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Tax Report Detail
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2
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7
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March 17, 2026
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Lot Detail & Income Summary Improvements
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3
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26
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February 11, 2026
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Multiple Tax Presets on Single Account
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5
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68
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January 9, 2026
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Support for other cost-basis election methods (ACB, LIFO, HICO)
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4
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76
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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
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85
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October 1, 2025
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Loans and Deposits
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8
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51
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August 11, 2025
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Additional information in transactions
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4
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54
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August 4, 2025
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Add original amounts in original currency to all tax reports
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3
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80
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April 21, 2025
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Incorrect currency exchange rate for a dividend in tax reports
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2
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63
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April 12, 2025
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Tax due settlement dates calculation
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2
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55
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March 16, 2025
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Tax presets - tax due period
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7
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71
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January 17, 2025
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Incorrect tax report for a SELL closing multiple BUYs
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3
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44
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January 9, 2025
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Incorrect tax currency rate date if offset to a non-working day
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2
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44
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January 9, 2025
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Settlement date not respected in tax calculations
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13
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88
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January 9, 2025
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New Zealand FIF Tax
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6
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151
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January 5, 2025
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Automatically update tax paid field
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1
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81
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October 18, 2024
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