Root admin action to change the status of a tax form

[alanna]

User story

As a platform admin, I want to update the status of users' tax forms myself, so we don't have to ask a dev each time we have to process one manually, and to enable faster unblocking for users held up by a tax form status issue.

Best solution for this problem

Add a 'tax form' section to root admin dashboard, where you can select a user profile and change between statuses (not requested, requested, received - or whatever they are called)

@Betree WDYT?

[Betree]

Sounds good, I would also add an input for the document link as it's important we keep storing them

[Betree]

Looking back at this one I think we should add this feature directly into the interface, on the "Tax form required" message. A simple button like "Mark as received" would open a modal with an input for the document link.

[alanna]

Ideally this would also include a way to upload the form itself (received manually) to the right place in storage with the other tax forms

[SudharakaP]

Looking back at this one I think we should add this feature directly into the interface, on the "Tax form required" message. A simple button like "Mark as received" would open a modal with an input for the document link.

@Betree : Only issue I have here is the placement of the button. Are we good to add it on the tax form warning message itself?

• This would only be shown to host admins.
• Once clicked we open a modal with field to add the link.

[Betree]

Once clicked we open a modal with field to add the link.

Is it the responsibility of the host admin to find this link and set it? We already have it in the database, why not send it directly?

[SudharakaP]

Once clicked we open a modal with field to add the link.

Is it the responsibility of the host admin to find this link and set it? We already have it in the database, why not send it directly?

My understanding here is that the host admin will have the tax file; they first go to Google Drive (which we currently use) and upload it to the tax folder. Then copy the link from there and set it on the modal here. Are you suggesting that a dev does the link update in the db and the the host admin just changes the status?

[Betree]

@SudharakaP Oh my bad, I thought this was the issue about being able to re-send tax forms request emails (#6126). Your proposal sounds good then!