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Creating a new Administrator Firm

To create a new SMSF Administrator in MyWorkpapers, simply:

  1. Access the SMSF Auditors page;
    SMSF_Admin_page.png

  2. Click on the Add New Administrator button;

  3. Fill in the required basic details for the client on the Create New Administrator menu;

  4. Click the Create button.

Your client will now be displayed in the Administrators List.

To learn how to add an administrator to an engagement file, view the topic on creating a new file.

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