MF Capital Gains Reports

Steps for Generating LTST Reports

(1) LTST Summary Report

• Click on Reports --> LTST Reports --> Summary --> Actual Report

• Select the Financial Year of which you want to generate a report
• If you want to generate a report of a particular family member, then click on Family Member, deselect all and select the name of a Family Member of which you want to generate a report
• Click on View Report

LTST Summary report (shows the calculated capital gains and classification)

You can export this report into both PDF and Excel format.

(2) LTST Detail Report

• Click on Reports --> LTST Reports --> Detail --> Actual Report

Similarly, like LTST Summary Report

• You can Select the Financial Year of which you want to generate a report
• If you want to generate a report of a particular family member, then click on Family Member, deselect all and select the name of a Family Member of which you want to generate a report
• Click on View Report

LTST Detail report (shows the detailed calculation of amounts mentioned in the summary report)

You can export this report into both PDF and Excel format.

(3) Income Tax Report

• Click on Reports --> LTST Reports --> Detail --> Actual Report

Income Tax Report (shows the opening balance, a summary of investment transactions done during the FY, and closing balances)

You can export this report into both PDF and Excel format.