The member passed away during the financial year, however, the financial report does not show "The Late" as the title to this member. How do I resolve this issue?
Navigate to Fund Level > Members > Browse Members
- Click on the deceased member
- From the pop-up screen, update the Title
- Enter the Date of Death
- Remove the member's role of corporate trustee, director or individual trustee.
Refer to this article Removing a member from the fund for more information
It is unnecessary to enter the member leave fund date as this is for a member who voluntarily leaves the fund and takes money out with him/her.
Make sure Tax Return has been finalised before updating the title to avoid validation errors.