Reporting

General

• Annual Tax Statement
• Custom Report Titles
• Custom Reports
• Declaration of Distribution Resolution
• Dividend Statement Report
• Dividends Paid Minute

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Work Paper Reports

• Beneficiary Distribution Summary
• Capital Gains Reconciliation Report
• Tax Reconciliation Report
• Tax Reconciliation Summary Report
• Trust Income Schedule Reconciliation

Financial Reports

• Appropriation Statement
• Detailed Operating Statement
• Detailed Statement of Financial Position
• How do I change what is included in the Notes to the Financial Statements?
• How to prepare General Purpose Notes to the Financial Statements
• Operating Statement

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Investment Reports

• Asset Allocation Pie Chart
• Asset Allocation Report
• Declaration of Dividends Resolution
• Defensive vs Growth Asset Allocation Pie Chart
• Directors' Report
• Portfolio Progress Report

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