Accessing Trust Referencer

Trust Referencer is a static tool used to access the most up-to-date information on Trust tax treatments to ensure you give your clients the right advice.

To access your Trust Referencer, first make sure you have an active subscription, the correct permissions and log into the Dashboard.

Once on the Dahsboard, you should see your subscribed products on the second half of the screen. Select Trust Referencer to open the tool.

• Related Articles

• Using Trust Referencer

  Once you have opened Trust Referencer, you will be greeted with the below screen: Here you can select trust information on the left, then review the tabs on the left for Gloassaries and Tax information. If you click the 'Download Report' button, it ...