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marks's avatar
marks
Cover User
7 days ago
Solved

Printing beneficiary distribution schedule

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.

online tax
  • AidenC's avatar
    AidenC
    7 days ago

    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.

3 Replies

  • AidenC's avatar
    AidenC
    MYOB Staff
    7 days ago

    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.

  • marks's avatar
    marks
    Cover User
    7 days ago

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

  • AidenC's avatar
    AidenC
    MYOB Staff
    7 days ago

    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.

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