Tax Status

Tax status is stored on the Account Information Details Screen.  It is designed so you can select all accounts with a particular status from a drop down list maintained by the the system.  These are general tax status and are not designed to be specific, but if you want one added , please request it from cms@climark.com.

Examples:

Taxable

Non-taxable

Tax Deferred

Gains Only

Unknown

You can use the Investment Selections Report to search on Tax Status.