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Trust return - Declarations

The back-page information includes:

  • Taxpayer's declaration

  • Hours taken to complete the return

  • Agent contact details.

Information pre-filled from the tax database:

  • details provided when creating the return and completing the Return Properties (refer to Staff)

  • details in the Control Record for the Practice (refer to Names/Audit)

  • agent's record attached to the return (refer to Agents maintenance).

Existing returns roll the details from year to year. If name or address details have been changed since the last return lodged, the details will be updated automatically.

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