Admin Operations

Tax form field review workbench

Checking current client, year and source…

Review machine values, evidence provenance, and staff overrides without exposing raw provider JSON.

Back to intake file

Checking this case’s review sequence…

Optional correction explanation

Use this only when the source decision represents a confirmed system error or a client change. Ordinary professional review needs no correction form.

Quality evidence and reason amendments
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Secure source preview

The current scanned source stays in this page. PDF pages use the recorded source evidence. Highlights appear only when source coordinates are present.

CSV / XLSX source cells

Choose a field to inspect its recorded source range.

Open the full source-cell workbench

Fields