Sentences with phrase «sale allocation method»

To change; click on «Change Sale Allocation Method».

If you alter the sale allocation method via the CGT report after you have synchronised sell trades to Xero, you will be presented with an option to resynchronise any transactions that have altered line item amounts (note that the total invoice value will not change but the split between capital gain and the reduction of the asset cost base may be different).

Choose your sale allocation method for each shareholding by clicking the «Change Sale Allocation Method» link at the top right hand side of the report.

The Capital Gains Tax (CGT) Report in Sharesight calculates capital gains made on shares as per the Canada Revenue Agency rules using the «Adjusted Cost Base» sale allocation method and is available on our investor and expert plans.

This means that you can alter the sale allocation methods again in the next reporting period without invalidating the CGT result for a previous period.

You can experiment with different sale allocation methods in order to optimise your CGT position.

To alter the sale allocation methods used for a previous locked period, click the current lock date that is displayed at the top of the report to reveal a list of locked reporting periods.

Refer to the Sale Allocation Methods section below for a detailed description of the different sale allocation methods available