Exempt Pension Income Reconciliation Report

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The Exempt Pension Income Reconciliation Report has been added to assist you in reconciling ECPI amounts for all labels of Section B of the Annual Return. This report will provide ECPI findings for both unsegregated (Proportionate) and segregated funds. 

How to Prepare

From the Main Toolbar, go to Reports.

Select Reports.

  1. On the left-hand side of the Reports screen, Drag & Drop the Exempt Pension Reconciliation Report from the Work Paper Reports list. 

  2. Once the report has been dragged & dropped, select Options (to the right of the report).

  3. Select either Download PDF or Download Word to download the report in the format required.


Notional Gains Realised in the current year is excluded from the Net Capital Gains amount under Label A

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