Lesson4: Defining Report Details     wpe7.jpg (821 bytes)   wpe8.jpg (821 bytes)

To start the Report Details window:
Press 3
(or click on the "Define Report Details" button shown below)
RepDet1.jpg (4410 bytes)

Here we define for StockTax details about the report we are about to generate!

Check the box
to add the percent profit/loss calculation and
Check the box to use the IRS report style.

The Report Detail window will look like:
wpe11.jpg (46751 bytes)

The "Summary" is checked by default and appended to the regular Report.
We have added the "Show Percent" and are requesting to produce the report in "IRS Style".

Click here for more information on the Report Detail Window.


To close Report Detail window and return to the Main StockTax window:
click on the SaveB.jpg (1128 bytes) button

StockTax reminds you what main Report Details you have selected in the main window:
wpe12.jpg (7536 bytes)