Note: The digital signature feature is only available to users who are participating in the Beta Testing. The digital signature feature beta testing is closed to new users.
Any Class or external documents can be sent for clients to digitally sign via Class digital signature solution. The following Class reports are pre-tagged with the Signing and Date-Signed fields. Some reports are a work in progress for pre-tagging, and will be released in a later phase - you may still send these documents, however, you will need to manually tag the fields.
Released
- Annual Pension Review Statement
- Annual Return - SMSF
- Annual Trustee Minutes/Resolutions
- Asset Strategy Minute/Resolution
- Audit Engagement Letter
- Audit Representation Letter
- Centrelink / DVA Schedule
- Compilation Report - SMSF
- Compilation Report - Trust
- Electronic Lodgment Declaration - SMSF Annual Return
- Financial Statement Trustee Minute/Resolution
- General Minute / Letter
- Investment Transaction Confirmation Minute/Resolution
- Lump Sum Payment Reports
- Member Statement (with show Signing Page selected)
- PAYG Payment Summary - Superannuation income stream
- Pension Commencement Reports
- Pension Commutation Reports
- Request to Adjust Concessional Contributions
- s290-170 - Acceptance Minute/Resolution
- s290-170 - Notice of Intent to Claim
- TBAR Declaration
- TRIS Conversion Reports
- Trustee Declaration Report - SMSF
- Trustee Declaration Report - Trust
Upcoming
- Custom Word Template