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Status In Discovery
Categories Client Management
Created by Sarah Lacey
Created on Jun 6, 2023

CGT account details

Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.

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  • Matthew Ansermoz
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    Sep 2, 2024

    This would be a useful feature as we currently have to keep these details on a spreadsheet :)