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This section applies to use of tax rates for Retail Fund Performance reporting. Eagle provides a separate set of guidelines for setting up tax rates and using them in Performance Returns reports for Portfolio Performance. For details, refer to the see Performance Calculation User Guide. |
Any time a tax rate is going to change, a new record must be added. Tax rates are maintained by effective date in order to record the tax rate in effect at the time of any dividend distribution. For example, if the long-term capital gain tax rate changes from 20% to 10%, use this window to insert the new rate with the effective date of the change. In this example, the old tax rate is used for taxing distributions up until the effective date of the new rate.
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