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Tax return preparation and review

Automates tax return preparation by gathering client data, preparing returns, conducting quality reviews, and routing for final approval. Reduces manual effort and ensures compliance during busy tax season.

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Workflow Trigger

Client uploads tax documents to secure portal or tax season deadline approaches for existing client

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Client Documents Received

    Client uploads W-2s, 1099s, receipts and other tax documents through secure client portal. System automatically organizes and validates document completeness.

    Canopy
  2. 2
    Action

    Extract Financial Data

    AI automatically extracts key tax information from uploaded documents and imports prior year data. Creates structured data set for tax preparation.

    CanopyQuickBooks
  3. 3
    Action

    Prepare Draft Return

    System generates initial tax return draft using extracted data and applies relevant deductions and credits. Flags potential issues or missing information.

    Thomson Reuters UltraTaxCCH Axcess
  4. 4
    Decision

    Review Return Complexity

    AI analyzes return complexity and risk factors to determine if automated review is sufficient or if senior reviewer assignment is needed.

    Thomson Reuters UltraTax
  5. 5
    Action

    Conduct Quality Review

    Automated quality checks verify calculations, compliance requirements, and optimal tax strategies. Senior reviewer handles complex cases flagged by decision step.

    Thomson Reuters UltraTaxKarbon
  6. 6
    Action

    Route for Final Approval

    Completed return is assigned to designated CPA for final review and e-signature approval. Client notification is prepared for delivery.

    KarbonCanopy
  7. 7
    Output

    Deliver Completed Return

    Approved tax return is automatically delivered to client through secure portal with filing instructions and payment processing if refund/balance due.

    CanopyThomson Reuters UltraTax

Outputs

  • Completed and reviewed tax returns
  • Client delivery confirmations
  • Quality control audit trail

Key Metrics

  • Return preparation time reduction
  • Review accuracy rate
  • Client satisfaction scores

Tools & Integrations

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