Q. How do I see the tax that has been calculated on the savings interest?


A. If you click any bar of the Let's See chart, click Detailed Info, and click the Investments tab, you should see alongside the account's annual EOY balance an annual Tax figure, positioned next to Growth Rate.

This tax should also be accounted for on the Taxes tab of the chart details, under your client's Personal Tax Summary, where it will be listed as Investment Income and calculated into your client's overall annual taxes.