Timesaving Calculators
& Worksheets

Help clients get a better understanding of their needs with these financial calculators and worksheets available in ToolBox CS.

Financial Calculators

Business Calculators

• Buying vs. Leasing—Equipment
• Cash Flow Forecast
• Economical Order Quantity
• Gross to Net Paycheck
• Net to Gross Paycheck
• Qualified Farmer Determination for Estimated Tax

Mortgage Calculators

• Monthly to Bi-Weekly Loan Conversion
• Mortgage Comparison
• Mortgage Qualification
• Pay Points on Mortgage

Personal Finance Calculators

• 401(k) Loan
• Bank Statement Reconciliation
• Before and After Tax Rate of Return
• Buying vs. Leasing—Auto
• Buying vs. Renting—Home
• Marginal Tax Rate
• Personal Financial Statement

Retirement Calculators

• 401(k) vs. Roth IRA—Annual Contribution
• 401(k) vs. Roth IRA—Monthly Income
• Employer Retirement Plan vs. Taxable Investment
• IRA Savings
• Regular 401(k) vs. Roth 401(k)
• Retirement Account Aggregation
• Social Security Benefits—Starting at Age 62 vs. FRA
• Retirement Income Planner

Other Investment Calculators

• Future Value of Investments
• Health Savings Account Evaluator
• Investment Analysis
• Investment Needed to Achieve Goal
• Monthly Investment Accumulation
• Present Value of an Ordinary Annuity
• Present Value of a Series of Non-Annuity Payments
• Present Value of Future Amount
• Years to Become a Millionaire

Other Loan Calculators

• Custom Loan Payment Schedule
• Effect of Lump-Sum Payment on Loan
• Record of Loan Payments and Rate Changes
• Standard Loan Payment Schedule
• Unknowm Loan Variable

Tax Worksheets

Business Tax

• Auto—Employer Provided Cents-Per-Mile Method
• Auto—Trade-In Basis and Current Year Depreciation
• Auto Sale—Gain/Loss Actual Expense Method
• Auto Sale—Gain/Loss Standard Mileage Method
• Cancellation of Debt—Qualified Real Property Business Debt
• Like-Kind Exchange
• Partner's At-Risk Basis
• Partner's At-Risk Losses
• Partner—Components of Suspended Loss Carryover
• Partner's Outside Basis
• Repossession of Real Property
• S Corporation Shareholder's Basis in Stock and Debt
• S Corporation Shareholder—Components of Suspended Loss Carryover
• Section 1244—Corporate Records Supporting Ordinary Loss Treatment

Healthcare

• Individual Shared Responsibility Penalty (Available January 2015)
• Individual Shared Responsibility with Changed Circumstances (Available January 2015)

Individual Tax

• 401(k) Plan—Contribution to Individual (Solo) 401(k)
• Alimony Recapture
• AMT NOL Computation
• Annuity—Simplified General Rule
• Annuity—Simplified Method
• Cancellation of Debt—Insolvency
• Charitable Contributions Carryover Schedule
• Community Property—Allocation of Tax Amounts Between Individuals
• Decedent—Reconciliation of Information Returns
• Deductible Home Mortgage Interest
• Dependents—Support Test for Dependency Deduction
• Depletion—Cost Depletion Schedule
• Depletion—Oil and Gas Depletion Schedule
• Estate Tax
• Foreclosure—Borrower's Worksheet
• Foreign Earned Income and Housing Exclusions
• Head of Household—Cost of Maintaining a Household
• Home Mortgage Points Amortization Carryforward Schedule
• IRA—Taxable Distributions When Contributions Made in Same Year
• IRA—Allowable Contributions
• IRA Roth Conversions Analysis
• IRA—Roth IRA Basis Tracker
• IRA—Taxable Distribution When Contributions Made in the Same Year
• IRA—Traditional IRA Basis Tracker
• IRA—Traditional vs. Roth
• Kiddie Tax—Age 18 or Full-Time Student Age 19-23
• Minister—Allocating Expenses for Tax-Exempt Income
• Minister—Excludable Housing Allowance
• Net Operating Loss (NOL)—Calculation
• Net Operating Loss (NOL)—Carryback After a Divorce or Death of Spouse
• Net Operating Loss (NOL)—Utilization of Carryover or Carryback
• Real Property—Estimated Tax on Gain from Sale
• Rental—Limit on Rental Deductions for a Dwelling Unit Used as a Home
• Required Minimum Distribution—Inherited IRA
• Required Minimum Distributions
• Residence—Gain/Loss from Sale and Allowable Exclusion
• Retirement Plans—Substantially Equal Periodic Payments for Early Distribution
• Roth Conversion Analysis
• SEP—Sole Proprietor's Contribution
• SIMPLE IRA Plan—Sole Proprietor's Contribution
• Social Security—Taxable Amount with IRA Deduction Phase-out
• Sole Proprietor—Hiring a Dependent Child
• Tax Benefit Rule—Refunds of Amounts Previously Claimed as Itemized Deductions

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