Newly created returns

The following information will be pre-filled into a newly created return from:

• the Name and Address and date of birth details as in Return Properties, and

• the Agent's details as contained in the record of the Agent selected in the Return Properties > Staff tab. If there is no Agent selected in the Staff tab, then the details will default from the Control Record.

Name and address details will roll over from year to year.

In Accountants Enterprise, depending on the defaults set for the Practice, or another Agent of the practice, names and addresses may be edited on the return.

Related Information

CCH References

6-010 Trusts and trustees

6-020 Trust Return

6-030 Trustee of deceased estate

6-060 Trust Not Separate Taxable Entity

6-085 The income of a trust

6-105 Discretionary trusts

6-180 Deceased's Income Received After Death

6-190 Period of Administration of Deceased Estate

6-230 No Beneficiary Presently Entitled

6-240 Revocable Trusts and Trusts for Minors

6-250 Rates of tax payable by trustees

6-263 Fixed trusts

6-266 Family Trusts

6-290 What is a corporate unit trust?

6-320 What is a public trading trusts?

25-430 Means of Payment

31-540 Diversion through family trusts