The Help Centre
Promoted articles
- How to generate an Upload Code to use in the Excel Loaders
- Transition Services
- Recommended Next Steps
- Class Workpapers powered by Cloudoffis
- Tax Lodgment Console
- Steps to Use the Class API
- Automatch
- Resetting Multi-Factor Authentication
- Initiate Rollover In (via SuperStream)
- Feed Console Statuses
- Data Feeds - Overview
- Introduction to Data Feeds
- Data Feed Status
- Rollovers & Release Authorities Console
- Initiate Rollover Out (via SuperStream)
- Overview of Depreciation
- Processing a Fund
- Reports Overview
- Introducing Class Trust
- Electronic Service Address (ESA) smsfdataflow is valid for SuperStream
- Period Update error and warning messages: Summary
- How to complete pension reviews at the Business Level
- Pension Establishment: Summary of knowledge articles
- Actuarial Certificate: Summary of articles
- Fund Transition: summary of knowledge articles
- Tax Statement Template 2022 - mFunds
- Tax Statement Template 2022 - Managed Funds
- Tax Statement Template 2022 - ASX Listed Securities
- Tax Statement Processing 2021 - Stapled Securities
- Tax Statement Template 2021 - mFunds
- Tax Statement Template 2021 - Managed Funds
- Tax Statement Template 2021 - ASX Listed Securities
- Tax Statement Processing: summary of knowledge articles
- Exception Report: Error messages
- Exception Report error: One or more holdings in this fund have balance reconciliation errors
- Annual Return Lodgment: Summary of knowledge articles
- Period Update error: Wind up fund
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