TRT · Trust tax returns
Trust returns with distributions that reconcile.
Work the trust return and its beneficiary distribution statement together — income character, streaming amounts, credits, and each beneficiary's share stay consistent with the return they came from.
Registered Tax Agent use only. Confirm practice eligibility and lodgement authority before transmitting any return.
Step 1
Distribution statements as first-class data
Beneficiary rows carry TFNs, shares of income, franking credits and withheld amounts as structured data — not free-text — so totals reconcile against the return.
Step 2
Trust income schedules
Trust income, franked distributions, rental and capital-gains components keep their character through to the distribution statement.
Step 3
Elections in the same workspace
Family trust and interposed entity election records sit with the client group, visible during preparation and review.
Step 4
Review and sign-off
Reviewer decisions, evidence, and digital signatures stay attached to the return through to lodgement readiness. Lodgement-readiness controls, SBR transport configuration, and EVTE conformance status are visible in-product; external ATO approvals and enabled interactions are published with explicit boundaries in the Trust Center.
What is covered
- Trust tax return (TRT) editor informed by the official ATO message structures
- Structured beneficiary distribution statements with per-beneficiary shares and credits
- Family trust election and interposed entity election records
- Trust income, CGT and losses schedule patterns linked to the return
Trust tax returns: common questions
How are beneficiary distributions handled?
As structured repeating rows on the return — each beneficiary's identity, share percentages, income components and credits are validated fields that feed review and the generated declaration pack.
Are trustee obligations visible?
The return record keeps trustee details, election status and review evidence together, and deadlines appear in the practice-wide deadline tracker.