Create a Tax Year

Open a client, add a tax year (e.g. 2024), then add fund entries for that year’s ordinary dividend income.

Steps

1. Open the client from Clients.
2. Click Add tax year or New tax year.
3. Select or enter the tax year.
4. Save. The tax year detail page shows fund entries and export actions.

Each tax year holds fund entries, calculation summaries, and export history for that period.