LodgeiT

Trust: General 16

• Preparation of Trust Tax Return (TRT Form)
• Video of the Trust Tax Form (TRT) Filling Process
• Major Section of Trust Tax Return (TRT)
• Activate "Trust Tax Return" Reporting Module
• Notice to sent

View all 16

Trust: Income 20

• Reporting Partnership, Interest & Dividend Income, Capital Gains and Rentals For Trust Tax Form (TRT)
• How to Use Tags in accounts with other Income categories in Trust Tax Return (TRT)
• Deceased Estate
• Error: The A - Income of the trust estate field is required
• Share of Net Small Business Income Trust

View all 20

Trust: Deductions/Expenses 2

• How to Use Tags in accounts with other expense categories
• Figures from Imported Financials Not Related to Business

Trust: Net Income (CGT, Foreign, Losses) 11

• Applying PRIOR YEAR LOSS
• Trust Losses (Carried Forward Loss)
• Net Trust Income Must Equal Distributed Income
• Trust loss & TFN withheld credit
• Trust Distribution - Tax loss & Capital Gain Tax (CGT)

View all 11

Trust: Reconciliation 1

• Understanding the Reconciliation Section in Trust Tax Return

Trust: Business 3

• Distribution of Small Business Income not showing
• Trust with Capital Gain & Business Loss
• Item 41: D - Closing stock cannot be negative

Trust: Depreciation 3

• Q&A: Non-business related depreciation items in the Trust Tax Return?
• Small Business Entity (SBE) Item K: "Depreciation Expenses on Accounts" (simplified depreciation rules)
• Small Business Skills and Training Boost / Small Business Technology Investment Boost

Trust: Beneficiaries 8

• Q&A: Trust Distribution to beneficiaries (Financial Report)
• Maximum number of beneficiaries
• How to Distribute Capital Gain from TRT Form to Beneficiary (ITR Form)?
• Tax Losses in beneficiary distribution
• Unlink/Remove a Beneficiary

View all 8