Overview
The Exempt Pension Income Reconciliation Report has been added to assist you in reconciling ECPI amounts for all labels of Section B of the Annual Return. This report will provide ECPI findings for both unsegregated (Proportionate) and segregated funds.
How to Prepare
| From the Main Toolbar, go to Reports. |
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| Select Reports. |
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- On the left-hand side of the Reports screen, search for the Report.
- Select the green arrow to add the report to the Report Pack List.
- Select either Download PDF or Download Word to download the report in the format required.
Example
Notional Gains Realised in the current year is excluded from the Net Capital Gains amount under Label A