The Contributions Summary Report provides a summary of the following:
- Member Details
- Date of Birth
- Member Code
- Contribution Amounts
- Concessional Contributions
- Non-Concessional Contributions
- Other Contributions
- Total Contributions
There is also an option to add a signing line for the member to confirm the contribution amounts for the financial year.
How to prepare
|From the Main Toolbar, go to Reports.||
To download an individual report in PDF, Word or Excel format:
- On the left-hand side of the Reports screen, Drag & Drop the Contributions Summary report from the Work Paper Reports list.
Once the report has been dragged & dropped, select Options (to the right of the report).
Options | SettingsShow Comparatives
Select Yes to display contribution amounts for both previous and current financial years on the report.Show Member Declaration Sign Line
Select Yes to display a declaration section and a signing line for the member to confirm the contribution amounts made during the financial periods.
- Select either Download PDF, Download Word or Download Excel.
You can also add these reports to a Report Pack. See Reports for instructions.