NEW1.06.00 · Released 1 August 2012

NEWfinPOWER Connect

Released in

1.06.00

1 August 2012

1. Opened20 Jul
2. Closed20 Jul
3. Released1 Aug

Article 10342 Job J010048

Client Tax Information; fixed and updated

The Tax Category warning information block shown on the "Tax & Banking" page of the Client form now includes the message "Invalid Tax Category. It is not an active and available Tax Category for the Client Type.".

Also, in the New Client wizard and Client form if the following issue has been corrected:

1. Change and save Client so "Is the client a resident for tax purposes?" is checked, Tax Category "RE". The Exemption details are enabled.
2. Uncheck "Is the client a resident for tax purposes?".
3. The Tax Category is cleared and the Exemption details remain enabled - when they should not be.