Combined Taxable Income Report

New feature ideas
1

Combined Taxable Income Report.
For simplicity rather than manually doing 3 reports and then reformatting in XL.
Welcome any feedback.

2

Thanks for the feedback @Kylie . I assume you want a combined report because all the portfolios belongs to the same tax entity. Is there any specific reason you don’t want to combine them in a single portfolio?

3

Hey @RickyYeo , yes they are all the same entity with the exception of one that is a split ownership. The accts have different hins and use cases so are kept seperate.