Tax Center — Forms & Certifications

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.