Spreadsheet planners from PTP

Advise clients on the choices that can be made in line with the new and existing areas of legislation, using PTP Spreadsheet Planners.

Your clients trust your expertise in outlining the financial choices open to them within the prevailing legislation. Intuitive and easy to use, PTP Spreadsheet Planners are designed to assist you in providing this valuable service.

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 basis
• Includes dividend waiver options
• Takes account of other income for both income tax and NIC purposes
• Provides detailed and summary calculations

PTP Tax Credits Planner

• Takes into account all aspects of Child Tax Credit and Working Tax Credit
• Enter appropriate family information and income details to see the total
  award for 2004/5, 2005/06, 2006/07, 2007/08, 2008/09, 2009-10 or 2010-11
• Calculates over and under payments following the end of each tax year
  
  

Added value tools from PTP

PTP Spreadsheet Planners are three of the seven added value tools that enable you to grow your business and client base by offering additional services.

Buy PTP Spreadsheet Planners now from only £65

Click here for system requirements

These products use Microsoft Excel (version 2000 or later) which will need to be available for generating reports. Please note budget updates for these products will be available in May 2010.