Forum Discussion

AnnieLou's avatar
AnnieLou
3 months 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.

AU Tax
  • Amy_M1's avatar
    Amy_M1
    MYOB Staff
    17 days ago

    Hi AnnieLou!

    To clear this error and remove the beneficiary details from this return, we recommend creating a dummy Trust Details (TD) schedule. 
    Do this by following Preparation > Schedule > Selecting and opening the TD Schedule.

    Then, go to > Preparation > Delete Schedules > and delete the TD Schedule you have just created.

    You should then be able to go ahead with deleting the old beneficiaries from this return.

    If this doesn't help, please contact support on 1300 555 117 and we can assist further.

    Thanks,
    Amy!

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.