A report can be generated for member's Transfer Balance Accounts. For more information on Events Based Reporting and lodgement requirements to the ATO, refer Transfer Balance Account Report (TBAR)
How to prepare the Transfer Balance Account Summary
To download an individual report in PDF, Word or Excel format:
- On the hand side of the Reports screen, Add the Transfer Balance Account Summary from the Work Paper Reports list.
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.