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Choose a task below to find an example, browser calculator or accounting workflow.

Last reviewed 25 September 2026.

Start with what you came to do

Understand why profit and cash differA delayed receipt creates a cash shortfall. Read in your browser; Excel optional. Use accounting functions in ExcelDownload Ozzit and try ten worked formulas. Microsoft 365 or Excel 2024 or later. Review a month-end closeInspect eight exceptions in a fictional close. Read in your browser; Git and Python to rerun. Calculate a Coal LSL levyCalculate eligible wages with the formula visible. Browser; nothing to install. Check a BAS pack before manager reviewSee missing work and unresolved items in a sample pack. Python needed to rerun.

For browser calculations, choose the Coal LSL levy calculator or the 9 business planning calculators. For review prompts, browse 100 accounting questions.

Browse more accounting tasks

  • Explain profit and cash differences Fictional Newcastle cash flow case Source invoices and payments, Excel forecast and explanation
  • Calculate in Excel Ozzit Excel LAMBDA library Microsoft 365 or Excel 2024 or later
  • Payroll and super Payday Super timing Python Coal LSL levy calculator Browser
  • Reconcile a close or prepare a BAS pack for review Workpaper Review Gate Python Monthly Close Controls Two trial balances and a mapping produce exceptions with evidence. Python. Xero trial balance CSV export Python
  • Reconcile construction work in progress and billings Construction WIP schedule Contract inputs, a calculated schedule and its limits. Python. Subcontract ledger skills Agent skills
  • Tax positions Trust distribution checks Python Company tax and franking checks Python ATO benchmark comparison Mapped profit and loss, supported ratios and comparison limits. Python.
  • AI agents in the workflow Australian tax tools for AI agents MCP

Extract

Get records into reviewable shape

Xero trial balance CSV export

Writes a tidy CSV only after month movement and year-to-date debits and credits both balance.

Delivery
Python
Boundary
Read-only Xero scope; no ledger writes.

Try an example, Xero trial balance CSV exportSource code, Xero trial balance CSV exportLast commit 12 October 2026

Subcontract ledger skills

Assembles progress claims, retentions, WIP, fuel credits and levy inputs into inspectable ledgers.

Delivery
Agent skills
Boundary
Requires human review of contracts, classifications and source records.

Evaluation procedure, Subcontract ledger skillsSource code, Subcontract ledger skillsLast commit 12 October 2026

Construction WIP schedule

Calculates cost-to-cost revenue, contract assets or liabilities and profit fade flags by contract.

Delivery
Python
Boundary
Review aid under AASB 15, not an accounting determination.

Try an example, Construction WIP scheduleSource code, Construction WIP scheduleLast commit 12 October 2026

Calculate

Apply a rule without hiding the working

Payday Super timing

Classifies supplied receipt evidence against the ordinary deadline of 7 business days and estimates exposure from late contributions.

Delivery
Python
Boundary
Missing receipt evidence stays at risk; the tool does not infer payment.

Try an example, Payday Super timingSource code, Payday Super timingReproduce the evaluation, Payday Super timingLast commit 12 October 2026

ATO benchmark comparison

Maps a profit and loss to published ATO categories and shows each ratio beside the published range.

Delivery
Python
Boundary
A comparison is not an audit finding or compliance conclusion.

Try an example, ATO benchmark comparisonSource code, ATO benchmark comparisonLast commit 12 October 2026

Coal LSL levy calculator

Shows the section 3B employee branch, eligible wages formula and 2.7% monthly levy.

Runs on this site now. Nothing to install.

Delivery
Browser
Boundary
No lodgement, storage or network transmission; verify the monthly return.

Try an example, Coal LSL levy calculatorSource code, Coal LSL levy calculatorLast commit 27 September 2026

Trust distribution checks

Classifies PCG 2022/2 zones and calculates Division 6 shares and a section 99B amount from supplied facts.

Delivery
Python
Boundary
Does not invent arrangements, intentions or beneficiary facts.

Try an example, Trust distribution checksSource code, Trust distribution checksLast commit 12 October 2026

Company tax and franking checks

Applies the base rate entity test and keeps franking account movements and deficit tax visible.

Delivery
Python
Boundary
Requires verified income composition, distributions and ledger inputs.

Try an example, Company tax and franking checksSource code, Company tax and franking checksLast commit 12 October 2026

Ozzit Excel LAMBDA library

133 native Excel LAMBDA functions and 5 help tables for GST, financial years, depreciation, amortisation and AASB 16 lessee schedules.

Delivery
Excel workbook
Boundary
Calculates only. The reviewer decides the accounting treatment and the tax position.

Try an example, Ozzit Excel LAMBDA librarySource code, Ozzit Excel LAMBDA libraryLast commit 12 October 2026

Control

Stop incomplete work before manager review

Workpaper Review Gate

Returns a BAS, month-end or year-end pack when artefacts are missing, untied or unbalanced.

Delivery
Python
Boundary
READY means ready for human review, not approved or signed off.

Try an example, Workpaper Review GateSource code, Workpaper Review GateLast commit 12 October 2026

Monthly Close Controls

Compares trial balance CSVs and returns material movements, missing mappings and subledger differences for review.

Delivery
Python
Boundary
PASS applies to the configured checks. A human approves the close.

Try an example, Monthly Close ControlsSource code, Monthly Close ControlsLast commit 12 October 2026

Inspect

Compare Australian tax tools for AI agents

Australian tax tools for AI agents

Compares local deterministic calculations with hosted retrieval and states what each route refuses.

Delivery
MCP
Boundary
Human review required. Optional local library excerpts enter the assistant’s context; Division 7A scope stays limited.

Try an example, Australian tax tools for AI agentsSource code, Australian tax tools for AI agentsLast commit 12 October 2026

Two repositories sit outside this register. llm-tax-guardrails is an external prompt guide; its refusal scenarios are documented here. au-fpa-pack provides the fictional cash flow example and forecasting tools built on openfpa.

Before using a tool

Delivery ranges from browser tools to Python packages, an MCP server and agent skills. An MCP server is a standard way to hand an AI assistant a fixed set of tools. Start with fictional data and keep the stated boundary in view.

Three of the tools carry reproducible evaluations against fixed releases, so a sceptical reviewer can rerun the checks before adopting anything. What these tools refuse lists each send-back and refusal with its exact output, and Known limitations lists the cases where a released tool returns a result you should not take at face value.

Workbooks and source

Ozzit runs in Microsoft 365 or Excel 2024 or later. The toolkit and Power BI repositories include setup instructions.

Ozzit: functions, compatibility and release Download Ozzit (Excel workbook) Ozzit examples and source Power Query and VBA ledger toolkit Power BI accounting project

Related resources

Third-party libraries, official guidance and primary sources this work depends on or sits beside. None is maintained here; each link goes to its own home.

OpenAccountants tax guides for coding agents Xero Python SDK (official) Xero Node SDK (official) tap-xero Singer tap for the Xero API Excel Labs Advanced Formula Environment STP Phase 2 employer reporting guidelines Federal Register of Legislation ATO Legal Database ATO datasets on data.gov.au Standard Business Reporting developer resources SuperStream technical standards
Tools Rates Evaluations Evidence About Contact Privacy and site use

Ryan Duguid is not a registered tax agent or BAS agent. Nothing here is tax, legal or financial advice. Computational outputs are review aids for a qualified professional, not compliance determinations, and lodgement decisions stay with a human.

Changelog GitHub Related resources Machine-readable index

Ex fide fiduciaEx fide fiducia, Latin for from faith comes confidence

Ryan Duguid, ABN 59 834 031 764

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