Issue 

Transfer Balance Account Report (TBAR) History Tab should only be applicable for Entity Type SMSF when using Excel Fund Loader

Background

As the Transfer Balance Account Report (TBAR) is only applicable to Self-managed Superannuation Fund while using Excel Fund Loader, it will only be visible when the Legal Type selected is "SMSF".

Resolution

Navigate to Business > Excel Fund Loader > Download Excel Fund Loader by selecting appropriate Brand

1. Click on the Fund Tab
2. At row 9 Legal Type, use the drop-down and select Non-SMSF entity e.g Company
3. Once the entity type is a Non-SMSF entity the TBAR History Tab from the Excel Fund Loader will no longer be available as it is only applicable to the Entity Type "SMSF".