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Mclowd User Guide for SMSF Trustees

 

The complete Tax Return form should now be pre-filled with the correct values imported from Mclowd.

Scroll through the various sections to check and verify that the data appears as you expected.

You can click the LodgeIT_Sections_icon icon at top right of the screen to add sections or to remove blank sections.

Click the headings on the Sections menu to navigate through the sections and check content, or use the Next > and < Previous links at the bottom of the screen,

 

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When you are confident all fields are correctly filled, click Validate to have LodgeITâ„¢ perform automated error-checking.

Any errors LodgeITâ„¢ identifies will be noted at the top of the form.

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Resolve these issues, then Validate again.

 

When Validate shows no issues, click the Printer icon LodgeIT_Printer_iconat top right to print or create a PDF of the Return for your Auditor to approve prior to lodgement, and for your own files.

Click Complete to save the form. The form can be saved as a draft pending your Auditor's approval or if you think amendments might be needed.

 

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You can also save the form as a draft for amendment and lodgement later, or pending your Auditor's approval.

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