Introduction
The Div 296 Cost Base Analysis report details your investments held and their current cost bases. It also displays the calculated unrealised gains and losses.
Navigation
| Navigate to Reports from the Main toolbar on the left side | |
| Further, select the Reports section |
Instruction
1. Search for Div 296 Cost Base Analysis using the Search Report bar. Alternatively, locate the report under Investment Reports.
2. Add the Div 296 Cost Base Analysis to Report Pack by selecting the Add To Pack arrow.
3. Once the report has been added, select Settings (to the right of the report).
The investments can be sorted by asset name, asset code or asset type. Users can choose to have the footnote included in the report. Click Save.
4. Select either Download PDF, Download Excel or Download Word.
You can also add these reports to a Report Pack. See Reports for instructions.