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nz tax

Questions on using, creating, or understanding data in Fund Manager reports.

Postby alpappy » Fri May 17, 2019 5:18 pm

HI To calculate my tax in nz I need to do the following calculation
(closing market value of shares held + total sales proceeds + dividends received) - (opening market value of shares held + total value of purchases).

Do any of the setting in reporting mode caover this
Gain btw looks similar
If not can you add a formula to do this
thanks
alan
alpappy
 
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Postby Mark » Fri May 17, 2019 5:24 pm

Hi alan,

There isn't a field that calculates exactly this. You'd have to use a Custom report, and get each component, and do the math yourself, or create a user-defined field in the Professional/Advisor versions.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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