Continue inserting data into the Trust Distributions Table until details of income from all Trusts, Managed Funds etc. are complete.
Mclowd™will calculate the Total Distribution for each column and display it at the bottom of the Table.
When you are content that all data has been correctly entered into the Trust Distributions Table and the totals are correctly displayed, click the SAVE button at lower left of the screen.
Mclowd™will display the message “You have successfully saved Trust Distribution values’’ and provide buttons for you to optionally Export to Excel, Print the table, or Download as PDF.
It is recommended that you either print a copy, export to Excel or Download a PDF copy for your Fund auditor and to retain in your Fund records.
