LodgeiT

General - SPFR 20

• The LodgeiT Approach to Preparing Special Purpose Financial Reports (SPFR)
• SPFR: Advanced Financial Reports with Notes
• Managing Special Purpose Financial Statement (SPFR) Templates
• Modify Financial Reports
• Financial Statements Production Overview

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Branding 1

• Branding Settings and Logo (Emails and Special Purpose Financial Statements-SPFR)

Signing 4

• Managing SPFR's Compilation Report
• Sign a compilation report
• Default Signatory (For Financial Report > Compilation)
• Special Purpose Financial Statements (SPFR) and E-Signature

Company 3

• Preparing Special Purpose Financial Reports (SPFR) for a Company
• Demonstrating Producing Company SPFR via QBO
• Accounting Versus Taxable Capital Gain

Individual 4

• Preparing Special Purpose Financial Reports (SPFR) for Sole Trader
• ATO Liability
• Share of Franking credits from managed funds
• Estimate: Includes complementary tax for special professional averaging

Trust 4

• Preparing Special Purpose Financial Reports (SPFR) for a Trust
• Working with Trusts
• How to distribute/allocate profit to beneficiary in Trust SPFR
• Video of the Trust SPFR Generation Process

Partnership 2

• Preparing Special Purpose Financial Reports (SPFR) for a Partnership
• How to distribute "Partners Profit Distribution Summary" in Partnership SPFR

Superfund 3

• Preparing Special Purpose Financial Reports (SPFR) for Superannuation Fund (SMSF)
• How to distribute "Members Profit Distribution Summary" in Superannuation Fund (SMSF) SPFR
• Franking Credit as Refundable