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Mclowd User Guide for SMSF Trustees

Navigation: Ending a Financial Period

Lodging the Fund Tax Return

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Users of Mclowd™ Mclowd Free Forever Version will want to now either print a full set of End of Year Financial Reports (optionally to PDF files for emailing) and send these to the Fund accountant, OR give the Fund accountant access to your Mclowd™ account. (Refer to ----.

 

You can find an accountant by browsing the Accountant category or lodging a Request in the Mclowd™ Marketplace.

 

Alternately, consider a low-cost, high-value upgrade of your Mclowd™ subscription.

Through its partnership with LodgeIT, ™ offers a fully automated Tax Return Lodgement service. This service is available to users of  Mclowd Pro Version and Mclowd Premium Version.

Mclowd™ also offers Mclowd Pro Version and Mclowd Premium Version users access to a range of Template documents that Trustees can use to ensure they comply with legal requirements and to ensure they work efficiently with the Fund auditor when required.
 
To access these benefits, log in to your account and click UPGRADE at top right (near the Settings Menu link) to upgrade to Mclowd Pro Version.

The sections titled "Downloading the Tax Extract" and "Lodging with LodgeIT" are not relevant for users of  the Mclowd Free Forever Version

Users of Mclowd™ Mclowd Pro Version and Mclowd Premium Version can continue through the remainder of this section to learn how to use the automated lodgement service.

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