You may receive an error message Trust action code is required when completing Item 13 or a Managed Funds schedule in HandiTax.
Enter Trust action code in HandiTax 2024 onwards
Log in to HandiTax 2024 or onwards.
Select the client and open the tax return.
Double-click on the Trust Income worksheet.
Navigate to the Trust action code field then press F5 and choose a code from the list.
Click Save, then Close.
Managed Funds Schedule in HandiTax 2024 and onwards
If you have a trust distribution in managed funds, enter the Trust distribution action code in the Managed Funds schedule.
Trust action code in HandiTax 2023 and prior
Log in to HandiTax.
Select the client and open the tax return.
Double click on the Main Form I.
Scroll down to Item 13 and enter the trust distribution action code in the box next to the Partnership/Trust name field. Press F5 for a list of trust action codes.
Managed Funds Schedule in HandiTax 2023 and prior
If you have a trust distribution in managed funds, enter the trust distribution action code in the Managed Funds schedule.
