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Mclowd User Guide for SMSF Trustees

 

Choose the Event Status (Open or Pending)

 

TBAR_add_selecteventstatus

A PENDING EVENT is one for which you wish to use Mclowd’s file generation feature to create a completed report file for uploading to the ATO website.

In addition to the data entered on the Add TBAR Event form, Mclowd™ will extract data relating to the Fund and Member.

For example, the Member’s TFN and Date of Birth will be read from data files.

You should ensure information that might be needed is entered correctly before attempting to generate a TBAR file.

SELECT MANUAL EVENT STATUS only if

oyou wish to record an event that you have reported (or will report) to the ATO manually, using the ATO portal, or

oyou are recording an event that a service provider/agent has reported or will report on behalf of your Fund.

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Should you prefer to submit your TBAR report manually, there is a Template TBAR Report available in the Mclowd Template Documents ATO section.

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