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Create a separate business case
Use an existing client case to bind the same verified client. Each legal entity receives its own case and entity ID.
Review scope and checklist
Enter the material list determined by the professional. Changes start a new scope version and require new evidence and preparation confirmation.
Review evidence
First accept a safe, correctly assigned document in the case workbench. An explicit reason is required for evidence acceptance or waiver.
Confirm preparation materials
This does not confirm tax calculation, signature or filing.
Preparation and independent review assignments
Assign existing authorized staff. Assignment does not mean work has begun or a return has been approved.
Open return handoff and filing status