Settings and activity
12 results found
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33 votes
Appreciate you'd like to add more detail for assets within a pool.
Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support.
An error occurred while saving the comment Tim Hawthorne supported this idea · -
14 votesTim Hawthorne supported this idea ·
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2 votes
An error occurred while saving the comment Tim Hawthorne commentedWe have the same issue since the single client merge the XPM reports are showing duplicates, like it is pulling from HQ as well as XPM. So our reporting is taking longer as we now need to fix this issue manually.
Tim Hawthorne supported this idea · -
83 votesTim Hawthorne supported this idea ·
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215 votes
Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.
We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks
Tim Hawthorne supported this idea · -
64 votesTim Hawthorne supported this idea ·
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81 votesTim Hawthorne supported this idea ·
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53 votes
Hi team, as Hannah mentioned Capital Gains Tax (CGT) portion of this idea was delivered end of last year. So for 2023 tax forms - CGT events from a Trust Tax Return will distribute into an Individual Tax Return. Read our previous update for more of the detail on this.
In relation to the idea for foreign income to flow through to the Individual Tax Return - this is something our team are working on at present. We've slightly updated the title of this idea now for foreign income and will return to share when there's progress on this.
Tim Hawthorne supported this idea · -
79 votesTim Hawthorne supported this idea ·
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22 votesTim Hawthorne supported this idea ·
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44 votesTim Hawthorne supported this idea ·
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33 votesTim Hawthorne supported this idea ·
Cannot believe this still hasn't been provided. Detailed pool report should show all assets in the pool, not just recently added. It is particularly relevant if we want to show clients what assets are in the pool, in case there are additions or disposals we are not advised about