Share forms – allow multiple users to collaborate on a submission

  • We’ve redesigned the share experience to allow more effective collaboration with teammates. Need help filling out your form but don’t want to re-assign ownership? Share with any team member and the form will appear in their new ‘shared with me’ section on the user dashboard. 
  • In addition, form owners now have a full timeline on their dashboard. This will allow them to easily track changes made by shared team members. 

Send reminder to a specific admin

  • We’ve made the reminders feature even more robust by allowing users to set up a reminder to specific admins. 
    • For example: Send ‘John Smith’ a reminder 7 days before reporting deadline

Published DAC6 reporting integrations for Germany,UK, and Sweden

  • We have been hard at work translating tax authority schemas into valid single click reports. We can now produce valid XML reports for Netherlands, Germany, UK, and Sweden. 

Auditing/Security

  • All actions on the comment tab are now being audited (add/delete/edit)
  • Reminder names are now being displayed in the timeline
  • All share actions appear on the timeline (share/remove user/ reassign)

Duplicate field with conditional logic

  • Duplicating a field on the form builder will now duplicate its logic as well. 

Bug fixes

  • DAC6 mapping – fixed issue with blank TIN
  • Fixed issue with flags not being removable on the form builder
  • Fixed markdown support for field titles and descriptions
  • Limited field titles to 500 characters due to unexpected errors with long field names
  • Added ‘read more’ links to instructional text fields