Enhancements

Data as a Service for Tax Release Notes R2024.7.5

Version
R2024.7.5
Release Date
2024
December 18
Enhancements

Canada Tax and Payments Reports

DMR-14411, DMR-14409, DMR-13688, DMR-13687, DMR-13388

Due to the addition of the Canada Tax and Payments Reports, the following changes were made to DaaS:

  • On the My Reports page:
    • Renamed the Canada Trust Reports folder to Canada Tax and Payments Reports. This folder contains the Customer (Canada) Average Balance Report and is available to internal users only.
    • Added the new Canada Tax and Payments Standard Reports folder. This folder is available to all users who are assigned the Canada and Tax Payments Reporting attribute.
    • Added the following new reports to the Canada Tax and Payments Standard Reports folder:
      • Cheque (or Check) Status Report
      • Payroll and Tax Liability History Report
  • Added functionality that allows users to run Canada Tax and Payments Reports for their assigned organizations.

To access the new reports, in the navigation panel, click Reports > My Reports > Canada Tax and Payments Standard Reports.