Overview
The Capital Gains Reconciliation Report is located in the Work Paper Reports section
This report will detail:
- Losses available
- Capital Gains
- The application of losses and CGT discounts
- Net Capital Gains
- Net capital losses carried forward
How to prepare in Simple Invest 360
| From the Main Toolbar, navigate to Reports. |
|
| Select Reports. |
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- On the left-hand side of the Reports screen, select Work Paper Reports.
- Locate the Capital Gains Reconciliation Report and select
to add to the Report Pack List.
- Select Preview
Info
Capital Gains Tax Discount can be reconciled in the Capital Gains Reconciliation Report
Companies do not qualify for a CGT Discount, whereas Individuals and Trusts are eligible to a 50% CGT Discount.