Products · Tax data & reporting
Tax document workflows. Delivered, consented, corrected.
A tax form’s life does not end at generation: it must reach the recipient under the consent rules, survive address failures, and sometimes be corrected. A8 Core™ runs the whole document lifecycle with records.
Product specificationDelivery configuration
Lifecycle
From generation to a corrected copy years later.
Generate
Recipient documents produced from the tax records.
Consent
Electronic-delivery consent captured and honored; paper where required.
Deliver
Delivery events recorded; failures become work items.
Correct
Corrected documents generated, delivered, and linked to originals.
Retain
Every issued document retained and reproducible.
Availability. Account types, workflows, and filing capabilities described on this page depend on the operating institution’s legal authority, configuration, contracts, integrations, and policies, and are subject to institution, jurisdiction, product, and legal review. Module maturity is summarized on the product status page.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.