Two ways to see the trail of the form:
1. Status
User can find the summary of "when and whoever" changed the form, by pointing the mouse/cursor to current status of the tax form.
1.1 Open the form
1.2 Top right of the form, click the Status
2. Via 3 little dots
Open the Form, press the 3 little dots located at the top left of the form
If you use the LodgeiT digital signing method, then you'll have a record of who received & signed the form too, through "Document history" that can be found at the bottom page of the signed/lodged Form
*Note , once client Signed the form it will automatically save through "Files", if agent ticked the "Save signed copy" via Esign request.
Document history
Notes:
- Mygov ID, is Tax Agent proof in signing the form. Learn more
- For bank loan requirement of lodged form, you may refer to ATO Notice of Assessment.
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