Introduction
Trust Income Schedule Reconciliation is designed to assist users with Trust income reconciliations for annual returns.
Navigation
| Navigate to Reports from the Main toolbar on the left side |
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| Further select the Reports section |
Instruction
1. Search for Trust Income Schedule Reconciliation using the Search Report bar. Alternatively, locate the Trust Income Schedule Reconciliation under Work Paper Reports.
2. Add the Trust Income Schedule Reconciliation to Report Pack by selecting the Add To Pack arrow.
3. Users have the option to preview it or download it as a PDF, Excel, or Word document. Select to remove the report.