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HandiTax - How do I run a report that will show beneficiaries on Trust returns that are missing TFN details?

Updated over a month ago

Access HandiTax allows you to generate a report that will show 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".
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Beneficiaries Missing TFN Details on Trust Return:

  1. Go to Reports, Edit Reports.

  2. In the Report Writer window, highlight Beneficiary Listing - Missing TFNs .

  3. Click Run.

  4. In the Client Expression window, highlight #All and click Select.

  5. Choose your sort order and click OK.

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