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AnnieLou's avatar
3 days ago

Myob AE Trust Tax Return - delete beneficiary

Looking to tidy up and remove old beneficiaries in trust tax return in AE. 

 

Getting error "This schedule is linked to a beneficiary details (g) worksheet.  You must remove beneficiary details schedule no. 01 before deleting this schedule"

 

Unable to locate this schedule.  

 

Also tried clearing every field but this is not clearing the record.

 

Any assistance in how to remove a beneficiary from 2024 trust tax return would be appreciated.

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