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.

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