Spreadsheet Planners are
designed to assist users in advising their clients on the choices
that can be made following the introduction of new areas of
legislation.
Each uses Microsoft Excel (and you will need to have version 97 or
higher installed to use the spreadsheets).
PTP Incorporation Planner
- Shows the income tax, corporation tax
and NIC effects of the incorporation of a sole trader or
partnership
- Full computation screens giving
calculation details
PTP Dividend v Salary Planner
- Looks at how best to distribute
available pre-tax profits from a company
- Allows changes to the dividend and
salary mix to achieve the best result
- Salaries can be allocated on
proportional, shareholder or equal bases
- Includes dividend waiver options
- Takes account of other income for
both income tax and NIC purposes
- Provides both detailed and summary
calculations
PTP Tax Credits Planner
- Takes into account all aspects of
Child Tax Credit and Working Tax Credit following their
introduction in 2003
- Enter appropriate family information
and income details to see the total award for 2004-05, 2005-06,
2006-07 or 2007-08
- Calculates over and under payments
following the end of each tax year
PTP NIC Planner
- Calculates Class 1, 2 and 4 National
Insurance liabilities
- Carries out NIC maxima
calculations
- Deals with multiple employments,
self-employments and combinations
- Shows the refund due or deferment to
be claimed
Please note: At the time of
writing a conflict between Microsoft Internet Explorer 7 and
Microsoft Office 2000 or earlier means that the spreadsheet
planners will not function correctly in this environment. This
issue has been logged with Microsoft.
