Workflow Guide
C
Workflow GuideTax Reporting
How to Connect CAPTRUST for Tax Reporting
Generate cost basis reports, capital gains summaries, and transaction exports for tax filing workflows.
Implementation steps
- 1
Confirm all relevant accounts are connected and synced through the current tax year.
- 2
Review cost basis calculations (FIFO) and flag wash sale adjustments where applicable.
- 3
Export transaction summaries and gain/loss reports for tax filing or advisor handoff.
Required evidence
- Cost basis calculation (FIFO)
- Capital gains and loss summaries
- Transaction export for tax filing
CAPTRUST-specific considerations
- Monitor CAPTRUST balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review CAPTRUST with real trend lines, balances, and history instead of checking CAPTRUST in isolation or rebuilding the same context each week.
- Compare CAPTRUST with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from CAPTRUST changed liquidity, diversification, or total net worth across your broader financial picture.