We're excited to announce Version 2.1.67, featuring a powerful new tax strategy and enhanced automation to streamline your tax planning workflow. This update introduces Tax Loss Harvesting and automatic expense categorization to help you maximize savings and reduce manual work.
New Features
Tax Loss Harvesting Strategy
We're pleased to introduce the Tax Loss Harvesting Tax Strategy, designed to help you strategically manage your investment portfolio for optimal tax benefits.
- Capital Gains Offset:Strategically identify loss-making investments to sell and offset your capital gains, reducing your overall tax liability.
- Investment Analysis:Analyze your portfolio to determine the most tax-efficient approach to realizing losses.
- Tax Savings Calculation:Calculate potential tax savings from implementing tax loss harvesting strategies.
- Strategic Planning:Plan the timing of investment sales to maximize tax benefits while maintaining your investment objectives.
Expense Auto Categorization
We've added intelligent automation to make expense management more efficient across all your tax strategies.
- Automatic Classification:Expenses imported via integrations are now automatically categorized, saving you valuable time on manual data entry.
- Universal Availability:This feature is available across all tax strategies that support expense integration.
- Improved Accuracy:Reduce categorization errors and ensure consistent expense classification throughout your tax planning process.
Improvements
- UI Enhancement:Updated icon sizes on buttons for improved visual consistency and user experience.
We hope these updates enhance your tax planning capabilities and streamline your workflow. As always, we are committed to continuously improving your experience and appreciate your feedback. Stay tuned for more updates!