Review and filing

Review with sources. File with approvals.

The prep packet links every number to the page it came from. Three approvals — preparer, office, client — happen before anything is transmitted, and a change request voids them all.

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Prep packet

Every value points to its source.

When a review starts, the assistant assembles a packet from the client's documents: wages, withholding, interest, mortgage interest, prior-year figures. Each field shows its page and box, a confidence level, and a flag when something needs a second look. The professional decides.

  • Click a field, see the page
  • Low confidence flagged
  • Prior-year comparison

Extracted data

SIMULATED
Wages, tips, other compensation (Box 1)$84,500.00 p.1 · box 1
Federal income tax withheld (Box 2)$11,920.00 p.1 · box 2
Mortgage interest (1098)$6,214.00 p.2 · box 1

Employer name differs from last year’s return. Confirm with the client.

Approvals

Preparer, then office, then client.

Approvals happen in order and are recorded with who and when. Requesting changes voids earlier approvals so nothing stale reaches the client. The client authorizes from their portal after seeing the figures.

  • Ordered approvals
  • Change requests void approvals
  • Client authorization from the portal

Approvals

  1. Preparer approvalRobert M. · Oct 27, 10:48 AM
  2. Office approvalHeidi R. · Oct 27, 11:02 AM
  3. 3Client authorizationWaiting for Florence F.

Nothing is transmitted until all three are in.

Transmission

Transmit only when every gate is green.

This season, returns are e-filed through our partner's authorized provider. In the current release the transmit step runs in simulated mode and is labeled as such on screen; acknowledgements, rejections and corrections follow the same workflow either way.

  • Labeled simulated transmit today
  • Acknowledgement log
  • Corrections restart approvals

Transmission log

SIMULATED
TRANSMITTEDOct 28, 9:14 AM
ACCEPTEDOct 28, 9:31 AM · ack A-SIMULATED-1049

Available only after all three approvals.

Notes

Notes and dictation stay with the case.

Reviewers type or dictate notes against the whole return or a single field. Change requests, dictation and plain notes are kept with the case for the office approver and for later.

  • Dictate in the browser
  • Notes per field
  • Kept with the case

Review notes

Dictated · on Mortgage interestConfirm the second lender’s 1098 before office approval.
Change requestPrior-year refund doesn’t match page 2.

What's included

Everything in the box.

  • Source-linked prep packet
  • Confidence flags
  • Prior-year comparison
  • Review questions from the assistant
  • Notes and dictation
  • Preparer approval
  • Office approval
  • Client authorization
  • Transmission log
  • Corrections workflow

Keep exploring

Related

Keep exploring

AI toolsHow the packet is assembled.Payments & e-signFees and authorization.Trust & securityEncryption, MFA, audit.

See a packet with every source attached.

A short walkthrough with your office's questions in mind.

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