Transactions
Transactions
- Franking credits and the 45 day rule
- How do I record Regulatory Fees as Deductible for tax purposes?
- How does Class calculate foreign exchange realised gain?
- How to adjust the Income Tax Payable account or the Income Tax Instalment account in the current financial year
- How to allocate Fund General Income/Expense to a specific member account
- How to enter Carried Forward Tax Losses missed at the Opening Balances
- How to identify numbers entered into Excel Loader with more than 2 decimal places
- How to process a transfer of liability to a life insurance company
- How to set up Transaction Rules when the bank interest has TFN Withheld
- How to trigger a Realised Gain when Capital Return results in Negative Cost
- INTERNAL: Carry forward capital loss entered as carry forward capital collectible loss in opening balances
- Troubleshooting Excel Transaction Loader Issues
- Unable to set up a new member income/expense type account at Business Level
- Using the Fit to Tax function
- Why doesn't the Deferred Tax Reconciliation include the Deferred Tax from CGT relief?
- Why is the Transaction Rule doubling up the amount of the Cash in/out transaction?
- Why was the rollover taken up as Liability?
Member & Pension Transactions
- Anti-detriment payment
- Creating Transaction Rules for Pension Drawdowns (Proportional)
- Family Law Settlement: How to Rollover into the new Fund
- Family Law Settlement: How to process the rollover out for investment without triggering Capital Gain
- Family Law Settlement: How to Take up Property into the Rollover in Fund