CGT Register Report

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See also: The CGT Register screen provides additional CGT information for investment parcels, including CGT Relief!

The CGT Register Report displays the cost base history of investment accounts recorded during the reporting period including cost base adjustments, purchases, disposals and tax deferred amounts.

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:

  1. On the left hand side of the Reports screen, Drag & Drop the CGT Register report from the Investment Reports list.

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

  3. Select either Download PDFDownload Word or Download Excel

You can also add this report to a Report Pack. See Reports for instructions. 

 

The CGT register report is designed to display the cost base history that has occurred during the current reporting period. To view this history for multiple periods, select Custom Dates in the Reports screen. See below for more information.

How to change the Reporting Period to a Custom Period


 

From the Main Toolbar, go to Reports.

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Select Reports.

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  1. Under reporting dates, click the drop down menu to select Custom Dates.

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  2. Once Custom Dates has been selected, edit the Start date and End Date to the desired period.

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