UKI Compliance Ideas Portal

Declaration and/or e-sign for compliance documents

A declaration page separate to the tax return for a client to sign would be a great addition to the tax module. It would state that it is the clients responsibility to check information and the return is based on information and explanations provided. This could be the first page a client sees and needs to sign before signing the actual return.

  • Steven Cartlidge
  • Jul 31 2023
  • Great Idea Currently In The Works
  • Admin
    Steven Cartlidge commented
    19 Apr 09:19

    Thank you for raising interest on this idea for our Compliance Apps (Personal Tax, Corporation Tax, Final Accounts).

    We are now completing research in this area; this short survey should take no longer than 5 minutes to complete.

    You can withdraw at any time. If you withdraw before completing the survey, your responses will be deleted.

    See survey link below.

    https://sage.az1.qualtrics.com/jfe/form/SV_4UEdimcVwdOA6uq


    Regards,

    Steve Cartlidge

  • +1