This article documents the list of available System Tags in the Document Management System (DMS)

A Custom Tag cannot be created if it already exists as a System Tag

• Activity Statement Preparation
• Actuarial Certificate
• Addition of Director
• Amended
• Annual Company Statement
• Annual Pension Review Statement
• Annual Return
• Annual Return - SMSF
• Annual Return CGT Schedule - SMSF
• Annual Return Losses Schedule - SMSF
• Annual Trustee Minutes/Resolutions
• ASIC
• Asset Strategy Comparison
• Asset Strategy Minute/Resolution
• ATO
• ATO Direct Debit
• Attachment
• Audit
• Audit Engagement Letter
• Audit Planning Memo
• Audit Report - SAF
• Audit Report - SMSF
• Audit Representation Letter
• Audit Workpapers
• Authority Forms
• Automated Data Feed Authority Forms
• Bank
• Bank Account Movement Report
• Bare Trust Deed
• Binding – Lapsing
• Binding – Non-Lapsing
• Broker Report
• Business Event
• Buy
• Capital Allowance
• Capital Gains Relief Analysis
• Capital Gains Relief Application
• Cash Reconciliation
• Cash Statement
• Centrelink Schedule Data
• Certified Copy
• CGT Relief Application Minute
• Client Portal
• Client Video
• Collectibles
• Combined Report Index
• Company Constitution
• Compilation Report - SMSF
• Compliance
• Complying Notice
• Condition of Release Declaration
• Consent to Act
• Contracts
• Contribution Cap Report
• Contributions
• Cover Letter
• Cover Page
• Crypto Assets
• Death Benefit Nomination
• Deed of Retirement & Appointment
• Deed of Variation
• Depreciation Worksheet
• Derivative Risk Statement
• Derivatives
• Detailed Investment Transactions Report
• Director Removal
• Distribution Reconciliation
• Distribution Statement
• Dividend Reinvestment
• Dividend Statement
• Editable Report
• Electronic Lodgment Declaration
• Electronic Signature
• EPOA/LPOA
• Exit Statement
• Expense
• Family Law
• Financial Statement Trustee Minute/Resolution
• Financial Statements
• Fixed Interest Securities
• Foreign Asset Worksheet
• Foreign Bank Account Movements Report
• Foreign Cash Reconciliation
• Foreign Income and Expenses Worksheet
• Foreign Property
• Foreign Tax Election
• Forex
• Fund Details Report
• Fund Expense
• Fund Income
• Fund Transfer Data
• FY2011
• FY2012
• FY2013
• FY2014
• FY2015
• FY2016
• FY2017
• FY2018
• FY2019
• FY2020
• FY2021
• FY2022
• FY2023
• FY2024
• FY2025
• FY2026
• FY2027
• FY2028
• FY2029
• FY2030
• General Ledger Account Movement Report
• General Ledger Audit Trail Report
• General Minute / Letter
• Income
• Investment Allocation
• Investment Income Comparison Report
• Investment Income Detailed Report
• Investment Income Summary Report
• Investment Insurance
• Investment Movement Summary Report
• Investment Performance
• Investment Portfolio Report
• Investment Revaluation Report
• Investment Strategy
• Investment Summary Report
• Investment Transaction Confirmation Minute/Resolution
• Landlord Content Insurance
• Lease Agreement
• Letters/Minutes
• Listed
• Listed Foreign Investment
• Loan Agreement
• Loan Confirmation
• LRBA
• Lump Sum Reports
• Managed Fund Tax Statement
• Market Price Audit Report
• Member Application
• Member Details
• Member Expense
• Member Income
• Member Insurance
• Member Removal
• Member Statement
• Member Summary Report
• Member Transaction Detail Report
• mFund Tax Statement
• Minutes
• Non-Binding
• Notes to the Financial Statements
• Off-Market Transfer
• Operating Statement (Profit and Loss) Report
• Other
• PAYG Payment Summary - Income Stream
• PAYG Payment Summary - Superannuation Lump Sum
• Pension Commencement Reports
• Pension Commutation Reports
• Pension Limit Report
• Pensions
• Permanent File
• POA/LPR
• Post-1999 unit trust docs
• Pre-11 August 1999 unit trust docs
• Property
• QROPS Confirmation
• Rates Notice
• Realised Capital Gains Report
• Redemption Confirmation
• Registry Balance History
• Registry Payment History
• Registry Tax History
• Registry Transactions History
• Rental Income & Expense Statement
• Rental Property Schedule
• Request to Adjust Concessional Contributions
• Reversionary Pension Commencement
• Rollover Benefit Statement
• Rollover Report
• s290-170 - Acceptance Minute/Resolution
• s290-170 - Acknowledgement Letter
• s290-170 - Notice of Intent to Claim
• Sell
• Service Agreement
• Signed Docs
• Solvency Resolution
• Stapled Security Tax Statement
• State Revenue Land Tax
• Statement of Financial Position
• Statement of Taxable Income Report
• SuperStream
• SuperStream ESA Notification
• Tax Accounting Reconciliation
• Tax Statement
• Tax Summary
• Term Deposit
• Title Certificate
• Trial Balance
• TRIS Conversion
• Trust Deed
• Trust Income Schedule Reconciliation Report
• Trustee Declaration
• Trustee Declaration Report
• Trustee/Fund Changes
• Unlisted
• Unlisted Financial Statements & Tax Return
• Unlisted Foreign Investment
• Unlisted Holding Confirmation
• Unlisted Unit Certificate
• Unlisted Unit Register
• Unrealised Capital Gains Report
• Valuation
• Wet Signature
• Wrap Accounts