How should I start using the Bank Transactions for Trusts Worksheet?

Andrew Skujins -

Please ensure that the following are correctly specified:
  • The tax year ended
  • The opening bank balance (e.g. closing balance from previous file, or nil)
  • Record activities by specifying transaction date, and allocating the amount into the appropriate column(s)
We recommend using one line for each transaction, though alternatives are supported
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