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Include Income
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to show or hide income from the Income and Expenses report. When you select this check box, Tamarac Reporting will add the following income data to the report:
Trailing 10 Years Summary
Dividends: Tax Free
Dividends: Federal Taxable/State Taxable
Short-Term Capital Gains Distributions
You might choose to use this setting if you want a report that only examines income with specific tax implications. For example, you can create different versions of the report to display to differently taxed income types.
To hide the income data, clear the Include income check box. If you clear this check box, the Include expenses check box is automatically selected.
For example, you might use this option to evaluate only expenses without the distraction of income data.
To see the income data, select the Include income check box.
When you select Include income, the report provides a summary of income for the selected date period, followed by a row of links to the data for each income type. The links available will vary depending on what kind of income was received for that account or group.
Clicking these links displays the applicable data in the report area below.
When you select the Include income check box on the Income and Expenses report, the following settings appear.
This setting allows you to determine the default order in which the data is displayed.
For more information about sorting, see Sort First By/Then By.
This setting allows you to choose to either roll up all the instances of income from a security into one line item, or display each instance as individual line items.
For more information, see Show Detail.
These settings allow you to include or exclude short-term capital gains distributions, long-term capital gains distributions, or return of principal payments on the report.
For more information, see:
You can use the Available/Selected columns to choose what columns appear on the table of transactions.
For more information, see Available/Selected Columns.
Functionality is the same in the PDF report templates as in dynamic reports.
Transaction Reports
The following settings interacts with this option: