In Practice Manager (AE) or MYOB Tax (AO), the Name of the Fund is entered in the Create Client/Contact Wizard. These details appear on the client’s Main tab, and in the Fund Details and Return Properties (AO) or Return Properties General tab (AE) for the return.
For Accountants Enterprise users:
If you have Tax only, the Name of the Fund defaults from the Return Properties record.
If you have Series 6 or 8, the Name of the Fund is entered in the Contacts database and defaults to the tax return.