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My tax report
My tax report

All about the tax report

10 articles
Graphic report balanceInterpreting the report balance
Correcting an overall portfolio valueHow to identify the problem of overvaluation
Tax returns for previous yearsBefore 2022
Generate reports from previous yearsHow do I retrieve my documents generated by Waltio for past years?
Unlimited tax report generationPerform multiple analyses of your transactions
Tax-loss harvesting strategy tutorialHow to implement a tax-harvesting strategy on Waltio

Documents


Documents provided by Waltio4 Documents and forms
Schedule of Annual Capital Gains ReturnUnderstanding your annual capital gains schedule
The Bookpink LedgerUnderstanding and reading your Bookpink Ledger
Stock sheetUnderstanding and reading your stock sheet
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