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Australian Tax & Financial Planning Software Solutions
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The Plansoft Calculator links various calculators such as income tax calculators, Centrelink calculators, Family Assistance calculators and superannuation calculators together sharing data to provide a very comprehensive overall tax and financial summary.

The following is a list of features that can be found in the Plansoft Calculator.

All Editions

Fact FindA personal fact find is required to provide the basic personal information needed to perform calculations and estimates.
Personal TaxCalculate tax using the full TaxPack, including all common tax offsets, Medicare Levy and Surcharge, HELP and SFSS.
Family AssistanceFamilies with dependent children can estimate Family Assistance Office payments. Check entitlements together with tax details.
DVADept of Veterans' Affairs estimates are included for budgeting purposes as well as income and asset testing.
SuperannuationSuperannuation contribution, Transition to Retirement and Retirement Income calculators with optimization and projection charts.
Financial CalcsVarious additional financial calculators are included for a variety of needs such as Interest, Loans, Property, Shares etc.
Rates/ThresholdsHistory of Australian Government rates of current and previous financial years. Also includes proposed rates for future financial year estimates.
Data LocationEach edition has a different data storage requirement to ensure ease of use.

Standard and Professional Editions

Copy to ClipboardProfessional advisers can include segments of the calculations in their own reports to clients by pasting into a word processor using Ctrl-V or directly create a Microsoft Word document.
Multiple FilesSave multiple calculations using Save As. This feature allows for quick calculations with different values.

Professional Edition

Client ManagementProvides a list of clients in table or card view summary format for quick access to an adviser's clients. Includes advanced searching and filtering
PAYG WithholdingView PAYG Withholding tax tables with options for payment frequency, earning ranges and tax offsets.
Reference TablesTables for Tax Zones, Postcodes, Industries and Occupations.