Part Year Actuarial

Lisa Whitburn

• 01 August 2023 03:29

Preparing accounts up to 3 August part year as one of the members is looking at taking his account and leaving the fund. The fund is 100% pension. I have put in the actuarial but upon create entries to 3 August it is not applying the actuarial and treating the fund as fully taxable.

any suggestions around this

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  Christopher Banks

  • 02 August 2023 02:32

  Hi Lisa,

  Thank you for reaching out to us.

  With this, I recommend logging a support call for the actuarial percentage not applying when creating entries, as the system should still be applying the percentage to the create entries period, regardless of whether it is to the end of the year or to the 3rd of August. 

  Thank you for the question and I hope the above answers your question.

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