Capital Gains Report

You can download the Capital Gains Report from your Goalwise Dashboard under Reports section on the top left menu. 

This report has all the information that you need to show while filing Income tax returns. 

Taxes on Mutual fund gains are applicable only at the time of withdrawal. So if your capital gains report does not have any entry then that is most probably because you have not made any withdrawal in that FY through Goalwise.

To check the tax applicability, you can click here


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