ABC, HSI & BWSJHBD_1123
Under review9:01Tax year 2023· 22 documents· owner Unassigned· 0/22 reviewed blocking findings open
- Document Intake69ms
- Document Inspection258ms
- Form Identification5ms
- Document Extraction9m 1s
- Anonymization88ms
- Ready for Reviewawaiting reviewer
- 7Approval & Sign-off–
Summary report
How the documents were read
- 10 of 10read straight from the digital formDIRECT FROM FORM
- 0scanned documents read by ClearPrep Vision, checkboxes double-verifiedDOUBLE-VERIFIED
- 23items flagged for your reviewFLAGGED23
Data quality: schema & tax-rule checks
- 10documents complete, every expected field captured
- consistency checks:9 passed· 1 need review
- 12 not checked: duplicate uploads or unreadable files
Document status
- Data captured9
- Could not be read10
- Not processed (duplicates & non-tax files)2
- Needs review1
Forms found and how each was read
- 1099-BRead from PDF data ×6
- 1099-GRead from PDF data ×1
- 1099-INTRead from PDF data ×1
- 1099-DIVRead from PDF data ×1
- W-2Read from PDF data ×1
- Unrecognized documentnot read ×12
Client expense summaries
No client-prepared summaries (medical, donations, taxes paid…) in this packet.
What needs your attention
- Name / SSN mismatch12
- Needs attention10
- Form checks failed1
Duplicate check
No duplicate uploads detected in this packet.
Time per stage
- Document Intake69ms
- Document Inspection258ms
- Form Identification5ms
- Document Extraction9m 1s
- Anonymization88ms
People on this return (from the Basic Details sheet)
taxpayer
Michael Bennett
SSN 993-28-7958