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Status Rejected
Feedback Type United States
Created by Jennifer Schulte
Created on Jun 3, 2025

June 2025 UAT - US Tax Return Pop Up

If the team hasn't received consent from their client to store the tax return info, there should be language in the definition explaining what they should / how they should obtain it or not to include it if they haven't received approval.

Workspace Territory United States
  • Admin
    Kelly Hughes
    Aug 21, 2026

    Hi Jen, thank you for the submission. We will not be adding any additional direction for the consent at this time as ultimately, how consent is obtained is a matter of internal business practice. Our role is to focus on enabling the technical solution, while trusting our fellow PwCers to implement appropriate business practices and compliance measures within their teams.