You may receive an error message 'Trust action code is required' when completing Item 13 or a Managed Funds schedule in HandiTax.
HandiTax 2024 onwards:
Main form I item 13 Partnerships and trusts
From the Individual Tax Return Outline page, click the Trust Income worksheet, then click Edit.
Navigate to the Trust action code field then press F5 for a list.
Click Save, then Close.
Managed Funds Schedule
If you have a trust distribution in managed funds, enter the Trust distribution action code in the Managed Funds schedule.
HandiTax 2023 and prior:
Main form I item 13 Partnerships and trusts
Enter your trust distribution action code in the box below
Click F1 on your keyboard for a list of trust action codes
Example: Item 13 trust distribution with a trust action code U.
Managed Funds Schedule
If you have a trust distribution in managed funds, enter the trust distribution action code in the Managed Funds schedule.
Example: Managed Funds Distribution with a Trust distribution action code S.
