May 2025: Improved visibility on user workflow; Task Manager; and Transaction Edits with full audit trail
1. Full audit trail of returns prep, approval & filings
Track users’ data uploads, transaction edits, draft returns and approvals. Includes retaining deleted data and draft returns for complete audit trail of entire process through to submission.
2. Transaction editor
Uploaded transactions can be easily adjusted via the tax code editor; or just change the total amount directly in the appropriate return box. Edits by user are fully recorded with explanatory note for later review.
3. Transaction-level legislative audit and full reporting obligations
Drill down from return box to transactions, with legislative audit high lighting missing data, errors and breaches of local VAT laws or EU VAT Directive.
4. Task Manager
Assign and manage tasks in the returns preparation and approval process. This means yours or your team members’ ‘to-do’ list is fully visible to stay on-top of the key tasks and filing deadlines. Ideal for remote teams to manage workloads.
