To add a TBAR event, click the TBAR tab and select ADD TBAR EVENT from the TBAR button menu.
Before you can add a TBAR event, you must set up and assign at least one Intermediary to complete and lodge the report. Refer to Add an Intermediary
Mclowd™ displays the Transfer Balance Account Reporting Add TBAR Event screen:
Additional fields may appear on the form depending on the selections and entries made in the above fields.
When all fields are correctly filled, click SAVE DETAILS.
It is important to ensure data provided in a lodged TBAR is correct.
SMSF Trustees may need professional help to understand the terminologies used and to correctly calculate amounts to declare when lodging a TBAR.
