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  1. Simple Fund 360 Knowledge Centre
  2. Firm Management

Firm Management

Lodgement

  • Adding a Lodging Party (Tax Agent)
  • Adding an ABN to a Lodging Party Contact
  • How to add a firm/company with a director/individual as a lodging party
  • How to change the tax agent in the tax return
  • Lodgement Screen
  • No lodging party has been attached to this fund. Please setup the Lodging Party from the Settings screen.
See all 7 articles

Contacts

  • Add a Company
  • Add a Person
  • Add Other Entity
  • BGLiD
  • Contacts Screen
  • Delete a Contact
See all 11 articles

Users

  • Admin Users
  • Can I change my login email?
  • Email Notifications
  • Invitation Management
  • Invite User, User Roles and Reset Password option
  • Inviting an Auditor to Simple Fund 360
See all 12 articles
Simple Fund 360 Knowledge Centre