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 s...
Forum Discussion
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!
