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

1. Ensure the new tax agent is created

Select Add New Lodging Party

See Adding a Lodging Party Tax Agent for more information.

2. Attach the new Tax agent 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.