ClearPrep Console
AR

ABC, HSI & BWSJHBD_1123

Under review
24:11Tax year 2024· 15 documents· owner Unassigned· 0/15 reviewed blocking findings open
  1. Document Intake20m 0s
  2. Document Inspection89ms
  3. Form Identification4ms
  4. Document Extraction4m 11s
  5. Anonymization74ms
  6. Ready for Reviewawaiting reviewer
  7. 7
    Approval & Sign-off–

Summary report

How the documents were read

  • 2 of 13read straight from the digital formDIRECT FROM FORM
  • 11scanned documents read by ClearPrep Vision, checkboxes double-verifiedDOUBLE-VERIFIED
  • 102items flagged for your reviewFLAGGED102

Data quality: schema & tax-rule checks

  • 6documents complete, every expected field captured
  • 7missing some expected fields, check in review
  • consistency checks:11 passed· 2 need review
  • 2 not checked: duplicate uploads or unreadable files

Document status

  • Could not be read2
  • Needs review11
  • Data captured2

Forms found and how each was read

  • 1040Scanned · ClearPrep Vision ×6
  • W-2Scanned · ClearPrep Vision ×3
  • 1099-DIVScanned · ClearPrep Vision ×1not read ×1
  • 1099-INTRead from PDF data ×1
  • SSA-1099Scanned · ClearPrep Vision ×1
  • 1099-BRead from PDF data ×1
  • Unrecognized documentnot read ×1

Client expense summaries

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

What needs your attention

  • Checkbox verification57
  • Name / SSN mismatch30
  • Form checks failed9
  • Needs attention6

Duplicate check

No duplicate uploads detected in this packet.

Time per stage

  • Document Intake20m 0s
  • Document Inspection89ms
  • Form Identification4ms
  • Document Extraction4m 11s
  • Anonymization74ms

People on this return (from the Basic Details sheet)

taxpayer
Nina Reed
SSN 975-85-2658