About Calculations

General Instructions

You will need a copy of Microsoft Excel version 2007 or later to use the latest spreadsheets on Accountants Desktop.  Annual calculations are accessed by financial year and are contained in a table which can be searched and sorted for easy retrieval.  The more specialised workbooks have their own menu listing.  They include ATO Benchmarks, several Budgets & Projections, Business Valuations, Division 7A Loans and Financial Calculations.

Using Calculations

Here are some tips to help you get the most out of our calculations –

  • Data entry cells have a white background
  • Some cells have comments to help users complete the calculation.  Comments are indicated by a red triangle in the upper right hand corner of the cell;
  • Other cells have input messages, which will display when you select that cell;  and
  • To print a calculation, you should use the Print icon located on the top line of each sheet.  This will activate a macro producing for preview a printed copy with better formatting, blank lines excluded and in some cases data sorted in relevant order.

Advanced Features

Some spreadsheets use advanced Excel features and most use macros so you may need to install some Add-Ins and check your macro security level.  The following steps show how to install Add-Ins and check your macro security level –

Excel 2007 and Later

  • Open Excel
  • Click File (or Microsoft Office button in earlier versions) at the top left of the screen
  • Click Excel options (bottom of window)
  • Click Add-Ins
  • Click the Go button (at the bottom of the window alongside Manage Excel Add-ins)
  • Tick the boxes for Analysis ToolPak, Analysis ToolPak – VBA and Solver Add-In
  • Click OK and the Add-Ins have been installed
  • Your macro settings (File/Options/Trust Center/Trust Center Settings/Macro Settings) should be “Disable all macros with notification”
  • When you open a document for the first time, you will see a SECURITY WARNING with a yellow background at the top of the screen.  Click “Enable Content”

New or Updated Workbooks

All updates to our calculations will be shown under Main Menu/Site Updates.  You can also easily search for new or updated workbooks in any year by entering “new” or “updated”  in the search box and those workbooks only will be shown in the table.

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