Contributions Summary Report

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Overview


The Contributions Summary Report provides a summary of the following:

  • Member Details
    • Date of Birth
    • Age
    • Member Code
  • Contribution Amounts
    • Concessional Contributions
    • Non-Concessional Contributions
    • Other Contributions
    • Reserves
    • 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.

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Select Reports.

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To download an individual report in PDF, Word or Excel format:

  1. On the left-hand side of the Reports screen, Drag & Drop the Contributions Summary report from the Work Paper Reports list. 

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    1. Once the report has been dragged & dropped, select Options (to the right of the report).

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      Options | Settings

      Show 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.

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  2. Select either Download PDFDownload Word or Download Excel

You can also add these reports to a Report Pack. See Reports for instructions. 

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