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Tax Harvesting tracking and ROC cost adjustments
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1
|
21
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May 5, 2026
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Deduction of tax paid does not take into account double taxation agreements
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3
|
27
|
April 5, 2026
|
|
Tax Report Detail
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2
|
15
|
March 17, 2026
|
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Lot Detail & Income Summary Improvements
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|
3
|
52
|
February 11, 2026
|
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Multiple Tax Presets on Single Account
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|
5
|
86
|
January 9, 2026
|
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Support for other cost-basis election methods (ACB, LIFO, HICO)
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4
|
114
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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
|
159
|
October 1, 2025
|
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Loans and Deposits
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8
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66
|
August 11, 2025
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Additional information in transactions
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4
|
71
|
August 4, 2025
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Add original amounts in original currency to all tax reports
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3
|
105
|
April 21, 2025
|
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Incorrect currency exchange rate for a dividend in tax reports
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2
|
90
|
April 12, 2025
|
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Tax due settlement dates calculation
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2
|
96
|
March 16, 2025
|
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Tax presets - tax due period
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7
|
101
|
January 17, 2025
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Incorrect tax report for a SELL closing multiple BUYs
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3
|
64
|
January 9, 2025
|
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Incorrect tax currency rate date if offset to a non-working day
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|
2
|
66
|
January 9, 2025
|
|
Settlement date not respected in tax calculations
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|
13
|
130
|
January 9, 2025
|
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New Zealand FIF Tax
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|
6
|
206
|
January 5, 2025
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Automatically update tax paid field
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1
|
86
|
October 18, 2024
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