Skip to main content

COVID-19 - Level 1 If you've been affected by COVID-19, we may be able to help. Find out more

We have now fixed the issues where the Client list report for intermediaries was not showing some, or all, of the following information:

  • all linked clients
  • the current year’s extension of time (EOT) status
  • balance date
  • the date the current year’s income tax return was filed.

Intermediaries requesting the Client list report will now see the above information within the report.