Exclude holding from Capital Gains Tax Report

Reporting & tax
1

Is it possible to exclude a holding from the Capital Gains Tax Report? Thank you.

1 Like
2

I need to know this too. Each deposit/withdrawal transaction on my bank interest accounts are included on the CGT report. It doesn’t have any capital effect, just takes up lots of space and makes the report confusing to read. ie. it should not be on there in the first place.

3

Hi there,
If your holding has a “Sell trade” on it as of 1 Jan 2023 (for example) , the CGT report will include this holding if the date range set on the report includes the above sell trade date. And you cannot exclude this holding from the report, unless you remove the sell trade.
Please reach out to us at support@sharesight.co.nz if you require further help.

Thanks