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Share Details

This screen allows you to select returns that will receive a share of income and tax withheld from it.

To select a return
  1. TFN Tax File Number: Click [F10] to open the index of returns and select the return, OR

    Share to: Click [F10] to open the index of returns to select from.

    Returns preceded by an income year are not in the current ledger yet. You may only select to share to returns that are in the current ledger.

  2. Percentage: Enter the percentage of the interest income received that will be distributed to this return.

  3. Click OK.

  4. To view the name, tax file number and percentage for the returns in the Index of Joint Owners, click Cancel.

  5. Click Close to cease editing.

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