For Trusts and Companies, Simple Invest 360 users are now able to prepare a Not for Profit Audit Report.
How to Prepare
Select the Trust or Company.
Navigate to the Main Toolbar, and select Reports.
|Search Report Name. (Report located in Letters and Minutes)|
Besides the Not for Profit Audit Report, Select to add the report to a pack.
- Input the Report Date.
- Select the Auditor. The Auditor will display based on the Fund Relationships screen.
To download the report, click Preview or select either or.