Client List

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The Client List report is accessed via Maintenance > CGT and Dividend Scheduling > Portfolios > Portfolio List and you can either report on a specific Fiscal Year or all Fiscal Years.

Client List Report Details

The report will provide a listing of the following details:

  • Last Name
  • First Name
  • Client Code
  • Report Heading
  • Portfolio Reference
  • Portfolio Period
  • Proof/Final Status


In situations where you are using the Tax Planning reports the Client List will be a useful aid in identifying Clients that have not yet been processed for a given Fiscal Year.


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