Tax calculation report

You can find the "Tax calculation report" in a holder's workspace on the "Reporting", "Income" worksheet. The "Tax calculation report" is only useful for owners.

The report analyzes the tax side of asset investments from all aspects of the flat-rate withholding tax. Tax is calculated in accordance with German law. All custody accounts for this holder are included in the calculation. The corresponding allowances and lump sums can be set in the owner properties, which you can access via the PROPERTIES command in the owner's context menu, for example, on the "Tax details" mini-tab.

You can find some details on withholding tax in the chapter Tax aspects.