Introduction to the ProLinkAIM Fund-Level Benefits Schedule

The Benefits Schedule screen displays the Tax Credits and Income/(Losses) for the fund and specific investors on the fund. Benefits are calculated based on a number of conditions, some of which may be unique for a specific tax credit type.

This screen displays the summation of the Tax Credit Benefits and Income/(Losses) from the lower tier deals that the fund owns. Benefits are displayed in separate grids, one for each tax credit type. You can filter the screen to view annual or quarterly values as well as view benefits at the fund level or for the individual owners of the fund.

When you access the Benefits Schedule for the first time, the screen might be blank. You will need to calculate the benefits to populate the benefits grids. See additional detail on this process: Calculate Benefits from the Lower Tier Deals and Calculate Benefits from the Lower Tier Deals.