Search the client in the upper left section.
Select "Add Form", and click SMSFAR Tax Return
Select Tax Year, and click "Create and Prefill" button.
Activate the relevant section, learn more activate financial picture
Don't forget to press "Complete" in order to proceed with the tax form
Importing Mclowd Tax Data Extract
In the top left, click three dots, and select "Import"
Choose "Mclowd"
Select your File and click "Import".
Once imported, review the details.
Related Article