UKI Compliance Ideas Portal

Audit trail to log which staff member has filed a personal return

This would provide an audit trail of which team member has filed a return, currently only SAGE 2nd line support can answer this. We require more oversight and traceability of who has filed a return when multiple people have access to a client. If the details of who filed the return was included on the submission receipt this would be very helpful.

  • Steve L Mason
  • Aug 4 2026
  • We're Taking A Look At This