Main Details

Click on an item to find out more:

Client type - The client's type is displayed. You cannot change this.

Enter the name of the Trust

The main section of this page displays a list of trustees. The following details are shown for each:

Display the Main Details form for the trustee.

  • Name
  • Code - The client code of the trustee
  • Start Date - The date on which the person became a trustee. This determines whether the trustee is listed on the Tax Return for a particular year.
  • End Date - The date on which the person ceased to be a trustee. This determines whether the trustee is listed on the Tax Return.

Add a new trustee to the Trust. A trustee must be an individual Sage Taxation client. When you select the Add button, the Client Lookup window opens allowing you to select a trustee from a list of available clients. If the trustee is not already an Sage Taxation client, you can create them now by selecting the New button in the Client Lookup window.