Skip to content
Submit a Request
  • There are no suggestions because the search field is empty.

Tax Documentation Table Export

The Tax Documentation page gives tax and operations teams one place to monitor documentation health across all account owners, instead of reviewing records one by one. It is designed to support continuous monitoring throughout the year so teams can identify missing, invalid, or stale documentation before year-end.

The page supports a CSV Export of the current filtered view. This export can be used to review the population currently returned by your applied filters outside of the Dashboard.

Please note: Examples of this export can be downloaded from the bottom of this guide.

 

 

The CSV export includes the same visible fields shown in the Tax Documentation table. At this time, those columns include:

Header Definition
Account Owner Name The name associated with the account owner record.
Account Owner ID The unique identifier for the account owner.
Document Type The type of tax documentation associated with the record.
Doc Status The current documentation status for the record.
Resubmission Status Indicates whether new documentation has been requested or whether resubmission is needed.
Issues/Warnings Any issues or warnings currently associated with the documentation record.
Latest Submission Date The most recent date that documentation was submitted for that record.