Prepare & Review Workflow
End-to-end flow from verified source documents to a reviewed draft return.
Workflow
- Upload source PDFs for a return.
- Classify and extract fields when an extraction API key is configured.
- Verify every field before it can feed the engine.
- Build
ReturnInputsfrom verified fields and overrides. - Compute a deterministic draft with source refs and rule citations.
- Review diagnostics, YoY deltas, and line-level provenance.
- Snapshot the reviewed draft before changing return status.
Review contract
Received means the PDF is in the system, but nothing from it can affect a draft yet.
Extracted means the document produced candidate fields and a human still has to confirm them.
Verified means the field values can safely feed the engine, which is the only point at which a line may appear in the draft.
Reviewed means the preparer has checked the draft, resolved diagnostics, and snapshotting is complete.
Why this shape
- The engine only consumes verified inputs, never raw OCR guesses.
- Every computed line carries
sourcesandcites, so a reviewer can click straight back to the source page and the rule behind the number. - Overrides stay explicit and recorded; they do not rewrite the underlying field history.
- Year-over-year checks belong in review because they compare the current draft against a prior-year anchor, not against whatever the extractor happened to guess.