This downloadable PDF will show the data contained in the record; a date/time stamp history of all analyst actions taken regarding the record. As files uploaded and/or flags that were cleared. It also provides signature lines for managerial sign-off and/or relationship manager sign-off.
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** Tax Authority Portal users: The Details PDF might not be available for you. You will only be able to edit the record and/or account balance and check the hierarchy.
Interested in the Remediation Module? Please contact sales@transworldcompliance.com