Lesson 5A - Change Trustee's Address

1. The Trustee has moved house and his address must therefore be amended.

The new address is:

Holly Cottage

Park Lane

Maidenhead

Berks

sl6 8jl

2. From the Trust Tax menu bar select Client and Change to access the Client Maintenance option for the Trust.

3. Click on the Related tab.

4. Highlight the Trustee and click View Client.

5. Click on the Address tab.

6. Enter the new address and click Save, at which point a change of address screen will be displayed. Click Log so that the date the address was changed and what the address used to be will be saved under the History tab of this client's details. Click Close.

Careful consideration should be made when entering a change of address for a Trustee as the Tax Return requires changes of addresses for Trustees to be shown at Question 20.  The change of address will only feature on the Tax Return if the date of change has been logged against the client's records.  Details of items logged can be found under the history tab                           

Lesson 5B - Land and Property Income