Transactions

Common Topics

• How to write off a non-unitised Investment/Asset with $0 consideration
• How to write off an Investment/Asset with $0 consideration
• Member components must equal members balance
• How to remove Automatic Daily Journals
• Arithmetic Calculator
• First Home Super Saver Scheme

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Transaction Matching

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

Contributions

• How to enter a COVID-19 Re-contribution
• Spouse and Child Contributions
• Contributions (24200) Guide
• Unused concessional cap carry forward
• How to Enter Contributions to be allocated to a member's unrestricted non-preserved
• Contributions splitting for a Spouse

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Dividends

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

Depreciation

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

Distributions

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

CSV

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

Tax

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