Client Setup Layout — Trust Distributions on SoCI (Desktop)

What it is: A layout setting that moves beneficiary distributions from the Statement of Changes in Trust Funds to the Statement of Comprehensive Income (SoCI) for South African trusts.

What it's for

By default, distributions linked in the working trial balance appear in the Statement of Changes in Trust Funds. Some trusts prefer to show distributions directly on the SoCI. This Client Setup option makes that change for the current client file.

This setting is only available on the Trust+ framework and applies to South African trusts.

How to do it

1. Open the relevant client file and navigate to Client Setup.
2. Select Layout in the left navigation bar.
3. Select Show Distributions on the SoCI.
4. Beneficiary distributions now appear on the SoCI instead of the Statement of Changes in Trust Funds.

Related concepts

• Annual Financial Statements

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-client-setup-layout-displaying-distributions-in-the-statement-of-comprehensive-income-soci-for-a-trust

Walkthrough: https://scribehow.com/viewer/Draftworx_Desktop_Client_Setup__Layout__Displaying_Distributions_in_the_Statement_of_Comprehensive_Income_SoCI_for_a_Trust__DX169__QZslfbm8RMyWYW-Jq7LEHw