CGA Tax Summary
The CGA Taxation Summary reports how the annuity payments made by each gift annuity will be taxed in each year of the annuity. It also provides the total capital gain and total tax-free income each annuity may distribute.
This report is designed to let you review or analyze the annuity taxation information stored for a specific group of gift annuities within GiftWrap, such as all gift annuities funded during a specific year.
To produce the report:
1. Click 1099 Tax > CGA Tax Summary in the Menu Bar.
2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field.
3. Click OK to view the report.
4. Do the following, as needed:
5. Click 
on the report page to close the report.
Notes:
· If you enter a range of gift dates as selection criteria for the CGA Taxation Summary report, only gifts with a gift date within the range will be included in the report.