Thanks Thomas. However this is not the issue; and this is a shareholder add, not a delete. The issue is the effective date of shareholder ownership change, which should be for the FULL calendar year of 2023 (i.e., all 365 days). Unfortunately with an effective date of 1/1/23, the software keeps the original ownership percentages for 1/1/23, and then applies the new ownership percentages for 1/2/23 through 12/31/23. (And if as a work-around you enter 12/31/22 as the effective date, this then shows as an audit flag.)
