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There are specific state requirements for auditing of trust or bank accounts, and below are steps to produce particular reports which may assist. Some states may require this report legislatively, whilst others may have the option to select whethe...
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The instructions in this article relate to the processing of Strata Loans , which is completed in Process Bank Statements . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Ove...
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Last Updated: 14/11/2025
in StrataMax Videos The videos in this article relate to property information and setup . These include topics such as certificates, merge letters, roll management, contact management, and more. Building Information Video Building Information ...
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The instructions in this article relate to ATO SBR Client. The icon may be located on your StrataMax Desktop or found using the StrataMax Search .
The ATO SBR Client is an integrated module designed to ass...
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The instructions in this article relate to Income Tax Report . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Income Tax Report will assist with reporting Income Tax for a single...
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The instructions in this article relate to Income Tax . The icon may be located on your StrataMax Desktop or found using the StrataMax Search .
Income Tax will assist with setup and reporting of details required to assist...
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The below page includes some of the most frequently asked questions about Merge Letters and Report Distribution. Security Setup and Templates Q. Some of my users don't see specific reports in the report selection list. Why can I se...
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Last Updated: 10/11/2025
in StrataMax DocMax
This article covers the functions within the Documents tab, except Work Queues and Online Portal Uploads , in the navigation pane on the left side, within the Documents tab of DocMax . We also offer a completely free 'DocMax ...
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How to produce the Statement of Key Financial Information
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This article explains the purpose of the Base Building, what and how it can be configured, and what menus are accessible in it. The Base Building is essentially a template building that StrataMax uses to copy information from when a New Buildi...