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CompleteIn ProgressOverdue
The Platform
Conceptual wireframes — final designs developed in collaboration
Practice Dashboard
See all entities at a glance — progress, status, due dates
litebooks.pages.dev/dashboard
LB
LiteBooksAS
Allan SpiceFY2025/26
Practice Overview
All EntitiesIn ProgressOverdue
Total Entities
1,247
Complete
892
In Progress
234
Not Started
98
Overdue
23
Recent Activity
Smith Family Trust
Trust · Balance Date: 31 Mar
ABC Holdings Ltd
Company · Balance Date: 31 Mar
Johnson Investment Trust
Trust · Balance Date: 31 Mar
Entity Ledger
Trial balance, journal entries, full audit trail
litebooks.pages.dev/entity/smith-family-trust
Trial BalanceJournalsLedgerFixed AssetsReports
| Account | Debit | Credit |
|---|---|---|
| Bank Account | $45,230.00 | - |
| Term Deposit | $150,000.00 | - |
| Shares - ABC Ltd | $75,000.00 | - |
| Beneficiary Loan - J Smith | $12,500.00 | - |
| Settlor Loan | - | $5,000.00 |
| Trust Capital | - | $277,730.00 |
| Total | $282,730.00 | $282,730.00 |
Annual Report Generation
One-click financial statements, ready to print
Smith Family Trust
Annual Report — Year ended 31 March 2026
Report Sections
- Statement of Financial Position
- Statement of Financial Performance
- Notes to the Accounts
- Fixed Asset Schedule
Audit Trail
- Created12 Apr 2026, 10:23am
- Last Modified15 Apr 2026, 3:45pm
- Modified ByAllan Spice
- Journal Entries24
Note: These are conceptual wireframes. Final designs will be developed in collaboration with FINNZ during the discovery phase.