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.
Guest
Jun 6, 2025
This would be beneficial for keeping CGT losses carried forward for future years, without having to include bank CGT pages each year.
This would be beneficial for keeping CGT losses carried forward for future years, without having to include bank CGT pages each year.
This would be a useful feature as we currently have to keep these details on a spreadsheet :)