Skip to navigation Skip to content

Coding the Trust/Company Attribution (TRA) screen 043-04030070

Expand/Collapse all sectionsExpand all


For Complex Assessment Officer (CAO) use.

Coding the TRA screen - example

This example details how to code the Trust/Company Attribution (TRA) screen, including coding genuine investor.

The below screenshot shows:

  • $30,000 of the company's assets attributed to genuine investor, Investor One (CRN 111222333A)
  • The remaining assets ($100,000) attributed equally to the 2 controllers:
    • Controller One (CRN 444555666B) and
    • Controller Two (CRN 777888999C)

See TRA screenshot.