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  2. Trusts

Trusts

Tax

  • Trust Income Schedule - Trusts

Setup

  • Contributions for a Testamentary Trust
  • How to set up Opening Balances for Beneficiary Accounts
  • Opening Balances - How to Setup a Share Trading Entity
  • Opening Balances - How to Setup a Trust
  • Setting up a Partnership
  • Trust Details

Period Compliance

  • Amend the Trust Tax Return
  • Close Period for Trusts
  • Distribute Profit for Trust - System Journals
  • Distribute Profit for Trusts
  • Distributions for non-taxable Trusts
  • Family Trust Election
See all 14 articles

Beneficiaries

  • Beneficiaries Screen
  • 58300 - Subscribed Units
  • Reconciling Beneficiary Reports
  • Transfer Units between Unitholders
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