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AnnieLou's avatar
AnnieLou
Member
1 year ago
Solved

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...
AU Tax
  • Amy_M1's avatar
    Amy_M1
    1 year 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.


    Thanks,
    Amy!

Amy_M1's avatar
Amy_M1
MYOB Staff
1 year 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.


Thanks,
Amy!

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