Using the Summary on the Index Sheet

There are a number of starter files that have a summary of information included on the Index sheet:

  • Capital Gains Tax
  • Company Debit Loan (Div 7A)
  • Fringe Benefits Tax
  • Loan Repayments Calculator
  • Salary Sacrifice

To enable the summary to function, first import and complete the relevant individual worksheets. In most instances, you can update the name on the individual worksheet on the Index by changing the name on the relevant line in the Worksheet Title column. This then flows through to the individual worksheet.

Once the data has been entered in the relevant worksheets, the summary will be available. To update the summary, click the REFRESH the Summary button on the Index. Once clicked, the data will appear.

There is also a summary refresh option in the individual worksheets.

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