Exporting customer tax number details
For risk purposes, the tax numbers are encrypted when stored and not visible to view from the pages within Fusion. There are instances during year end when the tax number for investors is required. An option exists in Fusion to allow a user to export the tax numbers of customers to a file.
1. Navigate to Customers > Customer Management:
2. Select "Export Customer Tax Number" from the tax section
3. To create a new list of tax number click the create icon in the top right hand corner. 
4. If you are wanting to extract and already created list, select the item from the existing list of extracts provided.
5. Once you have supplied the authorisation code and a supervisor has supplied their code, click the "Save" button to generate the file
6. Select the extract from the list
7. From the Hamburger / Actions menu select "Preview" under the Functions menu
8. A file will be downloaded with a list of investors that have tax numbers.
Related Articles
Tax levies on borrower income
Income tax tables and levies can be used to assist in calculating the income value of personal borrowers. The income tax tables is a high level tax percentage that can be applied to income values to estimate the “after tax” values. Clearmatch is not ...Clone smartfund product mandate details
The functionality "Clone Smartfund Product Mandate Details" allows the users to copy smartfund product mandate details from one customer to another or from one orginator group and product combination to another. In order to clone smarfund product ...Create an organisational customer
Organisational Customers are a subset of customers in the system that are used to hold the information of entities such as finance companies, originator groups and any other entities. Users will only be able to view and edit the organisational ...Release Notes - 201722 - Messaging Ability On Handover Details
Release 201722 - Messaging Ability On Handover Details Release Date Nov 2017 1 Summary The release adds additional functional that allows for better messaging to customers. The following has been added: Ability to add images and 5 ...Create a business customer in Clearmatch Fusion
A business customer is any business or organisation e.g. company, trust etc. All details specific to the business are stored against the business customer (with information like address, contacts, bank accounts, etc). When a business customer is ...