All ideas

Separate Gross Cash Distribution from AMIT 13U Mapping

Currently, when updating AMIT/AMMA values in the ATO MyTax → Component Returns (e.g. setting 13U to match AMMA), the Trust Income table updates and overwrites the total dividends shown. This causes a mismatch: Actual gross cash distributions (dividends paid into the bank account) no longer display correctly. AMIT/AMMA field values (like 13U) are correct for tax reporting, but tracking of real dividend income history is lost. Proposed Solution: Add a separate Gross Cash Distribution field within the Trust Income/Component Returns workflow. Gross Cash Distribution would reflect the actual dividends received and remain consistent with the Income tab. 13U and other AMIT fields would remain aligned to the AMMA statement purely for tax reporting. This separation would ensure both: Accurate dividend history tracking in Navexa. Proper ATO MyTax mapping based on AMIT/AMMA statements. Benefit: Users can maintain a clear record of their true dividend income while also ensuring their ATO tax reporting is compliant with AMIT/AMMA statements.