2023-11-16 Added Tax Reference Number to 18A Certificates

Profile Page Enhancements:

    • Added a new editable field to People profiles:
      • Personal Tax Reference
      • Company Tax Reference was already available.
    • The fields appear in the Finance section of the individual People or Companies profile page.

Query Builder Update:

    • The tax reference number fields are now searchable in the Query Builder section.

Imports Section Enhancement:

    • The tax reference field are included in the imports section, allowing clients to bulk import Accounts with their tax reference numbers.

18A Certificate and Report:

    • Added the tax reference number fields to the 18A certificate and report.
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