Access Elite

Go to 58. Statement of Distribution.

Go to the No beneficiary entitled assessment calculation code field. 

Check that the correct code has been used and adjust if required. 

1. Go to Distribution.
2. Go to 58. Statement of Distribution.
3. Click Next.
4. Go to the No beneficiary entitled assessment calculation code field. 
5. Check that the correct code has been used and adjust if required.

The Assessment calculation code must be present appears in a Trust Tax return.

Tax:  CMN.ATO.TRT.432621, CMN.ATO.TRT.433087

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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