The Tax Reconciliation Report has been added to assist you in reconciling tax amounts within a fund with The SMSF Annual Return. The report will detail the amounts that make up tax label figures and the dates these amounts occurred. For example, under Label K - PAYG Instalments Raised the report will detail the date the instalments were made, and the amount.
These instalment amounts are an example only.
|From the Main Toolbar, go to Reports.
- On the left-hand side of the Reports screen, search for the Report.
- Select the green arrow to add the report to the Report Pack List.
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.