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Plansoft Calculator Software Features

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 Find

A personal fact find is required to provide the basic personal information needed to perform calculations and estimates.

Personal Tax

Calculate tax using the full TaxPack, including all common tax offsets, Medicare Levy and Surcharge, HELP and SFSS.

Family Assistance

Families with dependent children can estimate Family Assistance Office payments. Check entitlements together with tax details.

Centrelink

Centrelink payment estimates for budgeting purposes as well as income and asset testing. Can be automatically included in tax calculations.

DVA	Dept of Veterans' Affairs estimates are included for budgeting purposes as well as income and asset testing.

Superannuation

Superannuation contribution, Transition to Retirement and Retirement Income calculators with optimization and projection charts.

Financial Calcs

Various additional financial calculators are included for a variety of needs such as Interest, Loans, Property, Shares etc.

Rates/Thresholds

History of Australian Government rates of current and previous financial years. Also includes proposed rates for future financial year estimates.

Data Location	Each edition has a different data storage requirement to ensure ease of use.

Data Location

Each edition has a different data storage requirement to ensure ease of use.

Standard and Professional Editions

Copy to Clipboard

Professional 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 Files

Save multiple calculations using Save As. This feature allows for quick calculations with different values.

Professional Edition

Client Management

Provides 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 Withholding

View PAYG Withholding tax tables with options for payment frequency, earning ranges and tax offsets.

Reference Tables

Tables for Tax Zones, Postcodes, Industries and Occupations.

ABN 71107714241 ACN 107714241

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