These enhancements aim to empower you with even greater capabilities within our platform.
🖥️Here's what's new:
1. User List Speed: We've optimized the load time for the user list. After an initial load time of a few seconds per record, you'll experience faster performance on subsequent loads.
2. Date of Birth Field: The Date of Birth field has been updated to allow users to input any year, removing the previous restriction of 1960 to the present.
3. Residency Summary: The residency summary now includes a note with more information on the Calculations for residency status.
4. Vendor Payments: We’ve recently updated our system to accommodate payments for vendors over One Million.
5. Russia Tax Treaty - Vendors: Tax Treaty Page, and Final Summary now include a note on the termination notice.
6. 1042-S Forms: 1042-S forms are now available for Tax Year 2024.
7. Audit Log Update: The "Postpone" button was renamed to "On Hold".
8. Locked Accounts Update: Locked Accounts will not have the option to delete uploaded tax forms.
9. Documents Exchange: Document Updates will only be applied to 2024 Tax Year for Active and Unlocked Accounts.
- Required Documents: A new section to track a list of required documents for upload.
- Document History: Administrators can now access users previously signed documents that are no longer valid under ‘Previously Signed Section’.
- Other Documents: Administrators and Users can now see documents that have been uploaded but were not marked as mandatory.
- Obsolete Documents: Changes to Calculus profiles that affect the information on the previously signed or uploaded forms, will be marked obsolete.
- User List Document Status: Administrators can use the User List – Filters and Views to manage the mandatory document status for each individual user.
We invite you to explore the updates! Check out the release updates linked below.