Managed Fund Tax Statement Reconciliation

Totally agree. It is waste of time and counter productive, what Sharesight does. No way tallying with what accountants are doing where they exactly reflect company’s AMIT statements.

My accountant got it easy and their data tallies with AMIT statement fields.

Now I am deleting all trust distributions, reentering for each period and then for the final payment or zero net payment on 30/06, manually enter all AMIT statement fields.

I’ve many many trust statements. I’ve long way to go but I can trust this way than Sharesight.

Very very disappointed. If this is what it is, it is not helping annual tax return time for SMSF at all.

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