10 results.

Routes
- Go to DashboardHome
- Go to Documents/dashboard/documents
- Go to Returns/returns
- Go to Partner queue/dashboard/review/partner
- Go to Clients/dashboard/clients
- Go to Settings/dashboard/settings
- Go to Audit trail/dashboard/audit-trail
Actions
- Upload documentOpen uploader
- Invite memberOpen invite dialog
- New saved viewCreate from current filters

↑↓ navigate·↵ activate·esc close10 results

Codenamepreparer

Workspace

Dashboard Workflow Documents Clients Returns Review queue Audit log Knowledge graph

This return

Ingestion01 Extraction02 Calculation03 Rendered return04

Corrections Low confidence Completeness Solver failures

Firm

Team Firm config

Alex Demo

Owner · Demo Firm, LLP

owner

Alex Demo

owner@demo.firm.test

Unverified provenance

Returns/2024/Jordan Lee — staff designer (W-2 single filer)

Preparer In Progress

Tweaks

Appearance

Theme

Density

Form view

Show inspector paneShow YoY deltas

Jump to stage

Stage

1 IngestionData ingestion
2 ExtractionField extraction
3 CalculationCalculation engine
4 ReturnRendered return

Codenamepreparer

Workspace

Dashboard Workflow Documents Clients Returns Review queue Audit log Knowledge graph

This return

Ingestion01 Extraction02 Calculation03 Rendered return04

Corrections Low confidence Completeness Solver failures

Firm

Team Firm config

Alex Demo

Owner · Demo Firm, LLP

Unverified provenance

Returns/2024/Jordan Lee — staff designer (W-2 single filer)

Preparer In Progress

Tweaks

Appearance

Theme

Density

Form view

Show inspector paneShow YoY deltas

Jump to stage

Stage

1 IngestionData ingestion
2 ExtractionField extraction
3 CalculationCalculation engine
4 ReturnRendered return

Taxpayer statement only

Return lines whose value rests only on taxpayer-provided support.

Total

Open

Needs info

Resolved

Line form-1040.L12 is supported only by taxpayer-provided evidence.

source_taxpayer_statement_only

form-1040.L12 · evaluated 7/27/2026, 6:26:36 AM

MediumOpen

Confirm the taxpayer statement is acceptable or request third-party substantiation.

form: form-1040
line_id: form-1040.L12
value: 14600.00
from_kind: organizer
reason: taxpayer_statement_only

No source document attached.

Decision note