How To Upgrade Your Property Investment Spreadsheet

If you receive an important spreadsheet update email from Property Tax Tools, the safer path is usually to move to a fresh copy rather than keep using an older workbook version.

Need the newest file or a setup refresher first? Open the latest property investment spreadsheet from your secure access link, then keep the getting started guide open beside it while you move your inputs across.

If you are still deciding between the one-property tax-time file and the broader planning model, compare them from the spreadsheet hub first so you only upgrade into the version you actually need.

Why a fresh copy is safer

Spreadsheet structure can change between versions. Starting from the latest copy reduces the risk of carrying older formulas, broken references, or outdated helper tabs into the new release.

A fresh copy is especially helpful when a release changes:

formulas or named ranges
hidden helper tabs
protected areas
output layouts or summary tabs

Upgrade process

Open the latest version from your secure access link.
Keep your previous copy open in another tab or window.
Copy your inputs only into the new version.
Do not copy formulas, helper tabs, protected tabs, or output areas.
Review the main summary outputs before relying on the new workbook.

What to copy

In most cases, move only the values you personally entered, such as:

property purchase details
rent and expense assumptions
loan settings
scenario inputs
tax and ownership assumptions you changed manually

What not to copy

Do not copy:

formulas
hidden helper cells or tabs
dashboard outputs
protected ranges
reference-rate or validation tabs

These are part of the current workbook logic and should come from the fresh version.

After you migrate

Check:

your main summary outputs
your property-level assumptions
any scenario comparison tabs you actively use

If anything looks off, contact support@propertytaxtools.com.au before relying on the workbook for planning or scenario modelling.

Support

If you are unsure whether an update applies to you, or want help moving your inputs across, reply to the release email or email support@propertytaxtools.com.au.

Frequently asked questions

Should I update my existing spreadsheet in place?

For important releases, a fresh copy is usually safer than updating an older workbook in place. That keeps formulas, validations, protected ranges, and helper logic aligned with the latest version.

What should I copy into the new version?

Copy your input values only. Do not copy formulas, hidden helper tabs, protected ranges, or output tabs. The safest approach is to keep your old workbook open beside the new one and re-enter or copy your input cells section by section.

How long should migration take?

For most customers, migrating to the latest workbook should take around 5 to 10 minutes if your setup is simple, and longer if you have many property or scenario inputs.

Important Disclaimer

This calculator provides general information only and is not intended as tax advice, financial advice, or a recommendation to buy, sell, or hold any investment property. The results are estimates based on the information you provide and the tax rules applicable to the 2025–26 financial year.

Tax rules and rates are subject to change. The calculations may not account for all factors that apply to your specific situation, including but not limited to: HELP/HECS-HELP repayments, Medicare Levy Surcharge, private health insurance rebate adjustments, foreign income, or trust distributions.

We are not affiliated with the Australian Taxation Office (ATO) or any state or territory revenue office. All rates and thresholds are sourced from publicly available government data (see sources below).

Seek professional advice. For advice specific to your financial situation, speak with a registered tax agent, accountant, or licensed financial adviser.

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