TAX ENTITY

Within the tax entity the realized gain method can be selected.

TAX AGGREGATE ALLOCATION

The net aggregate account is calculated & realized allocated accordingly.

TAX BASIS REPORT

The tax basis is used to determine the net aggregate account.

REALIZED GAIN IMPORT

Penny allows you to import your realized gains from almost any system.

CONTACT US

For more information, visit our website:

http://www.pennyitworks.com

or call us at: (914) 358-0016