- Update to the latest Simple Fund release. Refer to Client Centre >> Software Downloads >> Simple Fund Downloads
- The fund must be migrated to Simple Fund 360
SMSF Annual Returns supported:
- 2016 -2017
Note: Only the last finalised Annual Return can be imported and lodged in Simple Fund 360.
For example, if a fund has been migrated as at 30/06/2021 to Simple Fund 360. Only the 2021 SMSF Annual Return can imported in Simple Fund 360 for lodgement.
Simple Fund Desktop File Export
See How to Export SMSF Annual Return from Simple Fund Desktop for exporting instructions.
Important: Update Lodging Party
Prior to importing and the lodgement of the Annual Return, the newly migrated fund will need to be attached to the correct Lodging Party to allow for lodgement to the ATO.
Simple Fund 360 Import
Note: The fund will need to be migrated to Simple Fund 360 prior to accessing the Create Entries screen.
After you have exported the file from Simple Fund Desktop, in Simple Fund 360 login to the relevant fund and navigate to the Create Entries screen.
Select Create Tax Return.
From the Tax Compliance screen, click Select a File and browse for the .SBR file.
After the file has been imported, review Section K: Declarations and ensure a Trustee has been selected and then select Update Lodging Party and select Save.
Next, select Validate. The Annual Return will be awaiting lodgement via the Electronic Lodgement screen.