Query

After preparing the tax return I want to change the tax agent attached to the fund. How do I change the tax agent in the tax return?

Solution

Changing the Tax Agent attached to a fund is completed in three steps:

1. Create the new Tax Agent
2. Attach the Tax Agent to the Fund
3. Update the Lodging Party in the Tax Return

1. Ensure the new tax agent is created

From the Main Toolbar, go to Settings.
Select Lodging party from the list.

Select Add New Lodging Party.

• See Adding a Lodging Party Tax Agent for more information.

2. Attach the new Tax agent to the fund

From the Main Toolbar, go to Settings.
Select Lodging party from the list.

Select the desired tax agent you want to attach.

In the popup screen, click on Entities Selector:

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

3. Update the lodging party in the Tax return.

From the Main Toolbar navigate to the Compliance menu.
Select Tax compliance.