For the tax estimate to display on a trust tax return (Form T), the beneficiary details need to be entered. Individuals must to be added to the beneficiary section and have the TFN entered. The beneficiary TFN needs to match an Individual taxpayer in your HandiTax client database. The estimate summary is then based on the data entered into their tax form (Form I). The deceased estate (Form T) is a separate entity from the deceased individual.
