Validation error

Hi Paul

When validating the tax return, the following error comes up:

CMN.ATO.SMSFAR.436632: Account status must be ‘Closed’ if closing account balance is nil and account has outgoing amounts – If member is not deceased and account has amounts at ‘Outward amounts less any rolled out contributions’ or ’ Lump sum payment’ or ‘Income stream payment’, and ‘Closing account balance’ is zero then Member account status code must be ‘closed’
Member – Account Status

Solution
If a member has left the fund or is deceased, you need to ensure that the member’s balance is zero and that an “End Date” has been entered for that member under Member List.

Regards

Andrew

Hi Paul

I’ll need to get some additional info, It may be worth trying to ensure you have a area code & phone number, not a mobile.,

Regards

Andrew

Via Techs –

The CMN.ATO.SMSFAR.436202 code relates to Intermediary contact details. Ask user to check Intermediary section on the tax return. Is it an old return issue?

Please scroll right to the bottom & ensure ALL fields associated with your tax agent firm are filled.

Regards

Andrew