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March 2019
March 2019
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?
March 2019
March 2019
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.
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