Generate a tax statement for a syndicate/fund for a selected date range and for selected investors, preview and send.
- In the main Menu click on {Syndicates}>{Tax Statements} to open the Tax Statements window.
- Syndicate - select from the drop down list of available syndicates or investments.
- Date Range - select or enter the date range applicable.
- Template - select the template.
- Investment - select the investor from the list of investors.
- [Preview] - click to prepare the preview of the PDF document that the investor will receive to check correct completion of the merge fields.
- Example preview with completed merge fields.
- Click [Send] to preview the email to be sent to the investor.
- Subject - edit, if required, the prefilled Subject field.
- Edit your previously prepared email template to personalise if necessary.
- [Send] - click to send the email with the attached Tax Invoice to the investor..
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