Upgrade or Renewal Tax Year 2014 and onwards

Version 14 is now available, ready for Tax Year 2014 (July 2013 to June 2014) – Yes we missed out 13… because we created a MAJOR upgrade involving a new database and separate Excel file – this means you will only need to use a new Excel file each year – no need to keep finding your old files, as long as you save in the same place.

Want to know more? If you’re an existing user, refer to your UPGRADE email.  If you did not receive the email, we may not have your up to date details, please complete the contact us form to ask for your Upgrade link.

Firstly, load BOTH files to the same folder that you intent to use.

The Rental Workbook is compiled of TWO files that work with one another.

The Excel file is the one that you use, and will need to work in unprotected view and enable macros for according to the screen shots below.

The other document is very important, as it is a database file containing all of your property information.

For backup and safety purposes, we recommend using an online duplicate storage option such as Dropbox, where you can store information both online and on your computer at the same time.

If you have any questions, please check through this manual and the FAQ’, or visit our blog at http://www.excelaustralia.com.au/blog

  1. Open Microsoft Excel.
  2. When you first open Rental Workbook, you should see a security warning.
  • Click on the Options button – a Security Alert – Macro window will display.
  • Select Enable this content.
  • Click OK.

(Excel 2010 and 2013) A Protected View message will appear – choose Enable Content

(Excel 2007, 2010 and 2013) A security warning message will appear as before; select Options and Enable this content.

To ensure that the Rental Workbook continues to work correctly, ONLY use the Rental Workbook Ribbon

So remember, Protected View – always Enable Editing / Enable Content

Please refer fully to your user guide, as screen shots are included for all relevant Excel versions.


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5 comments on “Upgrade or Renewal Tax Year 2014 and onwards
  1. Andrew Lavers says:

    Every time I try to “Import Data” in version 14 I get a error message.Run Time Error 1004
    Unable to get the VLookup property of the Worksheet function class.

    Any solutions?

  2. Mel says:

    Hi Andrew,
    This error means that there is actually an error with tax year info in your old Rental Workbook file.
    Please visit the purchase page to download a copy of the v12 RESTORE file – run that file on your old RW file and it should then import to the new v14 just fine.
    You can get the RESTORE at http://www.excelaustralia.com.au/blog/products/restorev12/

  3. Mel says:

    Hi Andrew, the vlookup error means that you will need to run the RESTORE process on your old Rental Workbook. The RESTORE file can be downloaded at http://www.excelaustralia.com.au/blog/products/restorev12/

  4. Martin Rushby says:

    Mel Please Help
    Im trying to roll over to a new tax year using excel 2007 version 12 RW.

    When I follow the instructions i get the following error message
    “The workbook selected does not appear to be a valid Rental Workbook. You can upgrade version 11 to 11 this workbook will close”…..

    However this is not the version im using i was using version 12 last year no issues i have renewed my licence and downloaded the upgrade as well..

    please help
    Martin Rushby

  5. Mel says:

    Hi Martin, The message which appears is the same for every scenario unfortunately.
    Most of the time, it can be attributed to the old file having been saved as the wrong file type.
    Excel 2003 is expecting a .xls file, and a lot of people have “converted” or done a Save As.. to file type .xlsx or .xlsm
    If its’ macros have been working (and the buttons navigating) then it may be that you have a .xlsm file.
    Simply go to your old file & Save As… choosing an Excel 97-2003 file type.
    If you have any trouble, please feel free to email your old RW file through to our support email address and we should be able to repair for you.

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