Action undone
WEEK 1
$0
Weekly sessions
Monthly sessions
Monthly revenue $
SESSION LOG
Client Before MonTueWedThuFriSatSun # Revenue Pay After
DASHBOARD
2026
%
%
30%
Applied to all bank income. Cash is not deducted. ATO rates ↗
Taxable Income Rate Tax On This Income
$0 – $18,2000%Nil
$18,201 – $45,00019%19c for each $1 over $18,200
$45,001 – $120,00032.5%$5,092 + 32.5c over $45,000
$120,001 – $180,00037%$29,467 + 37c over $120,000
$180,001+45%$51,667 + 45c over $180,000
Medicare levy 2% applies. LITO reduces tax under $66,667. ATO tax rates ↗
Quarterly BAS deadlines for sole traders lodging online ATO BAS ↗
Quarterly BAS applies if: Registered for GST and turnover under $20M.
As a sole trader PT: Report GST on client fees. Claim credits on gym rent, equipment, software, CPD.
How to complete your BAS ↗
🏋 Gym / studio rent
Your primary place of work
📱 Phone & internet
Work-related portion only
💻 Software & apps
PT tracker, scheduling, accounting
📚 Education & courses
CPD, certifications, workshops
🏃 Equipment & gear
Weights, mats, tracking devices
🚗 Motor vehicle
Travel between work locations
👕 Uniforms & clothing
Branded work attire only
💼 Professional services
Accountant, bookkeeper fees
📣 Marketing
Website, social media, ads
🩺 Income protection
Sole trader relevant cover
Keep all receipts for 5 years. Home office: 67c/hour (2024–25). ATO guide ↗
2026
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CLIENT ROSTER
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Name · Rate · Mode
Credits
Actions
PACK BURN RATE
Avg sessions/week · estimated pack end date
RECORD PACKAGE PURCHASE
PURCHASE HISTORY
$0 total
📄 INVOICE BUILDER
Description
Qty
Rate ($)
Amount
Subtotal
$0.00
📊 MONTHLY EXPENSES
Last 12 months
ADD EXPENSE
EXPENSE LOG
Description Category Amount Payment GST Date
REPORTS
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REVENUE BY WEEK
CASH VS BANK
SESSIONS BY WEEK
REVENUE BY CLIENT
BREAK-EVEN TRACKER
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PIPELINE
CLAUDE OPUS COACH
claude-opus-4-6 · Full context of your roster, credits & sessions
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Hey David! I have your full client roster, session credits, balances and weekly tracking loaded. Ask me anything about programming, rehab, business, or your clients.
Momentum Tracking
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