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Include Tax Status in Upload

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 Status in Upload option lets you choose if Tamarac Trading will include tax status when you upload account data.

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