As you know, Privacy Legislation requires you to redact Tax File Numbers (TFNs) from client documents that you store.

When you request a Tax File Number (TFN) redaction in Mercury Nexus, the redacted document is saved against the relevant opportunity under ‘attachments’ so you have a secure record on file.

What’s changing?

From today, you’ll no longer receive a copy of the redacted file in your confirmation email once a request is completed. This avoids duplicates and ensures all files are securely stored in Mercury Nexus.

Click here to learn how to redact TFN’s in Mercury Nexus.