Forum Discussion
Helen-Z
6 years agoMYOB Staff
Hi KAM054
Thanks for your question regarding the estimate generated by a Trust return.
With the number of variations when an estimate is being calculated, due to the calculation codes available to beneficiaries, an accurate estimate is limited to certain scenarios:
1. All income is classed as no beneficiary entitled.
2. Full distribution to one beneficiary under a legal disability.
3. Part of the distribution is classes as no beneficiary entitled, and there is more than one beneficiary under a legal disability.
If the estimate is correct other than the low income offset, you can modify the estimate by clicking on the Word icon, and adjusting within Word.