How to access end of financial year (EOFY) reports

FinClear do not provide specific tax reporting, however there are several reports you can access in TC Wealth to assist your clients at tax time.

• Holdings report as at 30 June
• List of contract notes for the financial year
• Ledger statement for the financial year
  
  

Scheduling EOFY Reports

You can set up automated delivery of a holdings report and ledger statement via TC Wealth > Reports > Scheduled Reports.  This be set up for all clients (at branch or adviser level), or for individual accounts only. Once scheduled you can view, manage, delete via the "Scheduled" tab.

Important Note: Automated EOFY reporting must be scheduled prior to 30 June, as we cannot back-date bulk report scheduling.