Register of Trust Relationships

  • Updated

Overview

The Register of Trust Relationships lists all the relationships added for a Trust.

Instructions

From the Main Toolbar, navigate to Reports mceclip0.png

Select Register of Trust Relationships.

CAS 360 will display the Report Filters screen.

Report Filters Explanation
Report Date Set a Date to be displayed on the report. The date will also determine the relationship information to appear on the report.
Label Set a Company Label as a filter when preparing the Report.
Show Historical Data Select mceclip3.png to include previous relationships in the register.
Download Options

Select mceclip1.png to display each company on its own separate PDF.

Select mceclip4.png to display register of all selected companies in a single PDF.

Select one or multiple trusts, and click Snap1.png

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