Transactions

Common Topics

• Add Bank Account - Smart Matching
• AI Assistant
• Arithmetic Calculator
• Attach Documents to Transactions
• First Home Super Saver Scheme
• How To Delete a Transaction

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Transaction Matching

• Create a Matching Rule from the Transaction List
• How to Unmatch Transactions
• Matching Locked Transactions
• Matching Rules Screen
• Purchases and bank transactions are not automatically matching
• SmartDocs Documents

Contributions

• Contribution Dashboard
• Contributions (24200) Guide
• Contributions splitting for a Spouse
• Downsizer Contributions
• How to enter a COVID-19 Re-contribution
• How to Enter Contributions

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Dividends

• DRPs - How to Manually Record a Journal for a Dividend/Distribution Reinvestment
• How to Enter Dividends
• SmartDocs - Distributions/Dividends

Depreciation

• Accumulated Depreciation
• Depreciation Schedule
• Depreciation: Asset Write Off
• How to Enter Depreciation - Manual
• Incorrect Written Down Value

Distributions

• Charter Hall (CHC) - Annual Tax (AMMA) Statement
• Examples - How to enter an Annual Tax Statement
• How to Enter a Distribution & Tax Statement

CSV

• Bank CSV Import
• CSV Template
• Reverse a CSV Upload

Tax

• ATO Tax Refund
• Division 293 Contribution Tax
• Excess Contributions Tax
• How do I Enter ATO Interest or GIC
• PAYG Tax Instalments