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  1. 300 votes

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    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here 

    Carol Hull supported this idea  · 
  2. 94 votes

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    Carol Hull commented  · 

    As well as also having a private use %

    Carol Hull supported this idea  · 
  3. 9 votes

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    Carol Hull supported this idea  · 
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    Carol Hull commented  · 

    Please make tracking categories available in the conversion balances area as this would save a lot of time setting up clients.

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