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This menu gives access to the client maintenance screens and also the export facility as follows:
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Select |
Displays the client browser screen. Trusts can be selected by either double-clicking on the Trust name or by clicking Select on the browser screen. |
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New |
Opens the new trust screen. Work through these screens to setup a new Trust record. |
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View |
Displays the client maintenance screens. These screens shows details of the Trust selected on screen, including name and type of Trust. It will also display trustees/settlors and beneficiaries linked to the Trust. |
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This will delete the selected Trust from the database. |
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Allows for a copy of the Trust's data to be taken. |
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Used to 'replace' a Trust's data, that is, if an export had been taken, this could be 'replaced' into Trust Tax provided the Trust is set up using the same identifier. |
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Unlock |
Unlocks a Trust. When an export is taken, Trust Tax will lock the Trust's file so that it cannot be changed. This can be overwritten by selecting the unlock option. |