Visual change to show that annual tax statement components have been entered

• What feature do you want to see in Sharesight?
When running the taxation report, there is a line reminding to “enter annual tax components” for trust type accounts like ETF’s
id like to see the message change or other visual (a green tick ?) to indicate once the data has been entered for that holding

image

• Why do you want it?
for users that have multiple ETF type accounts when annual AMIT reports come in at differing times it can be confusing to know which ones you have already updated in sharesight as there is nothing to distinguish the ones that have been already entered.
• How is this affecting you?
it would be more efficient and prevent unnecessary rework

• Do you currently have a workaround solution? If yes, what is it?
No
• Can we reach out in future to ask follow up questions about this idea?
absolutely

1 Like

Thought this would be super handy as well - I have had to re-work all mine to be sure that I have completed them.