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Problem

Settlor details added to a 2022 Trust return are not appearing in the rolled over 2023 return.

2022 Trust return showing settlor details:

The same return showing one single beneficiary:

The above return was rolled over. In the 2023 return, no Settlor details appear:

And the Beneficiary tab now shows an additional beneficiary - with the settlor details from the 2022 return:

Solution

This is under investigation by our development team with reference ANT-1526. Please review all future release notes for a fix to this issue. 

Workaround

Manually add the relevant settlor details to the 2023 return.

 

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