Query

When preparing tax return and TBAR lodgments, I receive the following message:

No lodging party has been attached to this fund. Please setup the Lodging Party from the Settings screen.

Solution

1. Ensure a tax agent is created

Select Add New Lodging Party

See Adding a Lodging Party Tax Agent for more information.

2. Ensure the Tax agent is attached to the fund

Click on the desired tax agent:

In the popup screen, click on

Select the funds from the list, moving them to the "Assigned entities" section. Once finished, click Save:

3. Once the tax agent is added and attached to the fund, update the lodging party in the Tax return.