Overview
The Income Streaming Summary Report provides a summary of the amounts streamed to each beneficiary, including Franked Distributions, Discounted Gains, Other Gains, Indexed Gains, and Remaining Earnings.
This report is only available for Trusts.
Navigation
| Navigate to Reports from the Main toolbar on the left side | |
| Then select Reports. |
Instructions
1. Search for Income Streaming Summary using the Search Report bar. Alternatively, locate the Income Streaming Summary under Work Paper Reports.
2. Add the Income Streaming 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, or Word document. Select to remove the statement.
You can edit the template for this report by selecting the Word Document icon. For instructions on this process, see Customising the Template for an Existing Report.