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Address for trust beneficiary (ie non individual) not pulling through in Statement of Distribution

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Partner BruceSD
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BruceSD
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Address for trust beneficiary (ie non individual) not pulling through in Statement of Distribution

When selecting a trust beneficiary in the Statement of Distribution from our client list, the address for a trust (ie not an individual) beneficiary does not pull through unless there is an address in the business schedule of that trust.  I expected that all addresses would pull through but they do not.  Is this something we are doing wrong?  

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MYOB Staff Post Helen-Z
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Helen-Z
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Re: Address for trust beneficiary (ie non individual) not pulling through in Statement of Distribution

Hello @BruceSD 

 

Welcome to the MYOB Community Forum, and thank you for your question!

 

I just checked the Statement of Distribution, and it does mention that it will input a residential address for an individual and a business address for a non individual. These address are taken from the return; so for a trust, the business address is only located in the one location.


Regards,

Helen
Tax Support Specialist
MYOB Australia Pty Ltd
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