Add your superannuation fund.

Be sure to add relevant details via Settings to avoid having to deal with errors in the form.

Settings > General

Settings > Contact Details

Settings > Tax

If you are using the BGL or Mclowd import functions please click here. You do not need to read further.

Use the Add Client button to add your fund members.

Add the SMSFAR Form

Select the Year (Note that the 2017 Form has a different, more modular design ).

"Lodgement Date" is automatic date from ATO, but you can also manage to change it if necessary.

Once you've worked in the form, you may need to turn-on certain reporting sections. You can do so via -

Activate the relevant sections that you need to work on -

Values in the Income Section of the form populate automatically from the respective income detail sections. The same logic applies in other form sectors. (See Interest an example below)

Other related Articles:

SMSFAR : Clearing Errors and Validating Form

Methods for creating SMSF accounts

How to Modify Due Date

Form Workflow Sequence and E-signature