Issue
Why is the amendment indicator not shown in Annual Return?
Cause
The date of the Annual Return as per Based on Tax Finalisation is not the latest Annual Return generated.
Resolution
To resolve this issue you need to review the Based on Tax Finalisation date and then amend the Annual Return>
Review the Based on Tax Finalisation date
Navigate to the Fund level > Periodic Processing > Browse Tax Lodgments
- Click on the relevant Financial year
- From the Tax Lodgment For Financial Year 20XX screen, the Based on Tax Finalisation is under the three buttons
Amend the Annual Return
Navigate to the Fund level > Periodic Processing > Browse Tax Lodgments
- Click on relevant Financial Year
- Click on Amend Return
- From the pop-up screen, click on Latest Tax Finalisation
Refer to FAQ - How do I amend SMSF Annual Return in Class? for detailed steps to amend a return.