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.
This thread is archived and the information may not be up-to-date. You can't reply to this thread.
120 views
2 replies
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
Hi @WATS
We're going to check in with our trust experts for this one. Be right back!
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.
Featured articles
20 June 2024 · 3 min read time
6 Feb 2026 · 4 min read time
24 Aug 2025 · 3 min read time