This article includes:
Key Learning Modules
The Key learning Modules for Understanding Contacts & Busines Set Up and what the modules cover are listed in the below table:
|What this Module Covers
|How to set-up your tax agent for SBR lodgment using CAA
Key Learning Articles
Links to recommended articles for this section
|What's in this article
|This article guides you through the different menu items of the Business Settings including setting up Business Defaults
This article includes details on:
This article shows you how to set up White Labels, which are used to add your practice's branding including logos and colour schemes which appear on certain reports as well as in Client View.
|This article provides information on how to configure the settings for your practice's brand(s).
|Income and Expense Type Settings
|This article shows you how you can set up your own tailored income and expense accounts which you can then use for all entities in your business. It is recommended to only create new income or expense in limited circumstances.
|Setting up SBR Lodgment for Tax Agent
|This article will guide you through the process of configuring the setting for an existing Tax Agent contact person for the purposes of setting up SBR.
|This article will guide you through how you can set up contacts and ensure they flow through to the funds. Contacts include Tax Agents, Auditors and Advisers.
|The article shows you how to set up and manage users in Class. This functionality is only available to Access Controllers in Class.
|How to update the accountant business address in the Compilation Report
|This article shows you have to set the accountants business address in the Compilation report
- Best Practices: Learn More about Best Practice by reviewing the Best Practice Processing article.
- Webinar: Take a look at Setting up Multi-Factor Authentication (MFA)
- Guided Walkthroughs: We have guided walkthroughs to help you set up your business. Click on the ? icon and select Guided Walkthroughs > Onboarding to get started.
Check out the next step 3 - Getting Started with Transitions to learn about all the options for transitioning entities into Class.