When the "Set" button next to the "Tax Schedule" edit box on the portfolioInputBox is clicked, the taxRateScheduleSelectionBox is displayed.
Highlight the desired taxRateSchedule and click "OK" to have this datum posted to the portfolioInputBox.
If none of the available taxRateSchedules are suitable for the account being defined, please contact the administrator. A custom schedule will be set up to your specifications.
Important: As of July, 2005, parameterization of non-taxable attributes had not been completed. Therefore, while HIMIPref™ will be able to calculate attributes for the issues in the universe, the valuation of these measures (and hence, the trades indicated when applying the valuation), cannot be considered reliable.