5 minute Online Demonstration

What is the Rental Workbook?

• It’s an easy way to organise your rental property records – like an electronic cashbook.

• It’s used by hundreds of investors all around Australia.

• It’s the quick, smart way to keep control of your rental properties and have all key information at your finger tips.

• It’s an Excel-based program that stores details for up to 20 properties in one file.

Why use the Rental workbook?

Easy to use: even by non-computer people!Comprehensive: addresses all tax

considerations for rental properties in Australia.

Compliant: complies with the audit requirements of the Australian Tax Office.

Practical: developed with input from property investors, tax accountants and information technology advisers.

What’s in the Rental Workbook?

• Integrated worksheets for recording your property details as well as space for your own notes on each sheet.

• Automatically generated graphs on each applicable sheet.

• A comparison report of all properties.

• A Tax Summary sheet that reports key property indicators such as:

Taxable Rental Profit / Loss Annual & Weekly Cash Flow Cost of Equity Other % Returns

• Let’s take a look …..

Property DetailsEnter property

details

Store up to 20 properties!

Keep Track of Tenants during the

yearHelpful pop up

comments throughout

All data entry cells are coloured light

green.

Links on every page to On-line web-

based Help

Rental Income

Enter Miscellaneous Income/Refunds

Enter Rent Received or Refunded

Automatically Generated Summary

& Graph

Surplus/Arrears rent position for your

tenant

Print Receipts for your tenant

Agent Expenses

Enter Agent Expenses on a monthly basis

Move around the workbook using buttons

Comprehensive list of Expenses to choose from

or add your own categories

Owner Expenses

Record Monthly Owner Expenses

The customised Rental Workbook

Menu gives you all the key functions in

one place

Data automatically flows through from other Worksheets

Repairs & Maintenance

Track repairs and maintenance expenses …

… incurred by both you and your agent.

Add more rows if you need them

Travel Diary

Quick links to jump to other input sheets

Select Engine Capacity and Engine

Type from Drop Down Menus

Comprehensive Travel Log with

Odometer Reading

Cents per km is automatically

calculated

Other Travel Diary

Record details of travel not using your

car eg air, rail etc.

Record extra details for each trip so you can remember each one

Split your expenses into each category

Borrowing Cost

Print the Page you’re looking at

Enter Borrowing Costs

Your Taxation Claim is automatically

generated

Capital Allowance

Existing Asset Details and applicable

Depreciation Charge

Record New Assets purchased

Loan Summary

Record Interest and Repayment Amounts

Key Loan Details at your finger tips

Handles up to 3 loans for each property

Perfect for both interest-only and

principal & interest loans

Line of Credit

Keep track of drawdowns on your

line of credit

See the proportion of your line of credit that

has been used for investment and

personal purposes

Automatically split bank fees, interest charges and repayments into

personal and investment

After you’ve entered all your property information, the Rental Workbook

automatically produces a very comprehensive report.

Let’s take a look…..

Annual Tax Summary

Key Property Indicators – Net Rental Profit /

Loss etc

ExpensesSummary

Income Summary

Cash Flow & % Returns

Annual and Weekly Cash Flow

Status

% Returns

Scrolling down the page a little …

Notes & Graphs Throughout

Enter important Notes for each

Property on each Input Sheet

Graphs that are easy to understand – Total Rental

Income,Owner Expenses,Agent Expenses,

Summary Income / Expense

Summary – All Properties

Key data from all properties is summarised

in this report to allow comparison between

properties.

There’s also a chart of the key figures, plus space to do a simple estimate of

your overall tax position for the year.

Advantages of using Rental Workbook

It is constantly updated when tax regulations change and new features are introduced.

Saves you time and money. Why pay your accountant to do your bookkeeping when Rental Workbook makes it so easy you can do this yourself!

Easy to use Excel based program – even for non-computer people!

Store up to 20 properties in one Rental Workbook – keep everything in one place. No more hunting!

The program cost is fully tax deductible against your rental income.

Essential for all property investors!

Price of the Rental Workbook

Only AUD$150 (including GST)!

This gives you: A personalised, licensed copy of the program plus

12 months of FREE upgrades. A helpful user guide with full instructions on how

to get started and how to use it the program. Free e-mail and online help forum support 12 months of newsletters about tax tips for

investment property owners. After 12 months, it’s just $99 (inc GST) to renew

for another full year!

How to Order?

• Use the secure online order form on our website (click “Purchase”)

• Pay via credit card or direct deposit

We will e-mail your copy to you

immediately!!

Purchase Today!http://www.excelaustralia.com.au/purchase.php

And let us help you increase your wealth!