ClearPrep Console
AR

ABC, HSI & BWSJHBD_1123

Under review
3:03Tax year 2024· 7 documents· owner Unassigned· 0/7 reviewed blocking findings open
  1. Document Intake73ms
  2. Document Inspection22ms
  3. Form Identification1ms
  4. Document Extraction3m 4s
  5. Anonymization32ms
  6. Ready for Reviewawaiting reviewer
  7. 7
    Approval & Sign-off–

Summary report

How the documents were read

  • 0 of 0read straight from the digital formDIRECT FROM FORM
  • 0scanned documents read by ClearPrep Vision, checkboxes double-verifiedDOUBLE-VERIFIED
  • 2items flagged for your reviewFLAGGED2

Data quality: schema & tax-rule checks

  • 0documents complete, every expected field captured
  • consistency checks:0 passed
  • 7 not checked: duplicate uploads or unreadable files

Document status

  • Not processed (duplicates & non-tax files)6
  • Could not be read1

Forms found and how each was read

  • Unrecognized documentnot read ×3
  • 1099-INTnot read ×2
  • 1099-Bnot read ×2

Client expense summaries

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

What needs your attention

  • Needs attention1
  • Expected form missing1

Duplicate check

No duplicate uploads detected in this packet.

Time per stage

  • Document Intake73ms
  • Document Inspection22ms
  • Form Identification1ms
  • Document Extraction3m 4s
  • Anonymization32ms

People on this return (from the Basic Details sheet)