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Tax Australia: Refresh distribution from Trust/Partnership to beneficiary/Partner’s return

Updated over a month ago

If you find that the distribution is not flowing from Trust/Partnership to beneficiary/partner’s return, you can take the steps below to refresh the distribution:

  1. Delete the distribution from the Trust/Partnership’s return. Please note that if there’s only one distribution, you will need to Add a new Beneficiary/Partner before you can see the Delete option.

  2. Click the Synchronise button.

  3. Add the beneficiary/partner distribution back.

  4. Click the Synchronise button again.

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