AMIT statements from ETFs are entered through the taxable income report, but now that report is not available for free plan users. Is there another way, or a plan to address this?
Hi Sharesight, any comment on this?
Entering the AMIT figures via the income report always seemed kinda weird.
Hi @hmof Sharesight will automatically update the AMIT component details for ETFs relating to the previous tax year in early September.
You can also update these components manually by opening the payout from the Holdings page.
Unfortunately in my experience the pre-filled figures in Sharesight never match the Vanguard statements.
I couldn’t find anywhere on the holding page that leads to a place where you can edit the AMIT component details. Could you be more specific, please?
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