CGT Relief Letter and Minute - Non Election

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Overview


Confirm and acknowledge the fund has not applied CGT Relief via the CGT Relief Letter and Minute - Non Election.

Note: 

  • A Member and Trustee must be selected prior to the documents being produced (see below).

How to Prepare


From the Main Toolbar, go to Reports.

Select Reports.

 

  1. From the Reports screen, under the Letters/Minutes section, drag and drop the CGT Relief Letter/Minute - Non Election to the landing page.



  2. Select Options | Settings. This step will need to be completed for each document if you are preparing both forms together.


     

  3. Complete the options for the Letter and Minute (complete this step for each document).

     

  4. Select OK. Select Preview Reports to view.  These documents can also form part of a Report Pack. Refer to Reports.
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