Form 8621 Calculator Update 15.11.06
- Transaction history export naming to include client id, account number, and the fund name
- ACB tracking correction on the PDF view of the transaction history
- Year-end FMV per share fix. The FMV per share amount is saved and used in calculations
- Printing the information of the financial institution can be disabled through the administrative module / data settings option
- Forced Client ID print on forms and reports when the Client’s SSN is not collected.