TFN withheld from closely held trusts 2025

A holding dialog is provided at this label H5.

EC_Closeheld_Trust_holding_dialog.png

The sum of the fields shown in the holding dialog integrate to label H5 in the Calculation Statement.

For the Company return these amounts integrate from the:

  • Distribution from Partnerships worksheet (dip), and

  • Distribution received from Trusts worksheet (dit).

For the Fund and SMSF returns these amounts integrate from the:

  • Distribution from Partnerships worksheet (dfp), and

  • Distribution received from Trusts worksheet (dft).

The holding dialog is not a worksheet and therefore is not available to be printed with the return.