I’ve signed my document, where can I see the it?
Depending on the type of document that you’ve signed, you should be able to find it in the following locations:
This article is based on default locations that the documents are set to save to, your accountant/adviser may choose to save them in alternative locations.
myprofile > My Tax:
Saved in a tax year folder
• Tax return
• Income document
• Expense document
• Group certificate
• SMSF tax return
• SOA
myprofile > My Advice:
• Fact find
• Privacy form
• Client service agreement
• Authority to proceed
• ROA
• SOA
myprotection:
• Wills
• Insurance documents
myprofile > My Docs:
In the My Docs folder, you or your financial professional are able to create folders for specific documents or document types. For example:
• SOA
• Receipts
• Others
You may also find:
• SMSF returns saved as a document under an SMSF Fund
• a wealth item document saved as a document under a property/vehicle, for example.