Zero Taxation Balance Update
Zero Taxation Balance Update
Release 4.3 included an update to our customised checklist logic, it was discovered that when there are zero taxation balances the checklists may still be required.
Due to this we have introduced logic that will provide the Taxation Balance Checklist whether there are lead schedules items in taxation balance bucket and when there is not. Every fund will now have the taxation balance bucket checklists but if there are balances we will not duplicate and the checklists will only appear once.
Note: If you customise your checklist our logic will still apply and your edited checklist items will behave the same for the taxation balance bucket.
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