Auditor or Tax Agent Details are Incorrect or Blank in the SMSF Annual Return

Support Query

I have selected the correct auditor and tax agent under Fund | Fund Relationships. However, the SMSF auditor and tax agent details in the SMSF Annual Return are different or blank.

Solution

Auditor and Tax Agent information will be automatically populated when you Create Entries. 

If you have updated or added the auditor and tax agent details after creating entries you will need to navigate from the Main Toolbar, go to Compliance then select Tax compliance from the list.

• To update the Auditor, select the auditor from the drop-down menu on Section A

• To update the Tax Agent click on the Update Lodging Party on Section K. 

Click the Save button to complete the changes.