Tax Entity
Within the tax entity, the realized gain method can be selected.
Tax Aggregate Allocation
The net aggregate account is calculated – realized allocated accordingly.
Tax Basis Report
The tax basis is used to determine the net aggregate account.
Realized Gain Import
Import realized gains from almost any system
Taxes - Aggregate
- Imports: import data from any trading system, then allocate realized gains to investors.
- Netting: use either partial or full netting methods.
- Estimates: aggregate allocations are available in tax adjustments for washsales, etc.
