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Distributions and reporting

Annual tax summary for a client

A yearly overview of distributions, acquisitions, disposals and holdings that a client can hand to their tax adviser.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Create one

  1. Open the client and choose Data, then Annual tax summary.
  2. Choose the year, and whether to share it with the client in their portal.
  3. Choose Create summary.

The PDF is written in the client's language and filed on the client under the tax documents for that year. Creating it again replaces the earlier one.

What it contains

  • Distributions received in the year, with totals by type and currency, including withholding.
  • Fractions acquired and disposed of, with amounts.
  • Holdings and their values at year end.

Important: The summary is information, not tax advice, and it says so. It does not compute gains on disposals, because the ledger does not record the seller's cost at the time of sale. It is not tailored to any country's tax forms.

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