An unrealised capital gains (detailed) report has been added to the Investment reports section of SF360. This report is an extension of the Unrealised Capital Gains Report; displaying for each investment the:
- Cost
- Tax deferred distributions received (for application upon disposal)
- CGT Cost Base
- Market Value
- Projected Profit/Loss
- Taxable Profit/Loss under the Indexation and Discount methods
Point of Difference
The detailed unrealised capital gains report breaks down the above information on a purchase parcel by parcel basis (as opposed to an investment's entire balance).
How to Prepare
| From the Main Toolbar, go to Reports. |
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| Select Reports. |
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To download an individual report in PDF, Word or Excel format:
- On the left-hand side of the Reports screen, search for the Report.
- Select the green arrow to add the report to the Report Pack List.
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.