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Processing year end

If you have captured all transactions for a fund for a particular financial year, you will want to run your year-end reports and close off the financial year.

Running this process will create the necessary year end entries, enabling you to produce a set of financial reports, a tax return (currently generated via our Partner LodgeIT) and member benefit statements.

This Section of the Knowledge Base will provide you with a step-by-step guide to the processing of these year-end entries.