ClearPrep Console
AR

ABC, HSI & BWSJHBD_1123

Under review
12:01Tax year 2024· 15 documents· owner Unassigned· 0/15 reviewed blocking findings open
  1. Document Intake567ms
  2. Document Inspection87ms
  3. Form Identification6ms
  4. Document Extraction12m 0s
  5. Anonymization69ms
  6. Ready for Reviewawaiting reviewer
  7. 7
    Approval & Sign-off–

Summary report

How the documents were read

  • 2 of 2read straight from the digital formDIRECT FROM FORM
  • 0scanned documents read by ClearPrep Vision, checkboxes double-verifiedDOUBLE-VERIFIED
  • 16items flagged for your reviewFLAGGED16

Data quality: schema & tax-rule checks

  • 2documents complete, every expected field captured
  • consistency checks:2 passed
  • 13 not checked: duplicate uploads or unreadable files

Document status

  • Could not be read13
  • Data captured2

Forms found and how each was read

  • 1099-INTRead from PDF data ×1
  • 1099-BRead from PDF data ×1
  • Unrecognized documentnot read ×13

Client expense summaries

No client-prepared summaries (medical, donations, taxes paid…) in this packet.

What needs your attention

  • Needs attention13
  • Name / SSN mismatch3

Duplicate check

No duplicate uploads detected in this packet.

Time per stage

  • Document Intake567ms
  • Document Inspection87ms
  • Form Identification6ms
  • Document Extraction12m 0s
  • Anonymization69ms

People on this return (from the Basic Details sheet)

taxpayer
Laura Mercer
SSN 961-30-9084