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Access Tax - Capital Gains Tax (CGT) schedule exported to PDF in Access Tax

Updated this week

Export the CGT Schedule to PDF

  1. Log in to Tax.

  2. Select the client, then open the CGT Schedule.

  3. Where it displays Transfer from Capital Gains/ Managed Funds worksheets?, click into the field and select N from the dropdown menu.

    Capital Gains Tax event Yes or No
  4. Click on Save.

  5. With the CGT Schedule highlighted in the Tax Return outline, go to the Export menu, then choose Schedule.

  6. Your schedule will be exported in PDF format to your computer.

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