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HandiLedger - Individual and corporate trustees in HandiLedger

Updated over 2 weeks ago

In HandiLedger, you can choose between the Individual and Corporate Trustee for the Trustee Declaration.

  1. Log in to HandiLedger and Select your entity.

  2. From the View menu, click Notes to the Financial Statements.

  3. Select the Trustee Type.

  4. Complete the Individual/Director Signatories. Each individual/director should be on a new line.

    Trustees in the Notes to financial statements

Trustee Declaration Date

  1. Log in to HandiLedger and Select your entity.

  2. From the View menu, click Notes to the Financial Statements.

  3. Enter the place or address the Trustees Statement is being Signed at.

  4. Enter the date the Declaration was Signed on.

    Trustee declaration

Notes:

  • For Corporate Trustees the Company Name and Directors Signatory fields need to be completed, and for Individuals, the Individual field.

  • The Accounting Policies note for non-reporting Trusts and the Compilation reports for Trusts and Superfunds are dealt with in a similar way.

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