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Mclowd User Guide for SMSF Trustees

If you are registered with the ATO as authorised to lodge reports on behalf of your Superannuation Fund, you should be able to log in to the ATO Business Portal and upload the TBAR file to complete lodgement.

You may be able to access the portal directly through the MyGov website, or you may need to log in via the ATO Business Portal (https://bp.ato.gov.au/).

BusinessPortalLogin

Once logged in to the portal, you should see a menu on the left of the screen:

TBARFileLodge_Menu

 

NOTE_small

To file a TBAR report manually, you would choose the Online Forms option.
lib:\\ATOMenu_OnlineFormsOption.bmp
 
To lodge by uploading a Mclowd-generated TBAR file, you should choose Lodge File, under the File Transfer heading.

The Lodge File screen is displayed.  Click the 'What Reports can I lodge here?' link to view a list of reports you are authorised to lodge using this facility.

ATOLodgeFile_selectfile

Check the box to declare the information true and correct and that you are authorised to lodge.

tbar_lodgefile_emailandconfirm

 

 

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