Back to accountant workbenchSMSF accounting module

Compliance Console

Annual return, tax statements, TBAR and audit handoff gates.

ModuleCompliance41 ready
Prepare returnRelease audit pack
1

Source data

Ready

Authorities, balances, feeds, source documents and imported records are checked before processing.

Annual return
  • Load prepare return
  • Load release audit pack
2

Processing

Ready

Transactions, documents, workpapers and member events are cleared through the practice queue.

Tax statements
  • Process prepare return
  • Process release audit pack
3

Output

Ready

Tax, TBAR, reports and audit handoff outputs are prepared only after exception gates pass.

Audit handoff
  • Prepare prepare return
  • Prepare release audit pack
Module queue

Compliance operating work

ItemOwnerStatusNext action
Prepare returnAccounting teamReadyPrepare return and keep the audit handoff trail complete.
Release audit packAccounting teamReadyRelease audit pack and keep the audit handoff trail complete.