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Printing beneficiary distribution schedule

marks

Is there a way in a trust tax return in compliance tax to just print a beneficiary distribution schedule for a single beneficiary? I can only see how to print all beneficiaries and that is as part of a full tax return printout. I could do a screen capture, but some beneficiaries span a page break.

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Accepted answers

AidenC

Hey Marks,

Thanks for your reply!

So sorry for the confusion, unfortunately we don't have a way to print individual beneficiaries on Practice Compliance at this stage but I have passed this along to our developer team to hopefully have this included in a future release as I agree this should be an option like AE/AO.

In the mean-time my only recommendation is editing the print-out in Word/Adobe to only show the beneficiary you are wanting.

Please let me know if you have any further questions!

Cheers,
Aiden.

All comments

AidenC

Cheers,
Aiden.

marks

Thanks Aiden, but I am talking Online Tax, not desktop tax.

AidenC

Hey Marks!

Thanks so much for your message.

You can print individual beneficiary distribution by clicking on 'Reports' within the tax return, then 'Print Schedule'. In the pop-up window under Options, click on the 3 ellipses next to 'form or schedule'. In this new window scroll down to the trust distribution's and highlight (by left-clicking) the beneficiary in question you are wanting to print and click on 'Select' on the right-hand side and then 'OK' then click on 'OK' and this will print-out only the selected beneficiary distribution statement.

Please let me know if you have any further questions!

Cheers,
Aiden.