PSR SIPP Reporting:
CSVs for Loans and Tangible Movable Property are now available for Platinum SIPP, completing the PSR changes for 2024/2025.
A webinar will be held on Friday 16 January to provide information on the new fields that have been introduced across previous versions and the CSV functionality.
Property Proforma Invoicing:
You can now amend the Invoice Issue Date on Proforma Property Invoices before VAT conversion. A new field retains the original Proforma Issue Date and is available in Report Pro.
Annual Review Pack Updates:
The ARP master report template has been amended to reflect regular payment profile end dates, ensuring only active or in-period payment instructions are included within the pack. Report Pro and the default ARP template have been updated with this change.
HMRC Allowances:
The “Allowances Used (Migration £)” field is now editable for Lump Sum and Lump Sum Death Benefits Allowances, with changes saved to revision history.
