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How to set CGT, WHT, and broker commission settings

How to configure tax and commission settings that affect calculations and transaction entry.

Common symptoms

  • Auto-calculated CGT or WHT does not match your expectation.
  • Broker charges need to follow your commission tiers.
  • You changed filer status or tax settings.

What to try first

  1. 1Open Settings.
  2. 2Use CGT Setting to set the capital gains tax rate for the relevant filer status.
  3. 3Use WHT Settings to configure dividend withholding tax.
  4. 4Use Broker Commission to configure commission tiers for a portfolio.
  5. 5Add, edit, or remove commission tiers, then save the settings.
  6. 6After changing these settings, review new transaction entries before saving.
  7. 7For old transactions, edit the affected entries if you need stored values to match updated settings.

When opening a ticket

  • Send the portfolio name, filer status, rate/tier settings, affected transaction, and expected value if calculations still differ.
  • Attach an Excel export if the issue affects several entries.

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