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Here’s how adviceforinvestors.com will help you master your capital gains tax form

      The key to minimizing the tax you pay on capital gains is to know where you stand before you make a transaction. adviceforinvestors.com, Canada’s wealth-building tool without equal, puts all the information you need right at your fingertips. The site’s Tax Information section is designed to continuously perform your tax calculations for you, keeping an accurate, up-to-date record that will make completing your Schedule 3 capital gains form a breeze.

      Of course, you must also pay taxes on dividends, Dividend Re-Investment Plans, income and U.S. investments. adviceforinvestors.com calculates all of these for you as well. Long before April 30, you have all of these crucial figures, saving you time and anxiety.

      adviceforinvestors.com accurately calculates your investments in the three capital gains reporting periods, leaving you with one figure to enter on your tax form. Plus you also get a complete breakdown of your taxable income and expenses. In short, it gives you all the important figures you need to do your taxes quickly and easily.

      Just follow these four simple steps to get started:

      First, log in at the adviceforinvestors.com home page. The site will take you to its Stocks section. Click on the Portfolio label on the uppermost toolbar.

      Next, select the portfolio you require tax information on from the list on the left side of the screen. Click on it, and up comes the desired portfolio, complete with a pie chart indicating how your stocks have fared that day. With adviceforinvestors.com, you may have as many as five portfolios. The Web site tracks all of them for you.

      At the bottom of the page you will find a detailed list of the stocks in your portfolio along with updated performance statistics. Click on the drop-down menu above the list and select Tax Information. Then click View.

      Third, at the top of the screen, you will see a table outlining your capital gains for the year. Both the total capital gain/loss and the final taxable amount are displayed as well as any future inclusion rate of blended capital gains, if necessary (such as in 2000 when there were three separate capital gains periods). Plus, your other taxable assets, such as income, dividends, DRIPs and U.S. investments are also fully calculated for the entire year.

      Provided that you have entered all of your transaction information correctly, this will be a perfectly accurate "snapshot" of your capital gains tax situation. There’s no guesswork.

      To see the capital gains status on all your stocks, simply scroll down to the bottom of the screen. There you will find a detailed picture of your portfolio, including the capital gains/losses you would experience if you were to sell a particular stock.

      Lastly, on the right side of the screen is the convenient Tax Calculator, which tells you what your capital gains/losses would be if you were to sell any quantity of a particular stock. Enter the symbol and the number of shares to be sold and click Submit. Instantly, the calculator returns your capital gain/loss estimate. With adviceforinvestors.com, you always know your tax situation before you sell.

      If you’re not already a subscriber, you can try adviceforinvestors.com right away for less than $1 a week! Simply CLICK HERE to find out about a no-risk 5-week trial subscription for only $4.37. When you subscribe online, you'll have instant access to the wealth-building tools of adviceforinvestors.com.

 

 

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