Any Class or external documents can be sent for clients to electronically sign via Class electronic signature solution. The following Class reports are pre-tagged with the Signing and Date-Signed fields to deliver additional time savings. Some reports are a work in progress for pre-tagging, and will be released in later phases - you may still send these documents for e-signature, however, you will need to manually tag the fields.
Released / Pre-tagged
- Activity Statement
- 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
- Custom Word Template
- 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