June 2026

Entity Calculations Report now reflects Inclusion/Exclusion Tax rule account selections

The
Entity Calculations
report has been updated to correctly include accounts selected under
Compliance > Tax Rules > Inclusion/Exclusion
. Previously, accounts configured in Inclusion/Exclusion tax rules were not being picked up or displayed when users ran the Entity Calculations report, even when the corresponding jurisdiction and entity were selected.
With this update, the report now honours the configured Inclusion/Exclusion tax rule selections across applicable jurisdictions. Selected accounts are included in the Entity Calculations output after recalculation or report refresh, while accounts that are not selected are excluded as expected. This ensures the report output accurately reflects the configured tax rules and provides consistent behaviour across jurisdictions.

New Recent Reports section added to Reports tab

A new
Recent Reports
section has been added to the
Reports
tab to provide users with a centralized place to access and download generated reports. Reports will no longer download automatically when the user select
Run
. Instead, after running a report, users can download it from the
Recent Reports
section once it is available.
The
Recent Reports
section displays key report details, including
Date
,
Report
,
Scenario
,
Year
,
Requested By
,
Status
, and
Download
. A
Refresh
button is also available in this section, allowing users to refresh the report status and confirm when a report is ready to download.