an item.
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Why can't I enter client name or reference
information on the summary part of the sheet? |
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The detail section is for data entry. Information is entered
into the detail section then transferred to the summary automatically.
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Interest Schedule
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My summary has disappeared. Where has
it gone? |
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The summary area of the sheet will be hidden whenever
the data in the detail area has changed. This ensures that there is no chance
of printing or viewing incorrect summary data. Clicking the Summary button
on the toolbar will recalculate and display the Summary again.
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Why is my drop-down box to choose an investor
blank? |
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This drop-down box takes the data from Name 1 and Name
2 areas above interest source 1. If both Name 1 and Name 2 have data in
them, the drop-down boxes will also include 'Joint Investment'.
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Why can't I enter client name or reference
information on the summary part of the sheet? |
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The detail section is for data entry. Information is entered
into the detail section then transferred to the summary automatically.
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Investment Rate Of Return
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I selected an entry from the Select/view
Code function at the top of the sheet and nothing happened. Am I doing something
wrong? |
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In Excel 97, there was a problem with running actions
after using a drop-down box like the Select/view code button. This problem
was fixed in Excel 2000 and later versions and is detailed in Microsoft
Knowledge Base Article No. 172832.
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My summary has disappeared. Where has
it gone? |
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The summary area of the sheet will be hidden whenever
the data in the detail area has changed. This ensures that there is no chance
of printing or viewing incorrect summary data. Clicking the Summary button
on the toolbar will recalculate and display the Summary again.
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Why does my summary show an item as Category
Unassigned? |
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This is because you have not selected a category for an
item which has all other details entered.
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Why can't I enter client name or reference
information on the summary part of the sheet? |
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The detail section is for data entry. Information is entered
into the detail section then transferred to the summary automatically.
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Why has the data I entered been moved
to a different column? |
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When a Summary is created, the data in the detail area
is sorted by Type and then Description. This aligns the detail with the
summary as well as making is easier to locate an item.
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Back to Top
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Investment Switch Analysis
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Why won't my SpeedSheet calculate my Rate
or Time? |
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Make sure all yellow cells for the calculation required
are filled in. The calculation will not be made until all data is available.
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What does ' … years' mean in several
of the descriptions? How can I edit this field to enter the number of years? |
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This will display correctly once you fill in the 'Selected
time in years' or 'Timeframe in years'.
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Medical Expenses Tax Offset
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How can I enter a new threshold figure
so that it appears in all my future sheets? |
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You can edit the master SpeedSheet from the Templates
directory under your SpeedSheets central location. It is recommended that
this is only done by your system supervisor.
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How can I enter in my data where I have
paid one amount, but my refund comes from more than one source? |
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You can either enter the refund amounts together in the
refund column as a formula (eg =22.50+13.00) OR you can create a separate
row for each payment and/or refund. This last method means that you can
enter a description for each (eg Medicare refund, Private fund refund, etc).
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What do I do if I have several medical
expenses and only one refund in relation to them all? |
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List your expenses on separate lines and enter the refund
on any one of those lines or on the next blank line.
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Why are the totals at the top of the columns?
(this may be applied to other sheets as well) |
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So that they are in view at the top of your sheet and
so that you can use as many lines down the sheet as you need.
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Non Commercial Business Losses
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Why can't I enter a year prior to 2001? |
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2001 was the first year that such losses had to be deferred.
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Why can't I enter data for years into
the future? |
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This SpeedSheet will only display years for the current
year plus 1. Only gain and/or loss figures for valid years will be displayed
and formatted correctly.
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I had a loss two years ago but the current
year is not showing in the table on the sheet. |
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You may not have made an entry for the previous year.
If there was no loss (or gain), you must enter a loss of '0' and the following
year will appear in the table.
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Personal Super Deductions
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How can I enter a new age-based limits
and threshold figures so that it appears in all my future Personal Super
Deduction sheets? |
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You can edit the master SpeedSheet from the Templates
directory under your SpeedSheets central location. It is recommended that
this is only done by your system supervisor.
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Why doesn't an Age-based limit amount
appear when I enter the Age? |
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You must also enter the financial year for this calculation
to work. The calculation uses the financial year field to work out the aged-based
limits and threshold amount.
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Back to Top
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Progressive Write Off Record
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Can I use this sheet to record the progressive
write-offs for more than one type of expense? |
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Yes, but you may wish to use separate sheets for each
type so that you can reconcile the figures on the sheet to the general ledger
accounts. The multiple columns on the sheet are ideally suited to expenses
of the same type.
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I have entered my dates and amounts but
no claim data is displaying for each year below. What have I missed? |
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Make sure that you have entered the number of years in
the Term field. This field is mandatory.
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Rental Property Analysis
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My summary has disappeared. Where has
it gone? |
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The summary area of the sheet will be hidden whenever
the data in the detail area has changed. This ensures that there is no chance
of printing or viewing incorrect summary data. Clicking the Summary button
on the toolbar will recalculate and display the Summary again.
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I changed an expense item type at the
top of my agent expenses (eg Capital to Repair) and my Summary still displays
the wrong thing. Why didn't it disappear? |
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In Excel 97, there was a problem with running actions
after using a drop-down box like this. Make sure you click the Summary button
prior to printing or viewing it's data. This problem was fixed in Excel
2000 and later versions and is detailed in Microsoft Knowledge Base Article
No. 172832.
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I have motor vehicle claims for two vehicles,
how do I enter the information? |
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If you increase the number of expense columns to 10 or
more, a second motor vehicle claim section will appear.
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I have more than one loan relating to
the rental property, how do I enter the information? |
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If you increase the number of expense columns to 9 or
more, a second loan section will appear. Up to four loan schedules can be
displayed in this way, increasing the columns up to 11 and 13.
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Shareholder Loan Interest
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Can I change this sheet to use the Compound
interest method by default instead of the Simple method of calculation? |
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You can edit the master SpeedSheet from the Templates
directory under your SpeedSheets central location. It is recommended that
this is only done by your system supervisor.
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Tax Losses Carried Forward
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Why can't I enter data for years into
the future? |
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This SpeedSheet will only display years for the current
year plus 1. Only gain and/or loss figures for valid years will be displayed
and formatted correctly.
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Does the 'Prior Years Checked' box do
anything? |
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No, this is to purely a double-check to remind you to
check the prior years.
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I had a loss two years ago but the current
year is not showing in the table on the sheet. |
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You may not have made an entry for the previous year.
If there was no loss (or gain), you must enter a loss of '0' and the following
year will appear in the table.
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Taxable Income Planner
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I have a shifting adjustment/distribution
from an entity on my SpeedSheet to an entity that is not on my sheet and
the sheet keeps showing a blue 'Out by:' amount. What can be done? |
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You have two choices. Either:
1. Create a new 'dummy' entity on the sheet and balance your shifting adjustment/distribution
with this dummy entity; or
2. Leave the 'Out by:' message as it is as the sheet will be correct for
the entities that you are dealing with.
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I am trying to add Receipts or Expenses
for an entity and the sheet will not let me enter the numbers under the
entity. |
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Use the yellow 'Entity' cells in the Receipts or Expenses
section to enter the corresponding number of the entity you want to allocate
the receipt/expense to. The entity numbers can be found near the top of
the sheet above the heading 'Profit/(Loss)' for each entity.
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I have a Receipt/Expense that is only
partly assessable/deductible but the sheet is automatically allocating 100%
to the entity I have chosen. |
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The 'Assess %' an 'Deduct %' columns default to 100% but
you can change this to any number from 0% to 100% for each receipt/expense.
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I have entered an interim profit/loss
for each entity and chosen to extrapolate but nothing happens. |
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Make sure you have entered dates in both 'Year-end date'
and 'Date of interim TB/FS' |
