8- Templates ...Customize

Templates Customization

Structure templates to match client's needs

If a client finds it inconvenient to set up the templates due to a reason or another, we can do the STRUCRURES for him so that all he has to do is upload the CSV file to the CSV File worksheet. As expected, the service involves more time and therefore more SIMPLE donations.

For customization service, the client indicates which columns (for example A, B, C, D...) in the CSV file need to match the FIFO headings (for example Cost, Reference, Date, Currency Pair...). He also needs to indicate the last row number in the CSV file. FIFO matches up to 15 randomly located columns in the CSV file.

The client does not have to reveal any other details in order to maintain privacy. From the above, the templates structures can be constructed. Each client has his own setup depending on the exchange's CSV file.

Currently, customization does not include matching of disposed assets against acquisitions on a first-in first-out basis. Client has the luxury of remaining private in his investment dealings.