Did you know there is a brand new input screen in Xtools+ specifically for actions that happen at the very end of the financial year?
We noticed a lot of workflow friction because things like personal deductible contribution top-ups or spouse splitting were buried in nested menus or only accessible from display screens. This new EOP Transactions screen centralises all those year-end "clean up" tasks so you don't have to keep jumping in and out of different windows.
How?
- Navigate to the new EOP Transactions Input screen at Input > Individual > Superannuation > Client/Partner > EOP Transactions.
- Use the dedicated tabs to manage Voluntary Contributions, Government Benefits, and Tax Releases.
- You can enter your end-of-year adjustments here and see the impact on caps and totals at the bottom of the same screen.
💡Pro Tip The EOP screen is also the new home for managing Excess Concessional Contributions and Division 293 tax. Instead of searching for these in the display headers, you can now click the "Release of Tax" tab to handle overrides directly in your input workflow.
Does having a dedicated year-end screen make the "meaty" strategies feel a bit less complex to build?
Xtools+ Super & Pension Strategies revisited: Release information
