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