Trust tax- 3001 4066 Invalid Data Entry OR Incomplete Address

ias-11675

Trust tax- 3001 4066 Invalid Data Entry OR Incomplete Address

19th June 2014

IRIS Trust Tax

Trust tax- 3001 4066 Invalid Data Entry OR Incomplete Address

This error message is presented when the address information for related parties for the Trust is not fully complete; full address information needs to be entered regardless of whether the related parties are clients or non-clients (every Beneficiary, Trustee, Settlor etc etc). To complete the address information and remove the above error message, please follow these steps:

1. In Trust Tax, load the client and select correct year, click Client and then View

2. Click the Related tab

3. Highlight a related party to the Trust and click View Client

4. Click the Address tab and enter in the full address information. Also make sure the address in each row is not too long or has hidden blank spaces which can count towards the maximum number of characters for address fields. Do not use special characters etc

5. Repeat the above for each related party to the Trust.

6. If you have checked EVERY client and non client and confirmed they have an valid address, then now check other areas in Trust tax- where there is an asset which requires a ADDRESS entry.

Example 1: Capital Gains | Person become absolutely entitled to. This requires an address

Example 2: Trust | Assets or funds put into the settlement. This require an address