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Report Settings: Include Non-Taxable Accounts
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose whether or not you want to include non-taxable accounts on the report. It is useful for "clearing the clutter" of extraneous data if you're looking at a report to evaluate tax consequences, such as an Income and Expense report or Realized Gains/Losses report.
To exclude non-taxable accounts, clear the Include non-taxable accounts check box.
To include non-taxable accounts, select the Include non-taxable accounts check box.
| Setting | Report Output |
|---|---|
| Include non-taxable accounts cleared |
In this example, the IRA ending in 0804 is not taxable. With the check box cleared, the non-taxable account is included in the report. |
| Include non-taxable accounts selected |
In this example, the IRA ending in 0804 is not taxable. With the check box selected, the non-taxable account is excluded from the report. |
Functionality is the same in the PDF report templates as in dynamic reports.
Holdings Reports
Transaction Reports
For more information on managing tax status of accounts, see Maintaining Accounts: The Account Settings Panel.
