Employee Share Purchase Plan transaction type

From the Help Menu (admittedly from full version of RPP15 and not trial)

Add an account to track employee stock purchase plan (ESPP) shares

Many companies offer an employee incentive known as an Employee Stock Purchase Program (ESPP), which offers employees shares of the company's stock at a discount. If you participate in an ESPP, you can then sell the stock at market value. For tax purposes, a portion of the difference between the discounted price of the stock and its market value when you sell is considered to be a part of your salary, and a portion is considered to be capital gain, but the amounts of each depend on how long you hold the stock before selling. Consult your tax advisor and the information included on your subsequent slip form to determine which part is gain and which part is salary or ordinary income.

1. Add a separate investment account to track your ESPP stock shares.
2. Set up your paycheque as a register transaction. In the paycheque setup window, under After Tax Deductions, click Add After-Tax Deduction, and then choose Stock Purchase (ESPP).
3. In the future, when you enter each paycheque into the register, Reckon Accounts will transfer the amount of your ESPP contribution to your ESPP investment account.

Use the Enter Transactions dialogues to help you record the purchase of ESPP shares.

There are two critical steps;

1. the separate investment account as most ESPPs deduct with each paycheque, and purchase (eg quarterly)

2. Enter transaction dialogues to record the purchase when it happens, that way you also have a record of residual balance, and you can transfer to your normal investment account when they become qualified (that is there are no other tax implications other than CGT)

Hope this helps