In order to verify and validate the information carry out the following steps. This verification is for the static permanent data on file which is needed for uploading the IT3-T and which will also improve Sky Tax Trust return filing.
1. Go to the Menu Trusts, Financials, IT3-T
Untick the Active only flag, if you want to process ALL trusts on file
otherwise
If you tagged clients as IT3-T, tick the Active only
2. Ensure the Selected Tax year, 2024
3. Click on the wheel icon at the top
Run the Generate period
4. Click on the Wheel icon at the top
Run the Verify
5. Click the filter icon and select
Trust with data errors
6. Print the report
Screens
Ensure you have active or not active ticked.
Generate the period with the correct year.
Run the Verify Info and the screen will look like this. Notice that all the connections have been created on the Connection Tab.
Notice that the year line has a hazard sign on the end. Right click on the word Contents and the missing data will show as follows. A left click will give you the data that will be submitted to SARS.
The errors listed below will be an indication of what has to be filled in.
The data that is going to be filed is indicated below. It is in the form that it will be uploaded.
