NEW: Discretionary Trust Distributions

Hi All,

In CAS360 Version 50 we have released our new Discretionary Trust Distributions features.

Here are some details.

Discretionary Trust Distributions

We have a complete new way of preparing Discretionary Trust Distributions in CAS360

  • Now you can prepare Discretionary trusts distributions with upto 25 tax return components
  • Distributions can be based on $ amounts,% amounts or free text
  • Distributions minutes prepared for all components of the distribution with ease, and the ability to fully customise them
  • All new Distribution statements including all components of the distribution and reports
  • All of the new distributions documents are editable templates allowing you to customise them however you like

New Distributions screen

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