How to store tax documents and inspect audit evidence
For your Pixie CRM team: Follow the Documents; Audit Trail workflow in Pixie CRM to store tax documents and inspect audit evidence.
Before you start
Required access: Upload tax evidence; View tax evidence and documents; View compliance audit trail. The module must be enabled and its installed version ready for your workspace. Select the intended taxpayer, authority and period before changing a record.
How to store tax documents and inspect audit evidence
- Under Upload tax document select Taxpayer, Document type and the matching Return ID if applicable.
- Select File and choose Encrypt & store.
- Inspect Documents and use Download only with the appropriate evidence-view permission.
- Open Audit Trail and inspect the relevant compliance event, actor and time alongside the return history.
Controls and limits
- Document association must remain within the same taxpayer and tenant; unassigned evidence cannot be assumed to authorise a return.
- Downloads verify stored integrity. A changed or unrelated document is not valid signature evidence for a frozen version.
Check the result
Reopen the affected record and confirm the taxpayer, period, saved values and status. For external actions, inspect the actual authority acknowledgement or settlement evidence; a local saved or queued state is not acceptance.
If you cannot continue
Read the displayed validation or readiness message. Check the module version, role, source scope, authority, period and current approval evidence. If another person changed the record, refresh and review the current version. Give support the screen, error wording and correlation reference; keep passwords, one-time codes and tax identifiers out of public messages.