Is there a way to automatize/customize the recording for my needs in Sharesight? Now I have to change several fields and make some calculations to reflect the correct Tax deduction (living in Switzerland).
Hi @binfch, if you set the correct foreign withholding tax amount (15%) under the Holding Settings, all future dividends should provide the correct calculation. Let me know if you need any further help on this.
Note: There are a duplicate dividends for IBM’s Dec payments, can you delete one of that please. Thanks.