Practice Manager - Managed Fund Distribution Worksheet & Income Averaging
When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.
13
votes
![](https://secure.gravatar.com/avatar/a203e461f0d229fc8a723c385afe689b?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
-
Heidi McCormick commented
This has caught me out more times than I care to remember:(
-
Anna McLeod commented
Having this problem too
-
Naomi Leske commented
I have this problem too- would be great to see it updated.
-
Rachel Hall commented
Completely agree, this needs to be changed.