Creating a Wind-up Job

Creating a Wind-up Job

Introduction

If you have a wind-up fund, you will first have to add a wind-up date in the accounting software. Here's how you can add wind-up date in the accounting firm and then process the wind-up job for the fund.

Adding Wind-up Date in the accounting Software.

Class

  1. Log in to Class.
  2. Go to Fund > Details > Edit.
  3. Enter the End Date and click Save.
adding-wind-up-date-in-class-gif

BGL 360

  1. Login to BGL 360
  2. Select the Fund and click on Edit.
  3. Scroll down and add Wind-up Date.
  4. Once added, click on Save.

adding-wind-up-date-in-bgl-360-gif

SuperMate

  1. Login to SuperMate
  2. Select the Fund and click on Fund Details.
  3. Change the Fund Status as Wound Up, enter the Wound Up Date and click on Save.
add-wind-up-date-in-supermate-gif

Creating wind-up Job in SMSF Sorted.

Once you have added the wind-up date for the fund in the accounting software. Follow the steps mentioned below 
Step 1: Import Client or if you have already imported the client, Re-import the client to reflect the changes.
Step 2: Create a Job and the Wind-up year will automatically appear.

create-wind-up-job-in-smsf-sorted

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.