Overview

Confirm and acknowledge the fund has not applied CGT Relief via the CGT Relief Letter and Minute - Non Election.

Note: 

• A Member and Trustee must be selected prior to the documents being produced (see below).

How to Prepare

1. On the left-hand side of the Reports screen, search for the Report.

2. Select the green arrow to add the report to the Report Pack List. 

3. Select Settings. This step will need to be completed for each document if you are preparing both forms together.

4. Complete the options for the Letter and Minute (complete this step for each document).

5. Select OK. Select Preview Reports to view.  These documents can also form part of a Report Pack. Refer to Reports.