What is Audit Trail?

An audit trail is a record of actions and changes made to information as work progresses.

Explanation

In tax-resolution preparation, a record of edits, review notes, and approvals can help a reviewer understand how a proposed form value was prepared. An audit trail helps explain a process; it does not by itself verify that a source document or final value is correct.

In Rima's preparation workflow

Rima's review workflow lets case managers submit prepared work and enrolled agents review, edit, approve, or return it with notes.

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Related Terms

Data Provenance

Information about where a value came from and how it was prepared.

Workflow Automation

Using software to organize repeatable steps and handoffs in a process.

Data Validation

Checking extracted information against sources and expected requirements.

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