Data categories and data fields
Client non-transaction data is organised into:
- Data Fields — to the specific data values that are required for the financial statements. These include fields such as the client name and address.
- Data Category — data fields are grouped using Data Categories. These categories allow quick and easy searching of the data field to be viewed or edited.
Fields marked with an asterisk (*) are linked to the MYOB AE/AO fields only if the practice non-transaction data preferences have been configured and the Associations feature in MYOB AE/AO is used. See Practice non-transaction data preferences for more information.
A 
Each data field is a certain data type. The data type controls the type of information that can be entered into the data field.
Club or society data fields (NZ)
| Data Field | Data Type | Notes |
|---|---|---|
| Client details | ||
| Client Name | Text |
|
| Reporting basis | List |
|
| Registered for GST? | Checkbox | |
| Directory | ||
| NZBN | Text | |
| IRD number | Text | |
| Nature of business | Text | |
| Formation date | Date | |
| Bankers | Text | |
| Solicitors | Text | |
| Business address - line 1 | Text | |
| Business address - line 2 | Text | |
| Business address - line 3 | Text | |
| Business address - suburb | Text | |
| Business address - postcode | Text | |
| Auditors names | Text | |
| Compilation Report | ||
| Firm Name | Text | Linked to name of the company on the Responsibility tab. |
Firm Address - Line 1 | Text | Linked to Address (Address field 1) of the office on the Responsibility tab. |
Firm Address - Line 2 | Text | Linked to Address (Address field 2) of the office on the Responsibility tab. |
Firm Address - Line 3 | Text | Linked to Address (Address field 3) of the office on the Responsibility tab. |
Firm Address - Suburb | Text | Linked to Address (Town field) of the office on the Responsibility tab. |
Firm Address - State | Text | Linked to Address (County field) of the office on the Responsibility tab. |
Firm Address - Post Code | Text | Linked to Address (Postcode field) of the office on the Responsibility tab. |
Firm Address - Country | Text | Linked to Address (Country field) of the office on the Responsibility tab. |
| Signed By | Text | Linked to latest Partner name on the Responsibility tab. |
| Signed Date | Date | |
| No. of Partners in Firm | Number | |
| Independence | Text | |
| Departure from framework | Text | |
| Accounting Policy - Depreciation Rates | ||
Asset Class | Text | |
| Depreciation Rates | Text | |
| Depreciation Method | Text | |
| Accounting Policy - livestock scheme | ||
| Livestock valuation scheme | Text | |
| Notes - Borrowings | ||
| Description | Text | |
| Interest Rate | Text | |
| Term of the loan | Text | |
| Security | Text | |
| Notes - Disclosures | ||
| Taxation Note - Tax Rate | Text | |
| Securities and guarantees | Checkbox | |
| Notes - related party | ||
| Name | Text | |
| Relationship | Text | |
| Type of Transaction | Text | |
| This Year | Number | |
| Last Year | Number | |
| Not-for-profit - Service performance outcomes and measures | ||
| Name of outcome or measure | Text | |
| This year | Number | |
| Last year | Number | |
Company data fields
| Data Field | Data Type | Notes |
|---|---|---|
| Client details | ||
| Client Name | Text |
|
(AU) ABN | Text | |
| (NZ) Reporting basis | List |
|
| (NZ) Look-through company? | Checkbox | |
| (NZ) Registered for GST? | Checkbox | |
| (AU) Business Address - Line 1 | Text | |
| (AU) Business Address - Line 2 | Text | |
| (AU) Business Address - Line 3 | Text | |
| (AU) Business Address - Suburb | Text | |
| (AU) Business Address - State | Text | |
| (AU) Business Address - Postcode | Text | |
| (AU) Business Address - Country | Text | |
| (NZ) Directory | ||
| NZBN | Text | |
| Company number | Text | |
| IRD number | Text | |
| Nature of business | Text | |
| Incorporated date | Date | |
| Issued capital | Text | |
| Bankers | Text | |
| Solicitors | Text | |
| Registered office address | List | |
| Registered office 1 | Text | |
| Registered office 2 | Text | |
| Registered office 3 | Text | |
| Business address - line 1 | Text | |
| Business address - line 2 | Text | |
| Business address - line 3 | Text | |
| Business address - suburb | Text | |
| Business address - postcode | Text | |
| Auditors names | Text | |
| Compilation Report | ||
| Firm Name | Text | Linked to name of the company on the Responsibility tab. |
Firm Address - Line 1 | Text | Linked to Address (Address field 1) of the office on the Responsibility tab. |
Firm Address - Line 2 | Text | Linked to Address (Address field 2) of the office on the Responsibility tab. |
Firm Address - Line 3 | Text | Linked to Address (Address field 3) of the office on the Responsibility tab. |
Firm Address - Suburb | Text | Linked to Address (Town field) of the office on the Responsibility tab. |
Firm Address - State | Text | Linked to Address (County field) of the office on the Responsibility tab. |
Firm Address - Post Code | Text | Linked to Address (Postcode field) of the office on the Responsibility tab. |
Firm Address - Country | Text | Linked to Address (Country field) of the office on the Responsibility tab. |
| Signed By | Text | Linked to latest Partner name on the Responsibility tab. |
| Signed Date | Date | |
| Number of Partners in Firm | Number | |
| (NZ) Independence | Text | |
| (NZ) Departure from framework | Text | |
| (NZ) Shareholders | ||
| Shareholder's Name | Text | |
| Class of Shares | Text | |
| Number of Shares | Number | |
| Include? | Checkbox | |
| (AU) Declaration | ||
| Signed Date | Date | |
| Directors | ||
| Director's Name | Text | Linked to name of the Director from the Associated tab*. |
| Director is Signatory | Checkbox | |
| (AU) Chairperson | Checkbox | |
| (AU) Present at Directors Meeting | Checkbox | |
| (AU) Apology Directors meeting | Checkbox | |
| (AU) Present at AGM | Checkbox | |
| (AU) Apology for AGM | Checkbox | |
| (AU) Elected AGM | Checkbox | |
| (NZ) Include? | Checkbox | |
| (NZ) Director Sign Date | Date | |
| (NZ) Remuneration | Number | |
| (NZ) Profit or loss statement | ||
| Print depreciation after 'net profit before depreciation' | Checkbox | Displays depreciation after Net profit before depreciation in the profit or loss statement and the 5-year trend report. |
| (NZ) Accounting Policy - Depreciation Rates | ||
Asset Class | Text | |
| Depreciation Rates | Text | |
| Depreciation Method | Text | |
| (NZ) Accounting Policy - livestock scheme | ||
| Livestock valuation scheme | Text | |
| (NZ) Notes - Borrowings | ||
| Description | Text | |
| Interest Rate | Text | |
| Term of the loan | Text | |
| Security | Text | |
| (NZ) Notes - Disclosures | ||
| Taxation Note - Tax Rate | Text | |
| ICA - opening balance | Number | |
| ICA - closing balance | Number | |
| Securities and guarantees | Checkbox | |
| (NZ) Notes - related party | ||
| Name | Text | |
| Relationship | Text | |
| Type of Transaction | Text | |
| This Year | Number | |
| Last Year | Number | |
| (NZ) Not-for-profit - Service performance outcomes and measures | ||
| Name of outcome or measure | Text | |
| This year | Number | |
| Last year | Number | |
| (NZ) Resolutions of directors | ||
| Date of directors meeting | Date | |
| Time of directors meeting | Text | |
| Select address for the directors meeting | List | |
| Other address | Text | |
| Date of dividend | Date | |
| (NZ) Resolutions of directors - guarantees | ||
| Guarantor | Text | |
| Guarantor's fee | Number | |
| (NZ) Minutes of shareholders AGM | ||
| Date of shareholders meeting | Date | |
| Time of shareholders meeting | Text | |
| Select address for the directors meeting | List | |
| Other address | Text | |
| (AU) Authorisation Date | ||
| Authorisation Date | Date | |
| (AU) Income Statement Options | ||
| Separate Appropriation Statement? | Checkbox | |
| Change 'Net Profit' description | Text | |
| Minutes of Meeting | ||
Date of Directors/Trustees meeting | Date | |
Time of Directors/Trustees meeting | Text | |
Select Address for Directors/Trustees meeting | List | |
Other address | Text | |
Date of AGM | Date | |
Time of AGM | Text | |
Select Address for AGM meeting | List | |
Other address - AGM | Text | |
Frank Account Rate | Number | |
Dividend Declared Date | Date | |
Remuneration Report | Checkbox | |
Individual data fields
| Data Field | Data Type | Notes |
|---|---|---|
| Client details | ||
| Client Name | Text |
|
(AU) ABN | Text | |
| (NZ) Registered for GST? | Checkbox | |
| (AU) Business Address - Line 1 | Text | |
| (AU) Business Address - Line 2 | Text | |
| (AU) Business Address - Line 3 | Text | |
| (AU) Business Address - Suburb | Text | |
| (AU) Business Address - State | Text | |
| (AU) Business Address - Postcode | Text | |
| (AU) Business Address - Country | Text | |
| (NZ) Directory | ||
| NZBN | Text | |
| IRD number | Text | |
| Nature of business | Text | |
| Formation date | Date | |
| Bankers | Text | |
| Solicitors | Text | |
| Business address - line 1 | Text | |
| Business address - line 2 | Text | |
| Business address - line 3 | Text | |
| Business address - suburb | Text | |
| Business address - postcode | Text | |
| Auditors names | Text | |
| Compilation Report | ||
| Firm Name | Text | Linked to name of the company on the Responsibility tab. |
Firm Address - Line 1 | Text | Linked to Address (Address field 1) of the office on the Responsibility tab. |
Firm Address - Line 2 | Text | Linked to Address (Address field 2) of the office on the Responsibility tab. |
Firm Address - Line 3 | Text | Linked to Address (Address field 3) of the office on the Responsibility tab. |
Firm Address - Suburb | Text | Linked to Address (Town field) of the office on the Responsibility tab. |
Firm Address - State | Text | Linked to Address (County field) of the office on the Responsibility tab. |
Firm Address - Post Code | Text | Linked to Address (Postcode field) of the office on the Responsibility tab. |
Firm Address - Country | Text | Linked to Address (Country field) of the office on the Responsibility tab. |
| Signed By | Text | Linked to latest Partner name on the Responsibility tab. |
| Signed Date | Date | |
| No. of Partners in Firm | Number | |
| (NZ) Independence | Text | |
| (NZ) Departure from framework | Text | |
| (AU) Declaration | ||
| Signed Date | Date | |
| (AU) Authorisation Date | ||
| Authorisation Date | Date | |
| (NZ) Accounting Policy - Depreciation Rates | ||
Asset Class | Text | |
| Depreciation Rates | Text | |
| Depreciation Method | Text | |
| (NZ) Accounting Policy - livestock scheme | ||
| Livestock valuation scheme | Text | |
| (NZ) Notes - Borrowings | ||
| Description | Text | |
| Interest Rate | Text | |
| Term of the loan | Text | |
| Security | Text | |
| (NZ) Notes - Disclosures | ||
| Taxation Note - Tax Rate | Text | |
| Securities and guarantees | Checkbox | |
| (NZ) Notes - related party | ||
| Name | Text | |
| Relationship | Text | |
| Type of Transaction | Text | |
| This Year | Number | |
| Last Year | Number | |
Partnership data fields
| Data Field | Data Type | Notes |
|---|---|---|
| Client details | ||
| Client Name | Text |
|
| (NZ) Registered for GST? | Checkbox | |
(AU) ABN | Text | |
| (AU) Business Address - Line 1 | Text | |
| (AU) Business Address - Line 2 | Text | |
| (AU) Business Address - Line 3 | Text | |
| (AU) Business Address - Suburb | Text | |
| (AU) Business Address - State | Text | |
| (AU) Business Address - Postcode | Text | |
| (AU) Business Address - Country | Text | |
| (NZ) Directory | ||
| NZBN | Text | |
| IRD number | Text | |
| Nature of business | Text | |
| Formation date | Date | |
| Bankers | Text | |
| Solicitors | Text | |
| Business address - line 1 | Text | |
| Business address - line 2 | Text | |
| Business address - line 3 | Text | |
| Business address - suburb | Text | |
| Business address - postcode | Text | |
| Auditors name | Text | |
| Compilation Report | ||
| Firm Name | Text | Linked to name of the company on the Responsibility tab. |
Firm Address - Line 1 | Text | Linked to Address (Address field 1) of the office on the Responsibility tab. |
Firm Address - Line 2 | Text | Linked to Address (Address field 2) of the office on the Responsibility tab. |
Firm Address - Line 3 | Text | Linked to Address (Address field 3) of the office on the Responsibility tab. |
Firm Address - Suburb | Text | Linked to Address (Town field) of the office on the Responsibility tab. |
Firm Address - State | Text | Linked to Address (County field) of the office on the Responsibility tab. |
Firm Address - Post Code | Text | Linked to Address (Postcode field) of the office on the Responsibility tab. |
Firm Address - Country | Text | Linked to Address (Country field) of the office on the Responsibility tab. |
| Signed By | Text | Linked to latest Partner name on the Responsibility tab. |
| Signed Date | Date | |
| Number of Partners in Firm | Number | |
| (NZ) Independence | Text | |
| (NZ) Departure from framework | Text | |
| (AU) Declaration | ||
| Signed Date | Date | |
| Partners | ||
| Partner's name | Text | Linked to name of the Partner from the Associated tab*. |
| Partner is signatory | Checkbox | |
| (NZ) Include? | Checkbox | |
| (NZ) Partner sign date | Date | |
| (AU) Authorisation Date | ||
| Authorisation Date | Date | |
| (NZ) Accounting Policy - Depreciation Rates | ||
Asset Class | Text | |
| Depreciation Rates | Text | |
| Depreciation Method | Text | |
| (NZ) Accounting Policy - livestock scheme | ||
| Livestock valuation scheme | Text | |
| (NZ) Notes - Borrowings | ||
| Description | Text | |
| Interest Rate | Text | |
| Term of the loan | Text | |
| Security | Text | |
| (NZ) Notes - Disclosures | ||
| Securities and guarantees | Checkbox | |
| (NZ) Notes - related party | ||
| Name | Text | |
| Relationship | Text | |
| Type of Transaction | Text | |
| This Year | Number | |
| Last Year | Number | |
Trust data fields
| Data Field | Data Type | Notes |
|---|---|---|
| Client details | ||
| Client Name | Text |
|
| (NZ) Reporting basis | List | |
| (NZ) Registered for GST? | Checkbox | |
(AU) ABN | Text | |
| (AU) Business Address - Line 1 | Text | |
| (AU) Business Address - Line 2 | Text | |
| (AU) Business Address - Line 3 | Text | |
| (AU) Business Address - Suburb | Text | |
| (AU) Business Address - State | Text | |
| (AU) Business Address - Postcode | Text | |
| (AU) Business Address - Country | Text | |
| (NZ) Directory | ||
| NZBN | Text | |
| IRD number | Text | |
| Nature of business | Text | |
| Formation date | Date | |
| Settlement date | Date | |
| Settlor | Text | |
| Bankers | Text | |
| Solicitors | Text | |
| Business address - line 1 | Text | |
| Business address - line 2 | Text | |
| Business address - line 3 | Text | |
| Business address - suburb | Text | |
| Business address - postcode | Text | |
| Auditors name | Text | |
| Compilation Report | ||
| Firm Name | Text | Linked to name of the company on the Responsibility tab. |
Firm Address - Line 1 | Text | Linked to Address (Address field 1) of the office on the Responsibility tab. |
Firm Address - Line 2 | Text | Linked to Address (Address field 2) of the office on the Responsibility tab. |
Firm Address - Line 3 | Text | Linked to Address (Address field 3) of the office on the Responsibility tab. |
Firm Address - Suburb | Text | Linked to Address (Town field) of the office on the Responsibility tab. |
Firm Address - State | Text | Linked to Address (County field) of the office on the Responsibility tab. |
Firm Address - Post Code | Text | Linked to Address (Postcode field) of the office on the Responsibility tab. |
Firm Address - Country | Text | Linked to Address (Country field) of the office on the Responsibility tab. |
| Signed By | Text | Linked to latest Partner name on the Responsibility tab. |
| Signed Date | Date | |
| Number of Partners in Firm | Number | |
| (NZ) Independence | Text | |
| (NZ) Departure from framework | Text | |
| (AU) Declaration | ||
| Signed Date | Date | |
| (AU) Directors | ||
| Director's Name | Text | Linked to name of the Director from the Associated tab*. |
| Director is Signatory | Checkbox | |
| Chairperson | Checkbox | |
| Present at Directors meeting | Checkbox | |
| Apology Directors meeting | Checkbox | |
| Present at AGM | Checkbox | |
| Apology for AGM | Checkbox | |
| Elected AGM | Checkbox | |
| Trustees | ||
| Trustee's Name | Text | Linked to name of the Director from the Associated tab*. |
| Trustee is Signatory | Checkbox | |
| (AU) Present at Trustee meeting | Checkbox | |
| (AU) Apology at Trustee meeting | Checkbox | |
| (AU) Present at AGM | Checkbox | |
| (AU) Apology at AGM | Checkbox | |
| (AU) Elected AGM | Checkbox | |
| (AU) Chairperson | Checkbox | |
| (NZ) Include? | Checkbox | |
| (NZ) Trustee sign date | Date | |
| Beneficiaries | ||
| Beneficiary’s name | Text | |
| Net Income Distributed | Number | |
| Income Distribution Percentage | Number | |
| Capital Gains | Number | |
| Interest | Number | |
| Investment | Number | |
| Beneficiaries - Other Information | ||
| Distribution of Income - Remainder of net Income | Number | |
| Distribution of Income - Percentage Disclosure | Text | |
| Trust - Other Information | ||
| Trustee Type | List | |
| Trustee Company name | Text | |
| Trustee Company ABN number | Text | |
| Minutes - Distribution of Income | List | |
| (AU) Authorisation Date | ||
| Authorisation Date | Date | |
| (AU) Income Statement Options | ||
| Separate Appropriation Statement? | Checkbox | |
| Change 'Net Profit' description | Text | |
| (AU) Minutes of Meeting | ||
| Date of Directors/Trustees meeting | Date | |
| Time of Directors/Trustees meeting | Text | |
| Select Address for Directors/Trustees meeting | List | |
| Other address | Text | |
| Date of AGM | Date | |
| Time of AGM | Text | |
| Select Address for AGM meeting | List | |
| Other address - AGM | Text | |
| Frank Account Rate | Number | |
| Divident Declared Date | Date | |
| Remuneration Report | Checkbox | |
| (NZ) Accounting Policy - Depreciation Rates | ||
Asset Class | Text | |
| Depreciation Rates | Text | |
| Depreciation Method | Text | |
| (NZ) Accounting Policy - livestock scheme | ||
| Livestock valuation scheme | Text | |
| (NZ) Notes - Borrowings | ||
| Description | Text | |
| Interest Rate | Text | |
| Term of the loan | Text | |
| Security | Text | |
| (NZ) Notes - Disclosures | ||
| Taxation Note - Tax rate | Text | |
| Securities and guarantees | Checkbox | |
| (NZ) Notes - related party | ||
| Name | Text | |
| Relationship | Text | |
| Type of Transaction | Text | |
| This Year | Number | |
| Last Year | Number | |
| (NZ) Not-for-profit - Service performance outcomes and measures | ||
| Name of outcome or measure | Text | |
| This year | Number | |
| Last year | Number | |
| (NZ) Trust minutes | ||
| Date of trustees meeting | Date | |
| Time of trustees meeting | Text | |
| Select address for the trustees meeting | List | |
| Other address | Text | |
| Address of residence | Text | |
| (NZ) Trust minutes - gifting | ||
| Description | Text | |
| Date | Date | |
| Amount | Number | |
(AU) Association data fields
| Data Field | Data Type | Notes |
|---|---|---|
| Client details | ||
| Client Name | Text |
|
ABN | Text | |
| Business Address - Line 1 | Text | |
| Business Address - Line 2 | Text | |
| Business Address - Line 3 | Text | |
| Business Address - Suburb | Text | |
| Business Address - State | Text | |
| Business Address - Postcode | Text | |
| Business Address - Country | Text | |
| Compilation Report | ||
| Firm Name | Text | Linked to name of the company on the Responsibility tab. |
Firm Address - Line 1 | Text | Linked to Address (Address field 1) of the office on the Responsibility tab. |
Firm Address - Line 2 | Text | Linked to Address (Address field 2) of the office on the Responsibility tab. |
Firm Address - Line 3 | Text | Linked to Address (Address field 3) of the office on the Responsibility tab. |
Firm Address - Suburb | Text | Linked to Address (Town field) of the office on the Responsibility tab. |
Firm Address - State | Text | Linked to Address (County field) of the office on the Responsibility tab. |
Firm Address - Post Code | Text | Linked to Address (Postcode field) of the office on the Responsibility tab. |
Firm Address - Country | Text | Linked to Address (Country field) of the office on the Responsibility tab. |
| Signed By | Text | Linked to latest Partner name on the Responsibility tab. |
| Signed Date | Date | |
| Number of Partners in Firm | Number | |
| Declaration | ||
| Signed Date | Date | |
| Authorisation Date | ||
| Authorisation Date | Date | |
| Association State | ||
| Association State | List | |
| Association address details | ||
| Association Addr 1 | Text | |
| Association Addr 2 | Text | |
| Events Occurring Accounting Policy | ||
| Events Occurring Accounting Policy | Text | |
| Number of Committee Members | ||
| Number of Committee Members | Number | |
| Members of Association | ||
| Committee Member Name | Text | |
| Committee Member Role | List | |
| Committee Signatory | Checkbox | |
| Auditor's details | ||
| Auditor's Name | Text | |
| Auditor's Address | Text | |
| Auditor's Date | Date | |
| Auditor's Compliance Requirement | Text | |
| Committee's Date | ||
| Committee's Date | Date | |
| Principal Activities | ||
| Principal Activity | Text | |
| Income Statement Options | ||
| Separate Appropriation Statement? | Checkbox | |
| Change 'Net Profit' description | Text | |
(AU) Super Fund data fields
| Data Field | Data Type | Notes |
|---|---|---|
| Client details | ||
| Client Name | Text |
|
ABN | Text | |
| Business Address - Line 1 | Text | |
| Business Address - Line 2 | Text | |
| Business Address - Line 3 | Text | |
| Business Address - Suburb | Text | |
| Business Address - State | Text | |
| Business Address - Postcode | Text | |
| Business Address - Country | Text | |
| Compilation Report | ||
| Firm Name | Text | Linked to name of the company on the Responsibility tab. |
Firm Address - Line 1 | Text | Linked to Address (Address field 1) of the office on the Responsibility tab. |
Firm Address - Line 2 | Text | Linked to Address (Address field 2) of the office on the Responsibility tab. |
Firm Address - Line 3 | Text | Linked to Address (Address field 3) of the office on the Responsibility tab. |
Firm Address - Suburb | Text | Linked to Address (Town field) of the office on the Responsibility tab. |
Firm Address - State | Text | Linked to Address (County field) of the office on the Responsibility tab. |
Firm Address - Post Code | Text | Linked to Address (Postcode field) of the office on the Responsibility tab. |
Firm Address - Country | Text | Linked to Address (Country field) of the office on the Responsibility tab. |
| Signed By | Text | Linked to latest Partner name on the Responsibility tab. |
| Signed Date | Date | |
| Number of Partners in Firm | Number | |
| Declaration | ||
| Signed Date | Date | |
| Directors | ||
| Director’s Name | Text | Linked to name of the Director from the Associated tab*. |
| Director is Signatory | Checkbox | |
| Chairperson | Checkbox | |
| Present at Directors meeting | Checkbox | |
| Apology Directors meeting | Checkbox | |
| Present at AGM | Checkbox | |
| Apology for AGM | Checkbox | |
| Elected AGM | Checkbox | |
| Trustees | ||
| Trustee’s Name | Text | Linked to name of the Director from the Associated tab*. |
| Trustee is Signatory | Checkbox | |
| Present at Trustee meeting | Checkbox | |
| Apology at Trustee meeting | Checkbox | |
| Present at AGM | Checkbox | |
| Apology at AGM | Checkbox | |
| Elected AGM | Checkbox | |
| Chairperson | Checkbox | |
| Trust Deed date | ||
| Trust Deed date | Date | |
| Authorisation Date | ||
| Authorisation Date | Date | |
| Independent Auditor's Report | ||
| Independent Auditor's Report | List | |
| Details Qualification Compliance | ||
| Details Qualification Compliance | Text | |
| Additional Section Regulations Compliance | ||
| Additional Section Regulations Compliance | Text | |
| Details Qualification Financial | ||
| Details Qualification Financial | Text | |
| Audit Evidence | ||
| Audit Evidence | Text | |
| Self-managed superannuation fund details | ||
| Self-managed Superannuation Name | Text | |
| AUS Business Number / Tax File Number | Number | |
| Registered Address | Text | |
| Approved SMSF auditor details | ||
| AuditReport Signed Name | Text | |
| Auditor Firm Name | Text | |
| Auditor Firm Address | Text | |
| SMSF Auditor Number SAN | Text | |
| Subsequent Events | ||
| EventMemo | Text | |
| Vested benefits note | ||
| TY amount | Text | |
| LY amount | Text | |
| Member’s information statement 01, 02, 03, 04 | ||
| Death Benefit | Number | |
| TPD Benefit | Number | |
| Withdrawal Benefit | Number | |
| Total Death Benefit | Number | |
| Total TPD Benefit | Number | |
| Required Preserved | Number | |
| Restricted Non Preserved | Number | |
| Unrestricted Non Preserved | Number | |
| Death Benefit surcharge | Number | |
| Rate Net Fund Earnings | Number | |
| Surcharge Debt AccBal Begin | Number | |
| Amt Debited Super Cont Surcharge | Number | |
| Amt Interest Debited | Number | |
| Tax Free Element | Number | |
| Taxable Taxed in Fund | Number | |
| Taxable Untaxed in Fund | Number | |
| Components Note | Text | |
| Contact Details Name and Address | Text | |
| Contact Details Phone Contact Name | Text | |
| Contact Details Phone Contact Number | Text | |
Data types and parameters
Data Type | Parameters |
|---|---|
Checkbox | Click to select or deselect. |
Date | The format of the date reflects the computer settings. Select a date from the calendar popup. |
| List | Select an option from the available list in the drop-down. |
Number | Enter any numerical values into this field to a maximum of 13 characters. |
Text | Text fields accept any standard keyboard characters. |