The investment revenue/income should be included in the ‘Revenue Last Year’ figure if all of the following criteria are met.
The revenue/income is captured in the company’s taxable income (this can be verified by sharing a screenshot of the income line item in a company’s most recent tax filing)
The realized income revenue/income has been present in the tax filing in two of the last three years of profit and loss statements (e.g. a real estate company earning income from selling apartment buildings)
If investment income is included, it can be offset by investment losses.
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