For the tax estimate to display on a Trust return, the beneficiary details need to be entered.
Individuals need to be added to the beneficiary section and have the TFN. This TFN needs to match an Individual taxpayer in your HandiTax client database. The estimate summary is based on the data entered into their tax form (I Form). The deceased estate is a separate entity from the deceased individual.
Note: An estimate cannot be generated for the estate without at least one beneficiary.