Rollover paperwork - pre 30/06/21

Hi, just wanting to know how to process the actual paperwork for a rollover. I am getting through all and when I hit save and prepare paperwork, it keeps coming up with a message saying ‘financial year end is mandatory’. I think it is looking for the contributed amounts but I can’t seem to get to the label…

Hi csmaccountant,

May I know which screen that you use to prepare the paperwork for the rollover? You can email me directly at if it is easier for you to send through the screenshot. Thank you. Anna