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Tax Manager and Tax Forms: Beneficiaries Displayed as a Summary in the Statement of Distribution

There are two or more beneficiaries and they each need to print as a separate Statement of Distribution under Item 58.

Updated over 3 weeks ago

The TRT main form printing has provision for three beneficiaries.

The first two are printed in separate Statements of Distribution under Item 58, and the third and any additional beneficiaries are printed as a summary or attachments.

To print the beneficiary details separately to give to each client, you need to tick Attachments when printing.

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