This article is applicable to the Troika product only.
The following issues were addressed in this release of Troika, version 2.09.026.
Fixes and Changes
[Support #33379]
A change has been made to the in-built 'Trust (Life Interest)' formats to ensure, whether running individual or consolidated accounts, that all life tenants show on the Synopsis.
[Support #25557]
The IHT100c form now populates with basic information on the trust, including the settlor and the person dealing with the event.
[Support #34522]
An issue where deleted memos continued to show on the Client Details Report within Wealth Management has been corrected.
[Support #34790]
In response to customer request, we've included additional details with mid-period trustee changes on our accounting formats.
[Support #35183]
The new 04/26 version of R185 'Statement of income from trust' form released by HMRC is now included within the Wealth Management product.
[Support #35184]
The new 04/26 version of the IHT100A form released by HMRC is now included within the Wealth Management product.
[Support #35186]
The new 04/26 version of the IHT100B form released by HMRC is now included within the Wealth Management product.
[Support #35185]
The new 04/26 version of the IHT100B (death) form released by HMRC is now included within the Wealth Management product.
[Support #35187]
The new 04/26 version of the IHT100D form released by HMRC is now included within the Wealth Management product.
[Support #35188]
The new 04/26 version of the IHT100E form released by HMRC is now included within the Wealth Management product.
[Support #35189]
The new 04/26 version of the IHT100H form released by HMRC is now included within the Wealth Management product.
[Support #35182]
The new 04/26 version of R185 'Statement of income from estates' form released by HMRC is now included within the Wealth Management product.
[Support #35585]
A BVI specific share certificate is now available within Troika Administrator. To activate, within Troika Utilities > System tab > System Settings > Sundry Entries, locate 'ShareCertRep' and add 'rptShareCertificate_BVI'. The certificate will appear where the transaction is an acquisition of shares. The format uses an entity's 'Residential' address as the member address.
The following probate specific issues were addressed in this release of Troika, version 2.09.026.
Fixes and Changes
[Support #32510]
The PA1A Probate Application form is now available to complete within Troika for Estates. The application will populate with basic information already entered regarding your estate (Date of death, addresses etc.). Please refer here for further assistance.
[Support #32836]
An issue with the display of a Load Data subsection IHT408_14 exemption entry appearing incorrectly in Box 92 on the IHT400 form has been corrected.
[Support #33262]
An issue with the display of income and expenditure items entered in Load Data subsections IHT403_20 and IHT403_21 has been corrected.
[Support #33170]
The new 12/25 version of IHT417 released by HMRC is now included within the Wealth Management probate product.
[Support #33169]
The new 12/25 version of IHT400 released by HMRC is now included within the Wealth Management probate product.
[Support #34277]
The new 04/26 version of IHT38 released by HMRC is now included within the Wealth Management probate product.