Division 7A loan tracking
A dedicated page for tracking private company loans under Division 7A.
The problem it solves
Private company loans to shareholders need careful tracking to avoid deemed dividends.
How it works
- Open the Division 7A page for the client.
- Record the loans.
- Track them across years alongside the calculator.
What your practice gets
- Loans tracked in one place.
- Supports year-on-year compliance.
- Works with the calculator.
Watch it in the product
A short recording of division 7a loan tracking in use.
Questions accountants ask
Is this the same as the calculator?
It is a separate page for tracking loans, alongside the calculator.
Which rules apply?
Division 7A of the Income Tax Assessment Act 1936. Check current ATO guidance for rates and requirements.
Does it give tax advice?
No. It supports your own professional judgement.
Related features
Features that work alongside division 7a loan tracking.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.