v29.0 What’s New

P60 Reports

P60 logic has been updated to now use the Cumulative Gross Taxable Income (£) and Cumulative Tax (£) figures from the recently introduced Tax Year Cumulative Totals grid for the relevant tax year.  This means that any corrections made in the grid will automatically be reflected in the P60.

In addition, P60 templates now sit within Report~Pro

Data Provisioning Service (DPS) Reporting

We have added reporting capabilities to Report~Pro for the DPS.  This new report displays the tax codes that have been downloaded and posted to Platinum within a specified period as part of the DPS scheduled service.  This data can be downloaded and viewed via CSV.

Refund Transaction – Delete functionality

The ability to delete unpaid refund claim transactions has been introduced within this release.

Tax Year Updates 2026/27

Tax Bands

The tax rate bandings for Scottish and UK payroll calculations have been added for 2026/27 tax year

SMPI Annuity rates

Annuity rates for SMPIs have been added for post 05/04/2026 illustrations.

RTI Parameters

The 2026/27 EPS and FPS schemas have been updated to allow submissions for the new tax year.

Other posts

PSR SIPP Reporting: CSVs for Loans and Tangible Movable Property are now available for Platinum SIPP, completing the PSR changes

Tracking Asset Group Splits We’ve introduced several improvements to the Asset Group area of Platinum to support defining and managing

Our Product Manager, Natasha Moss gives her first impressions of the key take aways from the newly published Finance (No.

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