This feature introduces a new document category called “Tax Document” within Zenople’s document management system. Additionally, the existing W2 Document Type is updated to fall under this new category. This helps in organizing tax-related documents under a dedicated category improves document management efficiency and ensures compliance with tax record-keeping standards.
Functionality
- A new category named “Tax Document” is added to the Category list for Document Types.
- Users can now select Tax Document as a category when creating or managing document types from the List Item navigation in ATM.
- The standard W2 Document Type is updated so that its category is set to Tax Document.