Trust register

This screen is accessed via the Data Input tab within the tax return. Changes to trustees, beneficiaries, settlors, agents etc must be updated to the Trust Register.

• Status - can be selected via the drop-down list,

• Trustees (Memo) - this information is for memo purposes only. This information should now be included in the HMRC Trust Register. Select + Add trustee a new window displays to be completed.

Trustee

• Name - enter the trustee name

• Address - select change address to enter the address, see entering addresses.

Trustee Status

• Is this the acting trustee for [year]?

• Is this ta new trustee for [year]?

• Is this trustee retiring in [year]?

• Did trustee change address in [year]?

Trust register

• Have all changes been updated to the Trust Register?