In HandiTax you can generate a report that shows beneficiaries on your Trust returns that are missing TFN details. This may assist in identifying clients that may be impacted by the rules for TFN withholding for closely held trusts.
Log in to HandiTax.
Go to Reports, Edit Reports.
In the Report Writer window, highlight Beneficiary Listing - Missing TFNs.
Click Run.
In the Client Expression window, highlight #All and click Select.
Choose your sort order and click OK.
Review the report and close when complete.