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Form 8621 Calculator Update 15.11.06

Form 8621 Calculator


  • 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

New Features

  • 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.