SMSF Sorted Workpaper - Contributions
SMSF Sorted Workpaper - Contributions
This article will provide details on the functionality of SMSF Sorted's Contributions Workpaper.
A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the Workpapers to be active.
For funds loaded after this date, Workpapers will automatically be available.
The Contributions Workpaper is accessed via the Statement of Financial Position on any individual member line under the Member Entitlement Accounts line item.
Click on the green WP icon to access the Workpaper.
A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the Workpapers to be active.
For funds loaded after this date, Workpapers will automatically be available.
This Workpaper is designed to show contributions made during the year, and how much the member is eligible to contribute in the following financial year.
Data for this Workpaper is imported directly from the administration software
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