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
- No lodging party has been attached to this fund. Please setup the Lodging Party from the Settings screen.
- Please update lodging party from the Tax Compliance > Section K to correctly link fund to a lodging party
Contacts
- Add a Company
- Add a Person
- Add Other Entity
- Contacts Screen
- Delete a Contact
- How to Add a Trust as a Contact ?
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