Tax results (Individual and super)

For general tips about reading the results, see the Results step.

You can see results about your tax, both personal and inside super, in the following places:

  • At the Cash flows & action items  sub-step (under the  Results  step on the top menu) in the Cash flows report:
    • The Expenditure section lists the following items:
      • Personal tax payments for each individual
  • Detailed reports sub-menu (on the Results step (top menu)), the following reports may be useful:
    • For an individual:
      • Cash flows report (under (Individual) report) shows the annual tax paid by an individual
      • Tax report gives an overview, for each year, of your total taxable income and personal income tax 
      • Sub-reports under (Individual) > Tax report include:
        • Adjusted income - taxable income adjusted for voluntary pre-tax super contributions and losses
        • Capital gains - any capital gains on assets sold during the year
        • HELP repayment - annual HELP debt repayments
        • Pre-tax income - all assessable pre-tax income including income from investments, business, and salary/wages, and excluding voluntary pre-tax super contributions
        • Tax deductions, offsets, and rebates
        • Tax summary lists total tax paid each year, including personal tax, tax in super for deposits and withdrawals, and Medicare
        • Your calculated tax, using your total taxable income, is shown in the Tax on taxable income report.
    • For a super fund:
      • Super deposits summary (under (individual) > Cash flows report) shows the tax paid on your super guarantee and voluntary pre-tax super contributions (either salary sacrifice or self-employed deductible contributions)
      • Transaction account (under (individual) > (Super fund) > (Super fund)) shows (in the Revenue section see Deposit (Concessional) item) the total concessional deposits after tax has been paid. 
    • For an SMSF:
      • Tax in portfolio (under (SMSF) > (SMSF)) details, year-by-year, the taxable income, including concessional deposits, capital gains, and the tax liability
      • Transaction account (under (SMSF) > (SMSF)) in Expenditure section, shows the item Tax paid in portfolio which is the total tax liability calculated in the report above.
  • At the Compare step on the top menu, the following comparison charts are helpful:
    • Total tax paid during analysis - shows the cumulative amount of personal tax paid (for all individuals) over the whole analysis
    • Total tax paid by year chart compares consolidated personal tax paid, year-by-year, for the scenarios selected.

Adjusting your results

If you would like to change something in the results or make another scenario for comparison, you need to change your input data and solve again. See Entering Data in Pathfinder for more information.