Reports

From Timetotrade

You can use the Reports tab, which is located in the Accounts tab section, to generate reports that show the income/expenditure for a ledger, investment transactions, unit transactions. For those part of an investment club you can create tax Form 185(new) for your club members.

To generate a report, first set the 'start date' and 'end date' for the period that you would like to generate a report for, as illustrated in the following.

Further Reading

• Private Investor User Manual table of contents
• Investment Club User Manual table of contents

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