What’s the best way to look after ETF tax matters? Individually insert all the figures when the funds send out their Annual Tax Statements for each ETF or wait till Sharesight provide the AMIT statement and just click on the button and off you go?
So we get the components from the providers usually around mid-late September. You can always fill in the components earlier as per your statement once received. If you are doing this, your inputs will remain the same once saved, we won’t override once we upload the components.