The Beneficiary Distribution Summary summarises the Profit Distribution across beneficiaries processed from the Distribute Profit screen, with a comprehensive breakdown of the Tax Components.
This report is currently only available for Trusts.
|Navigate to Reports from the Main toolbar on the left side||
|Further select the Reports section|
1. Search for Beneficiary Distribution Summary using the Search Report bar. Alternatively, locate the report under Work Paper Reports.
2. Add the Beneficiary Distribuiton Summary 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.