# v.1.8.0

### 2025-11-18 - Live

### 2025-11-04 - Test Environment

***

### Added

#### Address Schema Expansion

* Added a new optional `state` parameter to the **Address Schema**.
  * Supports compliance and address accuracy for customers in countries requiring a state (e.g., US, CA).

***

#### New Tax Endpoints

**`GET /taxes/tax-information`**

Retrieves detailed **tax pot information** for a specific customer and tax year.\
The response includes:

* `lossPotEquities` – accumulated losses from equity transactions *(Aktienverlusttopf)*
* `lossPotGeneral` – accumulated losses from other investment instruments *(allgemeiner Verlusttopf)*
* `withheldCapitalGainsTax` – total withheld capital gains tax *(Kapitalertragsteuer)*
* `usedFsa` – amount of the exemption already used from the tax-free allowance *(Freistellungsauftrag)*
* and additional tax details

**`GET /taxes/tax-exemption-orders`**

Returns a list of customers who have submitted a tax exemption order (`isFsa = TRUE`), including:

* Order status
* Amounts
* Validity dates

**`POST /taxes/tax-exemption`**

Creates a new **Tax Exemption Order**.

* Currently supports `fsaType = INDIVIDUAL` only.
* **Validation rules:**
  * `fsaAmount` must not exceed **€1,000**.
  * The customer must have **German tax residency**.

***

### Changed & Improved

#### Legal Entity Updates

**Endpoint:** `PATCH /entities/legal-entity`

Now supports updates to **core company data**, including:\
`legalName`, `legalForm`, `naceSectors`, `taxNumber`, `vatId`, `isListed`, `listedAt`, `legalEntityIdentifier`, `purpose`, `fatcaCrsDeclaration`.

**Validation & Process Enhancements**

* Updates to **critical fields** (e.g., `legalName`, `mainAddress`) require providing a `documentId` of an uploaded document (e.g., `CURRENT_REGISTRY_EXTRACT`).
* Updates to **sensitive fields** (e.g., `naceSectors`, main address `country`, `fatcaCrsDeclaration`) will:
  * Set the Legal Entity status to `REVIEW`.

***

#### Fee Filtering Enhancements

Introduced new **optional filtering parameters** to improve fee management and data retrieval.

**Endpoint**

* `GET /products/fees/instances`

**Changes**

* Added `feeInstanceStatus` query parameter to **Get Fee Instances**.
* Accepts values: `ACTIVE`, `INACTIVE`.
* **Default behavior:** when no status is specified, only **ACTIVE** fee instances are returned.

***

#### Validation Improvements

**Create User Endpoint**

* Removed email domain validation.
* Partner users can now be created even if their email domain does not match the partner’s contact email address.

**Create Investment Objectives Endpoint**

* Added validation ensuring that **at least one investment purpose** is selected.
* Requests missing this field will be **rejected**.


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