Lesson 3E - Change Income not Liable at the Trust Rate

As the income has changed it is necessary to also change the figures entered in this section.

1. Click the plus sign next to Other Information.

2. Click the plus sign next to Reliefs, annual payments and expenses.

3. Click the plus sign next to Income not liable at the trust rate.

4. Highlight Income charged at the dividend rate.

5. Ensure that the entry on the right hand side of the screen has been highlighted and click Edit.

6. Change the gross amount to 347 and click OK.

7. Now highlight Income charged at the savings rate.

8. Ensure that the entry on the right hand side of the screen has been highlighted and click Edit.

9. Change the gross amount to 587 and click OK.

10. Now highlight Income charged at the basic rate.

11. Ensure that the entry on the right hand side of the screen has been highlighted and click Edit.

12. Change the gross amount to 3437 and click OK.

13. Click the minus sign next to Other Information to collapse the treeview.

Lesson 3F - Edit Property Income