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How to manage InvITs and REITs - Dividend, Income & Return of capital in MProfit ?

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  • How to manage InvITs and REITs - Dividend, Income & Return of capital in MProfit ?

    InvITs and REITs can be managed under Stocks category in MProfit.

    Capital gains will be computed based on FIFO as equity.

    To manage Dividend income please follow the steps below:

    1. From Summary screen, right click on the asset select Add income for Asset.

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    2. Select the Transaction Type as Dividend Payout.

    Choose Date, Enter Amount, TDS (if applicable) and click on Save.

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    Similarly you can manage Interest income as Other Income.

    Choose Date, Enter Amount, TDS (if applicable) and click on Save.

    Select the Transaction Type as Other Income.


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    To manage Return of Capital please follow the steps below:


    Return of Capital is managed as demerger entry by reducing the amount of investment equivalent to return of capital.

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    1. From summary screen, right click on asset and go to Other Transactions > Add Stock D'Merger Details

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    2. Reduce the amount and click on Save.

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    3. You will get a prompt, click on Ignore and save the transaction.

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    On summary scree, you will see that the capital is reduced from 4,80,000 to 4,50,000.

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