Skip to main content

Tax Australia: Trust Return for a Deceased Estate

Unable to create a Trust return for the client.

Updated over a month ago

Follow the below to change the return type:

  1. Open Client Console.

  2. Click Custom View, Edit Mode.

  3. Change both the Client type and Australian Entity Type from Individual to Trust for the Deceased Estate and click Refresh.

  4. Trust return type will appear as an option now in Tax Manager.

Related Articles
Tax Australia: Lodgement method for Trust return defaults to paper
Tax Australia: 'Error: 75 Path/File access' when creating a Tax return
Practice Management: Check if the Matter is a Tax Matter
Tax Manager and Elite Forms: Add Income Tax Return Not Necessary form or CU form in Tax Manager
Tax Australia: Tax return status change
Did this answer your question?