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  2. Reporting

Reporting

General

  • Annual Tax Statement
  • Custom Report Titles
  • Custom Reports
  • Declaration of Distribution Resolution
  • Dividend Statement Report
  • Dividends Paid Minute
See all 13 articles

Work Paper Reports

  • Beneficiary Distribution Summary
  • Capital Gains Reconciliation Report
  • Tax Reconciliation Report
  • Tax Reconciliation Summary Report
  • Trust Income Schedule Reconciliation

Financial Reports

  • Appropriation Statement
  • Detailed Operating Statement
  • Detailed Statement of Financial Position
  • How do I change what is included in the Notes to the Financial Statements?
  • How to prepare General Purpose Notes to the Financial Statements
  • Operating Statement
See all 9 articles

Investment Reports

  • Asset Allocation by Investment Account Pie Chart Report
  • Asset Allocation Pie Chart
  • Asset Allocation Report
  • Declaration of Dividends Resolution
  • Defensive vs Growth Asset Allocation Pie Chart
  • Directors' Report
See all 9 articles
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