How to generate a Capital Gains statement?
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Modified on: Sat, 8 Jul, 2023 at 4:36 PM
The capital gains report shows the profits or losses that a client gets when the Mutual Fund units are sold.
Step 1
Select the client and click on Holdings on the client panel.
Step 2
On the Holdings section, click on Reports.
Step 3
Click on Capital Gains on the reports tab.
Step 4
On the Capital gains report tab, Select the Financial year then click on Include External Holding (Optional) and Select the Format Type.
You can either download the statement or mail it directly to the client.
A sample of the capital gains report is attached below for reference.
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