This article will take you through the Prior Year OS tab of the Excel Fund Loader. This tab is where you enter the Prior Year amounts for most of the income and expenses for the entity which will appear in the Operating Statement report for comparative purposes.

This tab is only applicable for SMSF and Trust. Changing the legal type on this loader will remove any tabs that are not necessary.

1. Enter any Income - Investment Gains amounts in this section
2. Enter any Income - Investment Income amounts in this section
3. Enter any Income - Other Income amounts in this section
   
   
4. Enter any Other Expense amounts in this section
   
   
5. Enter any Income Tax amounts in this section
   
   

 Any numbers entered into this tab will not flow through to next year's financials. It is for comparative purposes only.