Transfer Balance Account Reporting (TBAR): summary of knowledge base articles

This article provides links to knowledge articles related to TBAR.

Issue	Knowledge article
FAQs for TBAR	FAQs - Transfer Balance Account Reporting (TBAR)
Add a TBAR event from an external fund	How to add a TBAR event from an external fund in Class
TBAR Declaration	TBAR Declaration
View TBAR records for suspended funds	How to view TBAR records for suspended funds?
Converting a TRIS to Retirement Phase	Converting a TRIS to Retirement Phase in Class
Change the Contact Person's information on TBAR file	How to change the Contact Person's information on TBAR file
TBAR reporting for 30 June 2017 take-on funds	TBAR reporting for 30 June 2017 take-on funds
User Access to lodge tax returns and to generate TBAR in Class	How to set up User Access to lodge tax returns and to generate TBAR in Class
Transfer Balance Cap Reporting - Retirement Phase Income Streams	Transfer Balance Cap Reporting (for Retirement Phase Income Streams)
How to change the Contact Person's information	How to change the Contact Person's information on TBAR file
How to view the Pension Account Identifier	How do I view the Pension Account Identifier?
I am unable to delete a modified event	Unable to delete a modified event

Refer to our User Guide for more information on TBAR

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