Loading
This thread is archived and the information may not be up-to-date. You can't reply to this thread.
WATS(Newbie)Registered Tax Professional
12 Mar 2025

I am completing a Unit Trust Tax Return. The profit is to be distributed to a tax exempt charity. What is the correct entity set up code and assessment calculation code in the Beneficiary statement that I use? Or is it not reported in a beneficiary statement and elsewhere in the Trust tax return.

120 views
2 replies
120 views
2 replies

Most helpful response

Most helpful reply

AriATO(Community Support)Community Support
3 Apr 2025

Hi @WATS


Sorry about the delay!


Looks like we need some more info about to work out the correct code or if its reported.


Turns out it's best if you send us a secure mail message via OSFA or get in touch for tailored advice.

All replies

Most helpful reply

AriATO(Community Support)Community Support
3 Apr 2025

Hi @WATS


Sorry about the delay!


Looks like we need some more info about to work out the correct code or if its reported.


Turns out it's best if you send us a secure mail message via OSFA or get in touch for tailored advice.

Loading
Assessment Calculation Code for a Charity beneficary of a unit trust | ATO Community