The Register of Trust Relationships lists all the relationships added for a Trust.
|From the Main Toolbar, navigate to Reports|
Select Register of Trust Relationships.
CAS 360 will display the Report Filters screen.
|Report Date||Set a Date to be displayed on the report. The date will also determine the relationship information to appear on the report.|
|Label||Set a Company Label as a filter when preparing the Report.|
|Show Historical Data||Select to include previous relationships in the register.|
Select to display each company on its own separate PDF.
Select to display register of all selected companies in a single PDF.
Select one or multiple trusts, and click