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Tax Harvesting tracking and ROC cost adjustments
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|
1
|
32
|
May 5, 2026
|
|
Deduction of tax paid does not take into account double taxation agreements
|
|
3
|
40
|
April 5, 2026
|
|
Tax Report Detail
|
|
2
|
29
|
March 17, 2026
|
|
Lot Detail & Income Summary Improvements
|
|
3
|
75
|
February 11, 2026
|
|
Multiple Tax Presets on Single Account
|
|
5
|
105
|
January 9, 2026
|
|
Support for other cost-basis election methods (ACB, LIFO, HICO)
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|
4
|
145
|
December 24, 2025
|
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Calculate correct exchange rate on foreign capital gains sales gains for UK residents
|
|
3
|
193
|
October 1, 2025
|
|
Loans and Deposits
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|
8
|
73
|
August 11, 2025
|
|
Additional information in transactions
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|
4
|
78
|
August 4, 2025
|
|
Add original amounts in original currency to all tax reports
|
|
3
|
128
|
April 21, 2025
|
|
Incorrect currency exchange rate for a dividend in tax reports
|
|
2
|
118
|
April 12, 2025
|
|
Tax due settlement dates calculation
|
|
2
|
123
|
March 16, 2025
|
|
Tax presets - tax due period
|
|
7
|
115
|
January 17, 2025
|
|
Incorrect tax report for a SELL closing multiple BUYs
|
|
3
|
77
|
January 9, 2025
|
|
Incorrect tax currency rate date if offset to a non-working day
|
|
2
|
83
|
January 9, 2025
|
|
Settlement date not respected in tax calculations
|
|
13
|
207
|
January 9, 2025
|
|
New Zealand FIF Tax
|
|
6
|
216
|
January 5, 2025
|
|
Automatically update tax paid field
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|
1
|
86
|
October 18, 2024
|