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One-page report for tax harvesting.

Please prepare a one-page report for all clients so that we can identify those who have the opportunity to make long-term profits and take advantage of the 1 lakh tax benefit.

2 people like this idea

This would be a great feature! I second this idea.

Most useful for those clients which are looking for tax saving and those advisors and platform which provides this feature will be having added benefits. Zerodha provide this feature and few of my client also asked. One to one client report is available from capital gain unrealised but single report for all clients can be of great help.
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