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