Two ways to see the Trail of the form:
1. User can find the summary of "when and whoever" changed the form , by pointing the mouse/cursor to current status on the Tax form.
1.1 Open the Form
1.2 Top right of the form, click the Form Status
2. Audit trail 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"