Overview
The SMSF Annual Return and Schedules report allows you to generate the following documents, all under one report heading:
- SMSF Annual Return
- Capital Gains Schedule
- Losses Schedule
- Attachments Schedule
- Trust Income Schedule.
How to Prepare
| From the Main Toolbar, go to Reports. |
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| Select Reports. |
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- On the left hand side of the Reports screen, search for the SMSF Annual Return and Schedules Report.
- Select the green arrow to add the report to the Report Pack List.
- Select either Preview / Download to generate a report pack with all included documents, or individually select the Print PDF icon next to the SMSF Annual Return and Schedules:
Note: Digital Signing
Digital signing is available for the SMSF Annual Return and Schedules report.
The report and schedules will be separated for digital signing purposes. All applicable reports/schedules will be displayed, while any unnecessary schedules will be omitted from the digital signing preparation screen: