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Release Notes: April 21st – Cap Gain/Loss Grid & Client List

20 Apr 25
Craig Smith
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A deployment is scheduled for the morning of Monday, April 21st to release the below update(s). Access to the program may be limited during a deployment.

CAPITAL GAIN/LOSS

  • Update Capital Gain/Loss Summary Grid include adjustments entered on the total gain/loss amount (Enhancement)

CLIENT LIST (RESCHEDULED)

  • Add visual indicator to the SSN on Client List when it is available to click to open the return (Enhancement)
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