Tax Certificates; when converting from finPOWER 5, Tax Certificates are not created

When converting from finPOWER 5, Tax Certificates are not created. This means the Account Exception Report lists Deposit Accounts as requiring attention and also if backdating a Tax Certificate Generation the Interest Transactions will always be included.

The following changes have been made to better deal with this issue.

The Account Exception List, End of Year Tax option, and the End of Year Tax Exception List now exclude converted Interest Transactions from exceptions. This means the message "Transaction(s) not included in a Tax Certificate were found for a previous Tax Year (dated prior to d/m/y)" is no longer reported for Deposit Accounts with converted transactions in previous years.

The Generate Tax Certificates wizard now includes an option to "Include converted Transactions?". If the current year is selected this defaults checked, otherwise for previous years finPOWER Connect assumes they shouldn't be included and unchecks this by default.

When unchecked Interest Transactions that were converted will not be included in the Tax Certificate, i.e. they are ignored.

Note, this option will only show if the Tax Year selected has Interest Transactions in that year from a conversion that aren't already on a Tax Certificate.