Trust Tax- Change Non client beneficiary to active client?

Article ID

trust-tax-change-non-client-beneficiary-to-active-client

Article Name

Trust Tax- Change Non client beneficiary to active client?

Created Date

7th September 2021

Product

Problem

Trust Tax- I have a non client beneficiary who is now an active client- how do i change them?

Resolution

1. Load Trust Tax and select the relevant year
2. At the very top – click ‘Trustee/ Beneficiaries’ button
3. Select Tab ‘Beneficiaries’
4. Select the Non client and click View
5. On the Non client field – click the magnifying glass
6. Select the Non client and click View
7. On the very bottom right – click ‘Make Client’
8. Give the client a unique ID code and OK

1. The staff maintenance screen will show with the new ID on top left– fill in the rest and click SAVE and CLOSE. IF you DO NOT click save it will not save the new ID code, any of the work and it remains a NON CLIENT.