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Solution home FAQ - Individuals PropertyTree

Report style we prefer - STATEMENT DATE income and expenditure (for SMSF and business tax returns) Print

Created by: Christopher Le

Modified on: Wed, 13 Sep, 2023 at 5:29 PM


Reference: https://propertytree.elevio.help/en/articles/52673


  1. Go to TRUST & REPORTS > OWNERSHIP > INCOME & EXPENDITURE
  2. Ensure you select:
    • From 1 July     to 30 June
    • report transactions by STATEMENT DATE
    • report layout PROPERTY BREAKDOWN
    • then send to us at admin@ttran.com.au 





see deception bay


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Christopher is the author of this solution article.

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