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Calculation Profile

Not available in Accountants Office

The Calculation Profile automatically displays when a new calculation is first opened.

Description: You may edit the description of the calculation if required.

Date of birth: Enter the taxpayer's date of birth in the format DD-MM-CCYY.

Tax file Number: This number pre-fills from the taxpayer's return present in the Tax for the current income year.


Selecting a Status checkbox, except for Final Return, activates its corresponding button. For example, select the Marital Status checkbox to make Spouse Details active.

Edit those topics that require information to assist in the calculation of the Tax Estimate. For example if the taxpayer is a Primary Producer, select the Primary Producer button and enter the relevant previous

When all required details have been entered, select OK to save the information.

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