Configure Tax · Individual Annual II

Governance

Control lifecycle status, review the current revision and see the audit trail for this independent Tax Report Type.

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Lifecycle and ownership
Only an active configuration can be used to create new Tasks.
Active
Draft and inactive configurations remain available for review but do not create new Tasks.
The person accountable for future configuration changes.
Current revisionv1.3
Last updated bySarah K.
Last updatedToday, 09:42
Activity history
Read-only record of changes to this configuration.
3 revisions
  1. Required document checklist updated

    Replaced 4 checklist items for open Task templates.

    Sarah K. · Today, 09:42
  2. Reporting schedule updated

    Collection lead time changed from 14 to 21 days before due date.

    Sarah K. · Yesterday, 15:10
  3. Configuration created

    Individual Annual II created as an independent Tax Report Type.

    Michael R. · 12 Jun 2026, 11:20