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[AU] List of binder templates
Updated over 3 months ago

The table below represents the standard section names and codes within Active Workpapers and their associated binder templates.


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Section Name

Section Code

Associated Binder Template

Deductions

DED

  • Accounts and Tax - Individual Tax

Help Files

HELP

  • Tools & Calculators - Capital Gains Tax

  • Tools & Calculators - Company Debit Loan

  • Tax Planning

Income

INC

  • Accounts and Tax - Individual Tax

Members' Balances

MEM

  • SMSF Compliance

Other

OTH

  • Accounts and Tax - Individual Tax

Overview

OVR

  • Accounts and Tax- Entity Tax

  • Accounts and Tax - Individual Tax

  • Activity Statements

  • Tools & Calculators - Capital Gains Tax

  • Tools & Calculators - Company Debit Loan

  • Tools & Calculators - Loan Repayment Calculator

  • SMSF Compliance

  • Fringe Benefits Tax

  • Tax Planning

Reports

REP

  • Tax Planning

Summary

SUM

  • Activity Statements

  • Tools & Calculators - Capital Gains Tax

  • Tools & Calculators - Company Debit Loan

  • Tools & Calculators - Loan Repayment Calculator

Summary Worksheets

SUMW

  • Tools & Calculators - Capital Gains Tax

  • Tools & Calculators - Company Debit Loan

  • Tools & Calculators - Loan Repayment Calculator

Taxation

TAX

  • Accounts and Tax- Entity Tax

  • Accounts and Tax - Individual Tax

  • Activity Statements

  • SMSF Compliance

  • Fringe Benefits Tax

  • Tax Planning

Tax Calculations

CALC

  • Tax Planning

Trusts

TRUST

  • Accounts and Tax - Entity Tax

Worksheets

WOR

  • Activity Statements

  • Fringe Benefits Tax

  • Tax Planning
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