The Help Centre

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• How to generate an Upload Code to use in the Excel Loaders
• Transition Services
• Recommended Next Steps
• April 2026
• VMR Electronic Document Upload – Manual via Interface
• SuperStream Error Messages
• Activating Class Virtual Mailroom
• Class System Status Page
• SMSF SuperStream Readiness Checklist
• Tax Lodgment Console
• VMR Electronic Document Upload – Through Dedicated Email
• Document Management System
• Automatch
• VMR Electronic Document Upload – Through Direct Feed
• API Reference
• Property Valuations
• Resetting Multi-Factor Authentication
• Feed Console Statuses
• Data Feeds - Overview
• Introduction to Data Feeds
• Rate Limiting
• Data Feed Status
• Introduction to Virtual Mailroom
• CGT, Losses, Rental & Trust Income Schedules - Trust Tax Return
• Lodge a Trust Tax Return
• Generate a Trust Tax Return
• Document Mapping and Automation Statuses in VMR
• Document Review and Validation in VMR
• Processing a Fund
• Reports Overview
• Class Workpapers powered by Cloudoffis
• List of Companies Delisted from ASX April 2026
• Class FAQs - April 2026
• Corporate Actions implemented in Class for the April 2026 Release
• Class FAQs - March 2026
• Corporate Actions implemented in Class for the March 2026 Release
• List of Companies Delisted from ASX February 2026
• Class FAQs - February 2026
• How to process the 1-for-5 consolidation of Amcor CDIs (ASX: AMC) on 13 January 2026
• Corporate Actions implemented in Class for the February 2026 Release
• List of Companies Delisted from ASX January 2026
• How to process the Capital Reallocation of Charter Hall Group (CHC) on 18 December 2025
• Class FAQs - January 2026
• Corporate Actions implemented in Class for the January 2026 Release
• List of Companies Delisted from ASX December 2025
• Corporate Actions implemented in Class for the December 2025 Release
• How to Process Income Splitting & Use FY25 Tax Statement Template for Garda Property Group - Fully Paid Ordinary/Units Stapled Securities (GDF)
• How to process the Capital Reallocation of Charter Hall Group (CHC) on 11 April 2025
• Class FAQs - Oct 2025
• Class FAQs - September 2025
• Corporate Actions implemented in Class for the September 2025 Release
• Class FAQs -Aug 2025
• Class FAQs - July 2025
• Difference between HITL and Workflow Status History in VMR Dashboard
• Distinction between Created Date and Classified Date on the VMR Dashboard.
• Reconciling Data in the VMR Dashboard: Documents Classified vs Human in the Loop (HITL)
• Class FAQs - June 2025
• How to process the in-specie distribution of Myer Holdings Limited (MYR) by Premier Investments Limited (PMV) on 6 February 2025
• How to process a Capital Return for the Consolidation of Tower Limited (TWR) on 20 March 2025
• Marking Files for Publishing Before Deletion in VMR
• How do I manually enter an entity name in Virtual Mail Room?
• Are the Custom Tags available in the VMR tags lookup automatically applied to classified documents?
• How do I rectify a document that has been incorrectly tagged and exported from VMR into Class DMS?
• Class FAQs- March 2025
• Class FAQs- February 2025
• Corporate Actions implemented in Class for the February 2025 Release
• Document Date Logic in Virtual Mail Room (VMR)
• File Name Logic in Virtual Mail Room (VMR)
• What is the difference between "Documents Classified" and "Human in the Loop" as shown on the VMR dashboard?
• How are the Class System Tags Mapped in the Virtual Mail Room Platform?
• What is the Difference Between VMR-Supported and Unsupported Document Models?
• How to Search for Different Document Types in VMR
• FAQ - Virtual Mail Room (VMR)
• Class FAQs - December 2024
• Class FAQs - November 2024
• Class FAQs - October 2024
• Class FAQs - September 2024
• Class FAQs - August 2024
• Class FAQs - July 2024
• Corporate Actions implemented in Class for the July 2024 Release
• Class FAQs -May 2024
• Class FAQs - April 2024
• Class FAQs - March 2024
• Class FAQs - February 2024
• Class FAQs - January 2024
• Class FAQs - June 2024
• Corporate Actions implemented in Class for the November 2023 Release
• Class FAQs - October 2023
• Corporate Actions implemented in Class for the October 2023 Release
• Corporate Actions implemented in Class for the September 2023 Release
• Corporate Actions implemented in Class for the August 2023 Release
• Corporate Actions implemented in Class for the July 2023 Release
• Request to delete Rollover event due to incorrect processing through SuperStream
• Corporate Actions implemented in Class for the February 2022 Release
• Period Update error and warning messages: Summary
• Annual Return Lodgment: Summary of knowledge articles
• Client View Investor App - Google Play Store
• Delisted investments
• LIC Deductions FY2025
• Trust Tax Return lodgment FAQs
• 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 Processing 2025 - Stapled Securities
• Tax Statement Template 2025 - Managed Funds
• Tax Statement Template 2025 - mFunds
• Tax Statement Template 2025 - ASX Listed Securities
• Tax Statement Processing 2024 - Stapled Securities
• Tax Statement Template 2024 - mFunds
• Tax Statement Template 2024 - Managed Funds
• Tax Statement Template 2024 - ASX Listed Securities
• Tax Statement Processing: summary of knowledge articles
• Tax Statement Template Release Schedule
• Depreciation Errors and Warnings Summary of Articles
• Set up guide for SMA data feeds
• Exception Report: Error messages
• Exception Report error: One or more holdings in this fund have balance reconciliation errors
• Period Update error: Wind up fund