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
Demi Ward
shared this idea
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Heidi McCormick
commented
This has caught me out more times than I care to remember:(
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Anna McLeod
commented
Having this problem too
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Naomi Leske
commented
I have this problem too- would be great to see it updated.
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Rachel Hall
commented
Completely agree, this needs to be changed.