Import SMSFAR from Mclowd to LodgeiT - LodgeIT

Import SMSFAR from Mclowd to LodgeiT

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Search the Client in the upper left section.

 

 

 

Select “Add Form”, and click SMSFAR Tax Return

 

 

Select Tax Year, and click “Create and Prefill” button.

 

 

 

Select applicable Icons for your fund, activate financial picture

 

 

 

Select “Complete” button to generate SMSFAR Draft Tax Return.

 

Importing Mclowd Tax Data Extract

 

In the top left, click three little buttons, and select “Import”

 

 

Select your File and click “Import”.

 

 

 

Once imported, review the details.

 

 

 

 

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