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Severity
TitleCaseSeverityWaiting OnUpdatedAction
Review W-2 extraction and validate wages
Intake
John & Mary Smith
FAM-2025-001
WARNINGCPA
Today 10:24 AM
View Thread
Verify substantial presence test calculation for 2024
IntakeRisk
IMM-001
IMM-001
WARNINGCPA
Today 7:24 AM
View Thread
Smith Family 1040

FAM-2025-001

Needs Review
Current Step: Document Verification67%

4/6 steps completed

ETA: 2h
Confidence: 87%
Tax Filing Agent
Review IssuesOpen Case

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Missing documents may create pending actions requiring your attention.

Missing

1

Provided

1

Needs Review

1

Agent Found

1

Top Missing Items

1099-INT (Interest Income)

Missing
Agent Timeline
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Analyzing uploaded W-2 for Smith Family

DocumentAnalyzer•598d ago

Extracted income data from W-2.pdf

OCRProcessor•598d ago

Successfully mapped 12 fields to tax schema

DataMapper•598d ago

CPA approved initial findings

ReviewAssistant•598d ago

Failed to locate 1099-INT for Chase Bank

DocumentRetriever•598d ago

Escalated to CPA for client request

CommunicationBot•598d ago

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