Financial Templates Toolkit

Associate Author: Anthony Taylor
Contributor: Andrew Steer
Publisher: Thomson Reuters
Publish Date: 01/05/2013

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Financial Templates Toolkit

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Financial Templates Toolkit - Analytical Ratios

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Financial Templates Toolkit - Depreciation Schedule

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Financial Templates Toolkit - Lease Scheduler

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FASTER AND EASIER FINANCIAL CALCULATION AND DOCUMENTATION

Automate your financial and taxation calculations and disclosures with over 40 ready-to-use Microsoft® Excel® templates and worked examples to help you comply with your financial reporting obligations, and generate professional workpapers, records and reports.

Quickly and confidently calculate asset impairment, borrowing cost capitalisation, loans fair value, long service leave and hire purchase calculations, and save time with the asset revaluation scheduler, lease scheduler and cash flow statement templates, and many more!

Available in an online format.


LIST OF TEMPLATES AVAILABLE

Borrowings:

  • Borrowing cost capitalisation
  • Loan scheduler
  • Loans fair value calculator

Financial Analysis:

  • Amortisation methods
  • Analytical ratios
  • Asset impairment
  • Asset valuation
  • Break even numbers
  • Break even volumes
  • Budget generator
  • Reconciliation generator
  • Sum of the years’ digits
  • Units of production amortisation

Financial Statements:

  • Accruals and prepayments calculator
  • Annual leave calculator
  • Asset revaluation scheduler
  • Bank reconciliation
  • Cash flow statement
  • Depreciation schedule
  • Financial reporting decision tree
  • KMP compensation disclosure
  • Long service leave
  • Petty cash manager
  • Present value calculator

Leases:

  • Hire purchase calculator
  • Hire purchase v Lease v Borrow
  • Lease classification
  • Lease scheduler
  • Operating lease straight-liner

Revenue recognition:

  • Interest accrual – compounding monthly
  • Interest accrual – other
  • Percentage completion – construction contracts

Taxation:

  • CGT quick calculator
  • Compliance calendar and tracker
  • Division 7A calculator
  • Division 7A  distributable surplus calculator
  • Division 7A  UPE Sub-trust loan calculator
  • Franking Account Calculator
  • SGC levy calculator
  • Tax depreciation schedule

Model Documents and Precedents:

  • Divisions 7A
  • Finance
  • Lease Agreements
  • Superannuation
  • Tax
  • Trusts

**NB: Financial Templates Toolkit is not compatible with Apple computers.

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  • Save time and boost your efficiency with over 35 ready-to-use purpose built templates that automate financial and taxation calculations and disclosures;
  • Use these templates to undertake complex calculations such as lease amorisation and cashflow.  Get a quick return with consistent results; 
  • Adapt the templates to the specific needs of your organisation or that of your clients; 
  • Generate professional workpapers, graphs and reports 
  • For each update, Financial Templates Toolkit has been extensively reviewed so that they remain current with the latest laws, standards and practice. Be confident that you are keeping on top of the latest compliance and reporting requirements 
  • Updated by the Business Advisory team at Grant Thornton so that you can be confident that our authors are experts in their fields and have the skills, knowledge and experience to ensure that Financial Templates Toolkit remains an accurate and useful tool for your business.

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