Adding Trusts into CAS 360 has never been easier!
Introducing to you the Trust Import Spreadsheet Template. This template allows you to quickly enter your trusts into CAS 360 with its straightforward and ease of use design.
And what's better, the template can be found directly in your CAS 360.
Navigation
| From the Main toolbar navigate to Trust |  |
To add a Trust in CAS 360, Click:
and select Download Trust Import Template
CAS 360 will now download a copy of the template.
In the template, simply enter trust details. You can enter the details for as many trusts as you want.
Also, don't miss the tabs at the bottom of the template. You have the ability to add further trust information such as beneficiaries, unitholders and other trust relationships.
Instructions: |
|||||
| 1) | In Trust tab, all fields marked in red are mandatory. | ||||
| 2) | In Trust tab, country is only needed in the address if not the same as the jurisdiciton. | ||||
| 3) | In the Beneficiaries, Unitholders and Relationships tabs, every contact must have a contact "Type" | ||||
| 4) | In the Beneficiaries, Unitholders and Relationships tabs, if the contact type is "Company" or "Other Entity", please enter the name only in the First Name field. | ||||
| 5) | In the Beneficiaries, Unitholders and Relationships tabs, every contact must have an address. | ||||
| 6) | If Unitholders tab is used then unit type information must be filled in for every Unitholder. | ||||
| 7) | For every Trust there must be a Trustee or the trust cannot be added | ||||
Once you have completed the spreadsheet, please Log a support call via CAS 360 and attach the template. We will do the rest!!