The main changes are:
1. Reclaiming tax deducted
on investments – R63N claims and SA970s can be managed with tax receipts
being created automatically for each scheme.
2. Settings. Extra settings
have been added for Storing Bank Data Feeds.
3. The SMPI module automatically includes any regular
contributions
4. Proposed pension payments are checked against the
pension limits each time the ‘Reports,
Gross Pension’ report is run.
5. Replacement staff
– if an administrator leaves, a new person can be assigned to all that
person’s schemes and diary entries, via the Worklog
module
6. Pension Schemes Online
settings - allows you to store
different login details for practitioners or administrators for each scheme
7. Annual Statements
have more fields available for merging to Word documents.
Additional features have been added to the
XL Reports module:
·
All
schemes with borrowing
·
All properties and all tenants
·
Lists of Annual statements to be done
can be added to the Worklog (if you subscribe to that
module)
·
New
reports for Pre-retirement packs
(OMO), plus adding records to the Worklog
·
Full
details have been added to the bank
accounts list
·
The
report for Finstat
codes shows the latest prices stored
·
The SA970
report includes the dates of all reports submitted, as well as those not
submitted
·
Reports
previously under Quality Control on
the ‘Miscellaneous’ tab have been moved to
other places.
·
A report
on all cancellation notices for drawdown not issued has been added to
‘Cancellation and Identity’ on the Miscellaneous tab.
Minor changes include:
·
Contributions
and rent transactions are not shown in Regular
General Expected Transactions
·
Segregated
Portfolios in investment valuations
are adjusted for transactions that take place after the latest stored value
… and for those
firms subscribing to the Payroll
module, the additions are:
Remember there is a Help
Index which provides links to all help files in alphabetical order.