Tax Center — Forms & Certifications
Short answer: Tax Center — Forms & Certifications keeps your firm’s tax form records — investors see only their own.
Tax Center — Forms & Certifications keeps your firm’s tax form records — investors see only their own.
- What’s recorded: Investor, Form, Tax year, Received, Notes
- Steps: Requested → Submitted; Submitted → Verified / Rejected; Rejected → Submitted. The database only allows these moves.
- Investor emails go out when a record reaches: Requested, Rejected.
- Investors can: Requested → Submitted; Rejected → Submitted.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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