Include Tax Rates in Upload

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Upload Settings on the Rebalancing System Settings page allow you to change how Tamarac Trading treats some of the information you add through upload. The Include Tax Rates in Upload option lets you choose if Tamarac Trading will include tax rates when you upload account data.

When selected, Tamarac Trading will include tax rates when you upload account data. When cleared, Tamarac Trading will not include tax rates when you upload account data.

Note

This setting is applicable only to PortfolioCenter XML file uploads.