Accounts and Clients; Tax Category changes

The following Tax Category related changes have been made for Deposit Accounts:

• Accounts form, Financial page:
• Interest block now displays a 'Withholding Tax Details' section
• Account Tax Category History form available from 'Review' link or button
• Account Tax Category Change wizard
• Updates Tax Category and writes audits
• New Permission Keys:
• Account.TaxCategory
• Account.TaxCategoryCancel
• Account.TaxCategoryRevise
• New Script (Global Settings and Deposit Account Types)
• Tax Category Change Event
• Supports the following events:
• ExecuteCommitPre
• ExecuteCommitPreInTransaction
• ExecuteCommitPostInTransaction
• ExecuteCommitPost
• New Auditing Options (Global Settings, Auditing, Accounts)
• Tax Category
• Client Warnings (if licensed for the Deposits Add-On):
• New 'Withholding Tax' block detailing Withholding Tax errors
• These will be high priority errors if the Client has any Deposit Accounts, otherwise they will be low priority.
• Account Warnings (only for Deposit Accounts):
• New 'Tax' block
• Main Client's Withholding Tax errors
• Warning if Client's Tax Category does not match Account
• Account Exception List report
• New 'Withholding Tax' type exceptions option (if licensed for the Deposits Add-On)
• Shows the same exceptions as displayed on the Account Warnings
• Clients form, Tax & Banking Page
• New Permission Key:
• Client.WithholdingTaxUpdate
• Button beneath Withholding Tax details to 'Change' details if licensed for the Deposits Add-On and permission
• If this button is shown then all of the Tax fields will be read-only and changes must be made via this button
• If not permission to update Withholding Tax details, these fields will now also be read-only
• Client Withholding Tax Change wizard
• Allows all Client's Accounts (where Client is the 'Main' Account Client) to be updated
• 'Quote' Accounts are updated directly
• 'Open' Accounts are updated via the Account Tax Category Change wizard object
• Global Settings, Accounts, General page
• New option "Tax Category is Mandatory for 'Open' Accounts"
• If Mandatory then when an applicable Account is 'Opened', the Tax Category is copied from the 'Main' Client if not specified for the Account
• If changed back to a 'Quote', the Account's Tax Category will be cleared if it matches the 'Main' Client