Annual Accounts (SMSF) icon

Annual Accounts (SMSF)


Download your free Annual Accounts (SMSF) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Annual Accounts (SMSF)' templateAnnual Accounts (SMSF)Ready to start2 AutomatorsReview, update and send the initial client task belowCompletedCLIENT TASKSProvide the following details for this year's annual accounts (SMSF)3 AutomatorsUpload your year-end bank and credit card statementsCompletedUpload your year-end loan statementsCompletedUpload your dividend statementsCompletedProvide the share valuesCompletedUpload the Property Valuation ReportReady To StartDue Today

This template will help you prepare, process, review and lodge your clients' SMSF annual financial statements and tax oligations.

The Automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of tasks within the work.

The template is set to kick-off, complete, advise and confirm with the client within four weeks.