Importing Opening Balances - Available Smart Suit Templates

Import Opening Balances

The Import Opening Balance feature is only available when rolling over from a Smart Workpaper file used in a prior year. For further instructions on importing opening balances see the knowledge guide here.

Note: 

  • Only templates which have been specifically designed to rollover will have information rolled over - see instruction on Customising Opening Balances for information on creating custom templates with this feature.
  • The template must have been inserted and used in a prior year workpaper for the rollover feature to work. 


The following is a list of Smart Suit Templates that use the Import Opening Balances feature.


Template ReferenceTemplate Name
01
Salaries and Wages
10Interest Received
11Dividends Received
13BPartnership and Trust Distributions
21ARental Property
21BRental Property Summary
A02Items Forward
C05Franking Accounts
C15Losses
C20Tax Reconciliation
D01Motor Vehicle Expenses
D05Other Work Related Deductions
D07Div 7A Calculator
D07Interest and Dividend Deductions
D08UPE Repayment Calculator
D10Cost of Managing Tax Affairs
D15Supplementary Deductions
F20Livestock
FB03Car Parking Fringe Benefits
FB07Housing Loan Fringe Benefits
FB09Loan Fringe Benefits
FB10Car Fringe Benefits
FB11Residual Motor Vehicle Fringe Benefits
G05Borrowing Costs
G10Fixed Assets Deprec
G15Intangibles
G20Investments
G25Other Assets
G31Division 7A
H08Superannuation Liability
H09Chattel mortgage
H10Hire Purchase
H11Loan Repayment Schedule
H20Leases
H24Loan Repayment Schedule
H30Other Liabilities
H39Provisions - Long Service Leave
H40Provisions - Annual Leave
K05Company Capital Accounts
K06Discretionary Trust Capital
K07Partners & Sole Traders Capital
K08Unit Trust Capital
K10Reserves
M03Interest Apportionment
M05Distributions
M07Distributions - Simplified
M10Dividends
M11Dividends - Comprehensive
M15Interest Received
M2Borrowing Costs
M20Other Income
M25Rental Property
M26Rental Property Summary
M30Revenue
M35Sales Trading Account
M40FBT Contributions
N10Donations
N20Expenses
N35Interest Apportionment
N45Motor Vehicle Expenses
PHIPrivate Health Insurance Details
PP04Livestock
PP06Produce Trading Account
PP07Deferred Income
SF28Bank
SF33Fixed Assets Deprecation
SF34Investments
SF35Other Assets
SF49Transfer Balance Account
SF53Interest Received
SF54Dividends Received
SF55Rental Property
SF56Rental Property Summary
SF58Managed Fund Distributions
SF61Changes in Market Value

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