This article documents the available merge fields in Class that can be used in Custom Reports.
- Overview
- Using Merge Fields
- DocuSign Specific Merge Fields
- Fund & Contact Merge Fields
- Member Related Merge Fields
Overview
The merge fields documented in this article can be used to populate Custom Reports based on existing data in Class.
Docusign specific merge fields are compatible when using Docusign through Class. These merge fields will auto tag key contacts that need to sign reports.
Using Merge Fields
Member & pension related merge fields contain the use of repeating data. You can refer to the user guide article here for further instructions on how to use these as well as access sample templates using merge fields.
If you are using headers / footers in your Word document and wish to add merge fields to the header / footer, you will need to use << >> around the merge fields e.g. [FundName] would become <<[FundName]>>
To use a merge field, copy the information in the Field Name column including the parenthesis and ensure you paste the text only so that the formatting appears correct when you generate the Report.
Refer to Custom Reports for instructions on how to upload a Customer Report in Class.
DocuSign Specific Merge Fields
Pre-requisite for auto tagging of contacts and date signed when signing via Class' Docusign integration are contacts must be set up, related with an entity and the e-mail address recorded in Class.
The Signature Block and Date Signed can be used together for different signing contacts or independently.
| Field Name | Explanation | Example | |
|---|---|---|---|
| [AccountantSignatureBlock] | Displays an area for the Accountant to sign the report |
…………………………………
|
|
| [AccountantDateSigned] | Displays the Date signed when using DocuSign in Class for the role of Accountant |
dd/mmm/yyyy …………………………………
|
|
| [AuditorSignatureBlock] | Displays the Auditor name formatted as a signature block |
…………………………………
|
|
| [AuditorDateSigned] | Displays the Date signed when using DocuSign in Class for the role of Auditor |
dd/mmm/yyyy …………………………………
|
|
| [ChairpersonSignatureBlock] | Signature of the Chairperson for the fund |
…………………………………
|
|
| [ChairpersonDateSigned] | Displays the Date signed when using DocuSign in Class for the role of Chairperson |
dd/mmm/yyyy …………………………………
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|
| [TaxAgentSignatureBlock] | Displays the Tax Agents name formatted as a signature block |
…………………………………
|
|
| [TaxAgentDateSigned] | Displays the Date signed when using DocuSign in Class for the role of Tax Agent |
dd/mmm/yyyy …………………………………
|
|
| [TrusteesSignatureBlock] | This will display an area for all the Trustees to sign the report |
…………………………………
…………………………………
|
|
| [TrusteesSignatureBlockWithDateSigned] | Displays the Trustees Names formatted as a signature block and Date signed when using DocuSign in Class for the role of Trustees |
Mr Tito Sotto
…………………………
………………………… |
dd/mmm/yyyy ……………………
dd/mmm/yyyy …………………… Date Signed
dd/mmm/yyyy ……………………
|
Fund & Contact Merge Fields
| Field Name | Explanation | Example |
|---|---|---|
| [FundName] | Name of the fund or portfolio | The Best Family Super Fund |
| [FundCode] | Code of the fund or portfolio | BESTFSF |
| [FundAbn] | The ABN of the fund or portfolio | 12 345 678 910 |
| [FundPostalAddress] | Postal address of the fund or portfolio |
PO Box A347, Sydney South, NSW 1235 |
| [FundPostalAddressBlock] | Postal address of the fund or portfolio |
PO Box A347 Sydney South NSW 1235 |
| [FundResidentialAddress] | Residential address of the fund or portfolio |
Level 3, 228 Pitt Street, Sydney, NSW, 2000 |
| [FundResidentialAddressBlock] | Residential address of the fund or portfolio |
Level 3 228 Pitt Street Sydney NSW 2000 |
| [FundTfn] | The TFN of the fund or portfolio | 123 456 789 |
| [LatestDeedDate] | The latest deed date of the fund | 01 January 2000 |
| [MeetingAddress] | The meeting address that you have put in the report |
Level 3, 228 Pitt Street, Sydney, NSW, 2000 |
| [SupervisoryLevy] | Amount of the supervisory level for the current year of the fund | $259.00 |
| [TaxPayable] | Amount of tax payable / (receivable) for the current year of the fund | $123,456.78 |
| [AccountantAddressBlock] | Displays the address of the accountant in a block for mailing to |
Level 3 228 Pitt Street Sydney NSW 2000 |
| [AccountantName] | Displays the full name of the Accountant for the fund or Portfolio | Dave Minion |
| [AccountantPostalAddressBlock] | Postal address of the Accountant of the fund or Portfolio |
PO Box A347 Sydney South NSW 1235 |
| [AccountantSignatureBlock] | Displays an area for the Accountant to sign the report |
………………………………… Dave Minion Accountant |
| [AdviserName] | Displays the full name of the Adviser for the fund or Portfolio | Simon Bhakker |
| [AdviserPostalAddressBlock] | Postal address of the Adviser of the fund or Portfolio |
PO Box A347 Sydney South NSW 1235 |
| [AuditFirm] | Displays the Auditing Firm of the fund | That One Audit Firm |
| [AuditFirmPostalAddress] | Postal address of the Auditing Firm of the fund | PO Box A347, Sydney South, NSW 1235 |
| [AuditProfessionalBody] | Displays the Audit Professional Body of the Auditor of the fund | ICAA |
| [Auditor] | Displays the Auditor of the fund | Conrad Oregano |
| [AuditorPostalAddress] | Postal address of the Auditor of the fund | PO Box A347, Sydney South, NSW 1235 |
| [AuditorPostalAddressBlock] | Postal address of the Auditor of the fund |
PO Box A347 Sydney South NSW 1235 |
| [AuditorProfessionalRegistrationNumber] | Displays the Auditor Professional Body Membership Number of the Auditor of the fund | 123456789 |
| [SMSFAuditorNumber] | Displays the SMSF Auditor Number of the Auditor of the fund | 123456789 |
| [AuditorSignatureBlock] | Displays an area for the Auditor to sign the report |
………………………………… Dave Minion Auditor |
| [ChairpersonCompleteName] | This is the first, middle and last name of the Chairperson | |
| [ChairpersonFirstName] | The first name of the chairperson for the fund | Tito |
| [ChairpersonName] | The whole name (first and last name) of the Chairperson of the fund | Tito Sotto |
| [ChairpersonPreferredName] | Preferred name of the Chairperson | |
| [ChairpersonPostalAddressBlock] | The Chairpersons address for the fund |
Level 3 228 Pitt Street Sydney NSW 2000 |
| [ChairpersonSignatureBlock] |
Signature of the Chairperson for the fund (Signature auto-tags for DocuSign) |
…………………………………
|
| [TaxAgent] | Displays the tax agents full name for the fund | Leroy Brown |
| [TaxAgentPostalAddressBlock] | Displays the tax agent postal address (e.g. for "mail to" address in a letter) |
Level 3 228 Pitt Street Sydney NSW 2000 |
| [TaxAgentSignatureBlock] | Displays the Tax Agents name formatted as a signature block |
………………………………… Leroy Brown Tax Agent |
| [TrusteeACN] | The ACN of the Trustee for the Fund or Portfolio | 123 456 789 |
| [TrusteeName] | Name of the Trustee for the Fund or Portfolio | Test This Again Pty Ltd |
| [TrusteePersonList] | This displays a list |
Tito Sotto Tita Sotto Tang Sotto |
| [TrusteesSignatureBlock] | This will display an area for all the Trustees to sign the report |
…………………………………
………………………………… |
| [TrusteesOrDirectorsCompleteNames] | First, middle and last name of each trustee or director | Tito, Pedro, Sotto |
| [TrusteesOrDirectorsFirstNames] | Displays the first names of any Trustees or Directors on the report | Tito Tita Tang |
| [TrusteesOrDirectorsFullNames] | Displays the full names of the Trustees or Directors of the Fund or Portfolio | Tito Sotto, Tita Sotto, Tang Sotto |
| [CurrentDate] | Display today's date | 15 August 2016 |
| [FinancialYear] | The year of the period end (e.g. 2016) | 2016 |
| [DateOfLetter] | Displays the Date of Letter you have entered | 15 August 2016 |
| [EndDate] | Displays the End Date you have entered | 30 June 2016 |
| [StartDate] | Display the Start Date you have entered | 1 July 2015 |
| [TaxableIncomeLoss] | Amount of taxable income or loss for the current year of the fund | 27,900.00 |
| [GrossTax] | Gross tax calculated based on taxable income | 2,175.00 |
| [PAYGInstalments] | PAYG (Pay As You Go) instalments paid for the current period | 3,000.00 |
| [FrankingCredits] | Total franking credits for the current period | 100.00 |
| [ForeignTaxCredits] | Total credits for foreign tax paid | 100.00 |
| [TotalTaxCredits] | Sum of franking credits and foreign tax credit | 200.00 |
| [NextFinancialYear] | The next financial year of the period end | 2026 |
Member Related Merge Fields
Member and Pension Account-level merge fields involve the use of repeating data. Please refer here on how to use these merge fields.
Fund Level Fields
| Field Name | Explanation | Example |
|---|---|---|
| [MemberCount] | Member counts of the fund | 1 |
| [TotalContributions] | Total Contributions | 35,400.00 |
| [TotalEmployerContributions] | Total Employer Contributions | 3,000.00 |
| [TotalPersonalConcContributions] | Total Personal Concessional Contributions | 10,900.00 |
| [TotalConcContributions] | Total Concessional Contributions | 13,900.00 |
| [TotalNonConcContributions] | Total Non-Concessional Contributions | 20,900.00 |
| [TotalOtherContributions] | Total other contributions | 600.00 |
| [TotalPensionDrawdowns] | Total pension drawdowns | 6,000.00 |
| [TotalSelectedPension] | Total selected pension | 890.00 |
| [TotalPensionMinimum] | Total pension minimum for the current period | 890.00 |
| [TotalPensionMaximum] | Total pension maximum for the current period | 0.00 |
| [TotalRemainingPensionMinimumCurrentPeriod] | Total remaining minimum amount for the current period | 6,000.00 |
Member Level Fields
| Field Name | Explanation | Example |
|---|---|---|
| [MemberNumber] | Member number in the fund | 1 |
| [MemberAge] | Age of the member | 74 |
| [MemberTitle] | Title of the member | Mr, Mrs |
| [MemberContributions] | Contribution for the year | 35,400.00 |
| [MemberEmployerContributions] | Employer contributions | 3,000.00 |
|
[MemberPersonalConc Contributions] |
Personal concessional contributions | 10,900.00 |
| [MemberConcContributions] | Concessional contributions | 13,900.00 |
| [MemberNonConcContributions] | Non-concessional contributions | 20,900.00 |
| [MemberOtherContributions] | Other types of contributions | 600.00 |
|
[MemberConcContributionCap CurrentPeriod] |
Concessional contribution cap for the current period | 30,000.00 |
|
[MemberNonConcContribution CapCurrentPeriod] |
Non-concessional contribution cap for the current period | 120,000.00 |
|
[MemberConcContribution Available] |
Remaining concessional contributions available | 148,600.00 |
|
[MemberNonConcContribution Available] |
Remaining non-concessional contributions available | 99,100.00 |
|
[MemberConcCummulative UnusedCapCurrentPeriod] |
Cumulative unused concessional cap carried into the current period | 132,500.00 |
|
[MemberConcContributionTotal CapCurrentPeriod] |
Total concessional contribution cap including carry-forward amounts | 162,500.00 |
|
[MemberPensionDrawdowns CurrentPeriod] |
Pension drawdowns made in the current period | 6,000.00 |
|
[MemberSelectedPension CurrentPeriod] |
Pension amount selected in the current period | 890.00 |
|
[MemberPensionMinimum CurrentPeriod] |
Minimum pension amount required for the current period | 890.00 |
|
[MemberPensionMaximum CurrentPeriod] |
Maximum pension amount allowed for the current period | 890.00 |
|
[MemberRemainingPension MinimumCurrentPeriod] |
Remaining minimum amount for the current period | 890.00 |
|
[MemberPensionDrawdowns NextPeriod] |
Pension drawdowns for the next period | 10.00 |
|
[MemberSelectedPension NextPeriod] |
Pension amount selected for next period | 720.00 |
|
[MemberPensionMinimum NextPeriod] |
Minimum pension amount required for the next period | 720.00 |
|
[MemberPensionMaximum NextPeriod] |
Maximum pension amount allowed for the next period | 0.00 |
|
[MemberRemainingPension MinimumNextPeriod] |
Remaining minimum amount for the the next period | 710.00 |
Pension Account Level Fields
| Field Name | Explanation | Example |
|---|---|---|
| [AccountName] | Name of the Pension account | Pension account 1 |
| [OpeningPensionBalanceCurrentPeriod] | Opening pension balance for the current period | 17,700.00 |
| [PensionDrawdownsCurrentPeriod] | Pension drawdowns made in the current period | 6,000.00 |
| [SelectedPensionCurrentPeriod] | Pension amount selected in the current period | 890.00 |
| [PensionMinimumCurrentPeriod] | Minimum pension amount required for the current period | 890.00 |
| [PensionMaximumCurrentPeriod] | Maximum pension amount allowed for the current period | 0.00 |
| [TaxFreePercentage] | Tax Free % for the pension account | 61.86% |
| [RemainingPensionMinimumCurrentPeriod] | Remaining minimum amount for the current period | 11,944.93 |
| [OpeningPensionBalanceNextPeriod] | Opening pension balance for the next period | 0.00 |
| [PensionDrawdownsNextPeriod] | Pension drawdowns for the next period | 10.00 |
| [SelectedPensionNextPeriod] | Pension amount selected for next period | 720.00 |
| [PensionMinimumNextPeriod] | Minimum pension amount required for the next period | 720.00 |
| [PensionMaximumNextPeriod] | Maximum pension amount allowed for the next period | 0.00 |
| [RemainingPensionMinimumNextPeriod] | Remaining minimum amount for the the next period | 710.00 |
What's Next?
Find out how to add member and pension related merge fields.