Report on grandfathering and flat-rate withholding tax

You can find the "Portfolio protection and withholding tax" report, for example, in the workspace of a portfolio on the "Reporting", "Income", "Portfolio protection" worksheet.

The "Report on grandfathering and withholding tax" provides a detailed overview of all grandfathered items and all aspects of the holder's withholding tax. The report contains the data for the individual securities account items and transactions.

The values in the "Report on grandfathering and flat-rate withholding tax" largely correspond to those in the tabular analysis of the same name. Please refer to the section Grandfathering and flat-rate withholding taxfor details.

Read in the section Setting the report parametershow to display and modify the parameters of the "Report grandfathering and withholding tax".