FIX3.00.00 · Released 6 July 2016

FIXfinPOWER Connect

Released in

3.00.00

6 July 2016

1. Opened9 Jun
2. Closed9 Jun
3. Released6 Jul

Article 13900 Job J017546

Deposit Tax Certificate Generation; better handling of addresses

When generating Tax Certificates for Deposit Accounts, a snapshot of the address information was saved to the Tax Certificate file. This no longer occurs.

Instead the most recent address information is picked up from the Client when exporting the Tax Certificate file.

Note, the address used is the "current" address, regardless of whether the Tax Certificate is Resident or Non-Resident, and regardless of the date of the Tax Certificate.

In addition, the End of Year Tax Exception List Report has been modified to show Clients who do not have a current address and will be issued a Tax Certificate.