Report style we prefer - STATEMENT DATE income and expenditure (for SMSF and business tax returns)
Print
Created by: Christopher Le
Modified on: Wed, 4 Feb, 2026 at 11:40 AM
Reference: https://propertytree.elevio.help/en/articles/52673
- Go to TRUST & REPORTS > OWNERSHIP > INCOME & EXPENDITURE
- Ensure you select:
- From 1 July to 30 June
- report transactions by STATEMENT DATE (we don't want Received and Payment Date format)
- report layout PROPERTY BREAKDOWN
- then send to us at admin@ttran.com.au
see deception bay
Christopher is the author of this solution article.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
