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Tax Harvesting tracking and ROC cost adjustments
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|
1
|
69
|
May 5, 2026
|
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Deduction of tax paid does not take into account double taxation agreements
|
|
3
|
76
|
April 5, 2026
|
|
Tax Report Detail
|
|
2
|
79
|
March 17, 2026
|
|
Lot Detail & Income Summary Improvements
|
|
3
|
112
|
February 11, 2026
|
|
Multiple Tax Presets on Single Account
|
|
5
|
154
|
January 9, 2026
|
|
Support for other cost-basis election methods (ACB, LIFO, HICO)
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|
4
|
218
|
December 24, 2025
|
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Calculate correct exchange rate on foreign capital gains sales gains for UK residents
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|
3
|
282
|
October 1, 2025
|
|
Loans and Deposits
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|
8
|
137
|
August 11, 2025
|
|
Additional information in transactions
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4
|
119
|
August 4, 2025
|
|
Add original amounts in original currency to all tax reports
|
|
3
|
202
|
April 21, 2025
|
|
Incorrect currency exchange rate for a dividend in tax reports
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|
2
|
168
|
April 12, 2025
|
|
Tax due settlement dates calculation
|
|
2
|
166
|
March 16, 2025
|
|
Tax presets - tax due period
|
|
7
|
184
|
January 17, 2025
|
|
Incorrect tax report for a SELL closing multiple BUYs
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|
3
|
124
|
January 9, 2025
|
|
Incorrect tax currency rate date if offset to a non-working day
|
|
2
|
125
|
January 9, 2025
|
|
Settlement date not respected in tax calculations
|
|
13
|
335
|
January 9, 2025
|
|
New Zealand FIF Tax
|
|
6
|
310
|
January 5, 2025
|
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Automatically update tax paid field
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|
1
|
111
|
October 18, 2024
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