The taxable value is displayed directly in each stakeholder’s portfolio, helping shareholders and incentive holders understand the taxable basis of their shares for reporting or compliance purposes (in certain jurisdictions only).

You can add a taxable value from the valuation page by clicking “Add taxable value” in the top right corner.

Once you click “Add taxable value”, begin by entering the taxable value per share.
This number will be displayed in all stakeholders’ portfolios and used for their tax reference.

Choose the tax year to which this taxable value applies (for example, 2024 or 2025).
This ensures the correct value is shown in all equity summaries and stakeholder portfolios.

Add a short description explaining the context, such as:

This helps both internal managers and shareholders understand the basis of the value.

Before saving, you can activate the option to notify all stakeholders by email.
If selected, shareholders and incentive holders will receive an email summarizing the new taxable value.

You can upload any documents linked to the taxable value, such as:

These documents will be available directly in the valuation history for transparency and compliance.

Finish by clicking the validation button.
The taxable value will be added to your history and automatically displayed in each stakeholder’s portfolio.

Adding a taxable value in Unlisted ensures full transparency and accuracy for tax reporting across your shareholder base.

With options to document the event and notify stakeholders, you can keep everyone informed while maintaining a clean and compliant financial history.