Change tax date on distributions and withdrawals with tax

On distributions and withdrawals with tax a tick box has been added ‘Override date for tax certificates’. This can be of use where, for instance the declaration date of a distribution and the reinvestment date of a distribution falls within 2 different tax years. The functionality can then be used to ensure that the distribution or withdrawal details appear in the correct tax year on tax certificates.

Distributions

Withdrawals

Last Updated on 3 years ago by Antoinette Van Meyeren