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How to fill in box 2 on page T 1.

Article ID

ias-5825

Article Name

How to fill in box 2 on page T 1.

Created Date

4th April 2008

Product

IRIS Personal Tax

Problem

How is box 2 on page T 1 completed to show the total payments from a settlor-interested trust?

Resolution

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Settlor Interested Trusts. 3. Click New, add the Trust details. 4. Enter the Payment amount and the date income received.

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