The SMSF Year-end Content Pack simplifies and streamlines workflow to cut out admin, power productivity, and guarantee compliance.

By combining automation with real time guidance, checklists, worksheets and procedures, we’ve transformed the way practices complete year-end accounting.

Smsf Screen
Complete year-end coverage

From company tax returns to annual accounts, the SMSF Year-end Content Pack helps accountants work smarter, faster and stay on top of workflow.

Exacting standards

Use the latest SMSF methodology, complete with up-to-date standards, guidance, programmes, checklists, worksheets and procedures, to streamline your engagements, increase profitability and standardise compliance.

Work faster

Dynamically generate expense reports, balance sheets and more to speed through year-end workpapers. Drag and drop and link all supporting documents. Time saving roll forward for future years.

Total control

Assign work to individual accountants or teams, set reminders for deadlines, and track work by progress completion. Date and user time stamps show when work is done. Managers and partners can easily review and sign-off jobs.

Key features

SMSF

Workpapers are dynamically built, complete with useful programmes and checklists.

SMSF

Answer questions at the start of the job to define work to be completed.

SMSF

API and CSV import of trial balance to dynamically build your job file.

SMSF

Automatically import reports available within SMSF Administration packages to use in file.

SMSF

Job status reporting, filter by team and deadlines.

SMSF

Working Paper Index builds from import of a trial balance and the Customiser questions.

Workpapers
SMSF

Workpapers are dynamically built, complete with useful programmes and checklists.

Customiser
SMSF

Answer questions at the start of the job to define work to be completed.

Trial Balance Data Import Options
SMSF

API and CSV import of trial balance to dynamically build your job file.

Report Pack
SMSF

Automatically import reports available within SMSF Administration packages to use in file.

Workflow Manager
SMSF

Job status reporting, filter by team and deadlines.

Working Paper Index
SMSF

Working Paper Index builds from import of a trial balance and the Customiser questions.