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An issue has been identified in Reckon APS Tax 2019.1.0 where in some instances there may be missing beneficiary distribution details when re-opening the tax return. This information was not being distributed correctly and subsequently may not have been reported correctly to the ATO.

The Beneficiary Distribution Analyser utility is now available to identify which beneficiaries may be affected. The utility will interrogate the Trust or Partnership returns and locate the beneficiary returns that needs to be investigated. After analysing the beneficiary returns, the utility will report on any beneficiaries that may contain missing data. It is recommended that those returns reported with missing data be reviewed.

Link to the utility