Trust Tax

If the partnership is set up forTrust Tax

The following details appear:

Client dealings

This is a list of who is responsible for the trust's tax affairs. Their client codes and names are displayed. You can choose who is responsible by selecting the Lookup button to open the Sage Taxation Users window.

If the partnership is not set up forTrust Tax

The following message will appear:

"This client has not been set up for Trust Tax.

You may set the client up now if you wish"

Select the year from the Tax year to 5th April spin-edit box for which you first want to enter data for the individual. When you have chosen a year select the Set Up button. The Trust Tax page changes to reflect that the client is set up for Trust Tax.