Free Demo
₹0
- One fixed-number case per level
- Full guided walkthrough
Fund tax teams handle dividend designations and excise tax rules that are rarely taught in college. This simulator gives guided practice on them.
A simulator for US regulated investment companies (mutual funds and ETFs): investment company taxable income, the dividends paid deduction, dividend designations and the RIC qualification tests.
Who It Is For
- Fund tax and fund administration teams
- Staff in asset-management GCCs
Skills You Build
Investment Company Taxable IncomeDividends Paid DeductionDividend DesignationsExcise TaxIncome and Diversification TestsRetained Capital Gains
What You Learn
BasicInvestment company taxable income, the dividends paid deduction, the 90% test, capital gain, qualified and §199A dividends.
IntermediateDecember and spillback dividends, the 4% excise tax, exempt-interest dividends, income and diversification tests.
AdvancedThe §851(i) tax, retained capital gains (Forms 2438 and 2439) and managed distributions.
What You Get
- Guided Walkthrough: Every number moves from its source document to its line, step by step, with the rule and the maths. Auto-Play and narration included.
- Your Own Numbers: 10 case studies per level. Each student gets unique figures, and New Version gives fresh numbers whenever you want to practise again.
- Practice Mode: Blank lines to fill in yourself. Check My Answers shows what matches and hints at the rest.
- Answer Sheet: Every correct value with its working, grouped by form or workpaper.
- Scope and Assumptions: Each form lists what is included, excluded and assumed, so you know exactly what you are learning.
- Presenter Mode: Large, clean screens for classrooms and team sessions.
Plans and Prices
Basic
₹2,499 ₹1,999$19.99
Save ₹500- 10 Basic case studies
- Walkthrough, practice and answer sheets
Intermediate
₹2,999 ₹2,499$24.99
Save ₹500- 10 Intermediate case studies
- Walkthrough, practice and answer sheets
Advanced
₹3,999 ₹3,299$32.99
Save ₹700- 10 Advanced case studies
- Walkthrough, practice and answer sheets
Complete BundleBest Value
₹9,499 ₹5,499$54.99
Save ₹4,000₹7,797 if bought separately
- All three levels: 30 case studies
- Every form and workpaper in the lab
Already enrolled? Log in, then open your level: Basic · Intermediate · Advanced.
6 months of access. Secure Razorpay checkout: pay in Indian rupees, or in US dollars if you are outside India (choose at checkout).
FAQs
What is a RIC?
A regulated investment company, such as a US mutual fund or ETF, that passes its income to investors through dividends.
Does it cover exempt-interest dividends?
Yes. Intermediate covers exempt-interest dividends along with the excise tax and the qualification tests.
Can I try it free?
Yes. The free demo has one fixed case per level.
How do I subscribe?
Choose a plan above and press Buy Now. Enter your name, login email and WhatsApp, pay on Razorpay, then activate on the Thank You page with your Payment ID. Teams of 10+ can ask for a team licence.
What do I need?
A current browser (Chrome, Edge, Safari or Firefox) and internet. A laptop works best for simulators. One login, up to 2 of your own devices.
How long is access?
6 months from activation. Refunds within 7 days (bundles as a whole).
Questions? WhatsApp us or see the FAQs. What each form covers: Scope & Assumptions.