Allocate deductions to beneficiaries

  1. Select the
    Schedule
    folder, then select the
    A-L
    tab.
  2. Select a ratio in the
    Bene / Ratio
    column in the statement dialogs for the Expenses and Debts and Losses sections to allocate deductions to beneficiaries.
  3. You can only print 1 item per line. If an item has more than 1 value, the application combines the values.
    Example
    : Item 1 on Schedule A has 2 parts. The 1st part is the value of the rental property; the 2nd part is the rent receivable at death. These amounts will be combined on Schedule M.
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