QUANT IX SOFTWARE - Tax Decision Making and Preparation

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For some investors, organizing investment records for use in preparing income taxes can be an anxiety-ridden nightmare. All those trade confirms to deal with, the income checks, figuring out gains and losses, performance - Whoa... where to start! Luckily, the BetterInvesting™ Portfolio Manager dramatically improves your portfolio management and investment record keeping, making income tax filing a breeze. Once organized, you'll have the tax records and information in place to make smarter decisions.

The various links below illustrate some of the tax record keeping and reporting tools in Portfolio Manager that improve your decision-making, while also saving you time and money when preparing your taxes. Click on a thumbnail to learn more.

	Income Entry Screen Use this screen to record investment income, cash distributions, capital gain distributions, and dividend reinvestments (DRIPs).
	Income Reinvestment Screen When the investment income received is reinvested back into the same asset, this screen is used to create a new purchase lot reflecting the reinvestment.
	Sale Entry Screen Use this screen to enter necessary IRS filing information for security sale activity.
	Sale Application Screen As part of the sale process, users can allocate the sold quantity of the asset using IRS approved methods First In First Out, Specific Identification, or Average Cost.
The links provided below will open a PDF file which requires that you have Adobe Acrobat Reader installed. If you don't have Acrobat Reader installed you can download it for free here. The visual quality of the file can be dependent on your systems monitor or display setting. After opening the file, use the Print option in Acrobat Reader to print the report.
	Income Report The Income Received Report shows investment income and capital gain distributions received by securities in a portfolio, and will be appreciated the next time you organize your records for tax preparation. The report is also very helpful for analyzing portfolio income flows, thoroughly showing which assets are providing you with current income.
	Sold Report Portfolio Manager’s Sold Securities Report compiles important information regarding the sales of securities for a given portfolio, providing realized capital gain and loss information. Organized to clearly summarize sales activity for the period selected, this report helps users also plan future sales armed with the knowledge of gains that have already been realized in the current tax year for the portfolio.