Exception queue Metrics

Document Classification Cockpit

The system sorts uploads first. Staff review exceptions, duplicates, missing items, and client corrections.

Upload client documents

Bulk actions are disabled until server-side eligibility and per-item audit results are available.

Open this case Materials and questions Review Client Portal link Return to saved batch

Targets in this drop-off batch

Recommended next step for this case

Checking current case facts…

Review W-2 local material for this case

Checklist items still missing

Ask for missing material and confirmed issues in one request

Select missing items or questions already confirmed by Staff, edit the private draft, then review the exact Client Portal message before publishing. A saved draft and a file receipt do not mean the client has received or Staff has accepted material.

Checking current requests…

Current items to request

Message opening Message closing

I reviewed this recipient, case, selected items, language of the exact message and Client Portal visibility. Publish this saved request.

Items already received or requested

Staff follow-up questions

Drafts stay with Staff. Only the separate Publish action makes a question visible in this client's Portal. No email is sent by this action.

Review case facts and requests Upload a supplement

Already received file to review for linking

Review the original and confirm its correct request below; choosing a file here does not change its classification.

Confirm this personal-case request is not applicable

Use only after checking the client’s confirmed case facts. This records a reasoned Staff waiver of the material request; it does not accept a document or complete a tax return. Business material waivers require the designated professional.

Basis Audit reason and source (15–500 characters) I checked the case facts and this request; no current received file supports it.

Material request Question title Specific question Why this is needed What the client should do next

Checking private edit draft…