Adding calculations to a worksheet allows you to reference useful templates, such as those for GST reconciliation, superannuation payable, or wages reconciliation, directly to the relevant worksheet.
Steps to add a calculation
Open the worksheet you’d like add a calculation to
Navigate to the Calculations tab, where you’ll see tiles representing the different calculation options.
Identify the calculation you want to use from the tiles displayed.
Click the + Add button on the calculation tile to add it to your worksheet.
The calculation will now appear as a linked calculation. Select it to open and start entering details.
💡 Tip: Hover over any of the details in the calculation tile to see the full text including calculation name, calculation description and related tags.
Groupings of calculations
The calculation tiles are organised into the following sections:
Suggested: Displays calculations that match the worksheet’s tag (report code).
In this workpaper: Lists calculations already added elsewhere in the workpaper, including their current location(s).
Available templates: Shows all other templates available, that don’t match the worksheet's tag but can still be utilised.
Deleting calculations
If you need to remove a calculation:
Click the ellipses (⋮) next to it and select Remove.
Confirm the removal from the pop up
Adding additional calculations
To add another calculation after the first:
Click + New Calculation in the Calculations tab.
Follow the same process to add and customise your new calculation.
ℹ️ Note: For more details on using calculations, including FAQs and guidance on completing the calculation templates, see the Calculations Collection.