Netwealth best practices - Making tax time easy

Thursday, 16th June, 1-1:30PM AEST

 
Date: 06 June 2022

About this presentation

Join Christopher De Livera, Training & Relationship Manager (NSW) at Netwealth, as he provides a live demonstration of Netwealth's EOFY tools, including:

  • Reports to monitor your clients EOFY contribution caps
  • Claim tax deductions online
  • Managing your clients EOFY communications including what statements your clients receive
  • How to track the progress of tax statements online How to download statements online
  • How to use BPAY to pay ATO fees
  • How your accountant partners can obtain Professional Third Party access to client accounts
  • Process of setting up data feeds like Class Super, BGL 360
  • ...and more

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A selection of guides to help you learn the key functionality of your account, important transaction dates and how to use the Netwealth platform.  

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