SMSF Sorted Workpaper - TBAR
SMSF Sorted Workpaper - TBAR
This article will provide details on the functionality of SMSF Sorted's TBAR 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.
Functionality
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 TBAR Workpaper is accessed via the Statement of Financial Position and clicking on any of the WP icons, then clicking TBAR.
Click the + icon next to the member you wish to enter Transfer Balance Account details for.
Click 
to add additional records.
Currently, data is not prepopulated into the TBAR Workpaper, and must be entered manually.
Cloudoffis are exploring ways to automate the population of this data. This automation which will be available in a future release.
Currently, data is not prepopulated into the TBAR Workpaper, and must be entered manually.
Cloudoffis are exploring ways to automate the population of this data. This automation which will be available in a future release.
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