Capital gains taxes in Advizr are calculated using Turnover Radio and Capital Gains Ratio
Turnover Ratio: percent of an account that is realized and taxed annually.
Capital Gains Ratio: percent of the portfolio taxed at long term capital gains rates rather than ordinary income.
To illustrate these concepts, an account worth $1,000,000 with a 5% turnover ratio and a 25% capital gains ratio would be taxed as follows: ($1,000,000 * 5%) = $50,000 of taxes of which 25% would be taxed at long term capital gains rates and the rest at the client's ordinary income rate.
Capital gains taxes are not displayed on the balance sheet as their own data point but you can calculate them by comparing an account's prior year ending balance + current year earnings + current year contributions – current year distributions to the current year ending balance. Any difference in the math is due to capital gains taxes.
Tip: If you want an account to be taxed at only long term capital gains rates, after you set your Turnover Ratio, set the Capital Gains Ratio to 100%.