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–
Findings102 open · 0 resolved
Needs attention02_multi-line-1099-div.jpeg

This document could not be read; its values were not captured. Raised during processing.

Open in review
Needs attention1040_Schedule_B.pdf

This document could not be read; its values were not captured. Raised while capturing values.

Open in review
Name / SSN mismatchWhole packet

A name or SSN on a document does not match anyone on the Basic Details sheet. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name or SSN on a document does not match anyone on the Basic Details sheet. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name or SSN on a document does not match anyone on the Basic Details sheet. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name or SSN on a document does not match anyone on the Basic Details sheet. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name or SSN on a document does not match anyone on the Basic Details sheet. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name or SSN on a document does not match anyone on the Basic Details sheet. Raised while anonymizing identities.

Open in review
Needs attention01_1099-div-sample-02.jpeg

sparse extraction. Raised during quality checks.

Open in review
Form checks failed01_1099-div-sample-02.jpeg

Some fields this form normally carries were not captured. Raised during quality checks.

Open in review
Checkbox verification01_1099-div-sample-02.jpeg· is_fatca_filing_requirement

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification01_1099-div-sample-02.jpeg· is_second_tin_not

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification01_1099-div-sample-02.jpeg· is_void

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Form checks failed2025-w2-01-sp.pdf· medicare_tax_floor

Some values on this form are unusual relative to each other; worth confirming against the page. Raised during quality checks.

Open in review
Checkbox verification2025-w2-01-sp.pdf· is_retirement_plan

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-w2-01-sp.pdf· is_statutory_employee

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-w2-01-sp.pdf· is_third_party_sick_pay

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-w2-01-sp.pdf· is_void

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Form checks failed2025-tax-doc.pdf· medicare_tax_floor

Some values on this form are unusual relative to each other; worth confirming against the page. Raised during quality checks.

Open in review
Checkbox verification2025-tax-doc.pdf· is_retirement_plan

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-tax-doc.pdf· is_statutory_employee

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-tax-doc.pdf· is_third_party_sick_pay

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-tax-doc.pdf· is_void

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Needs attentionssa-1099.pdf

sparse extraction. Raised during quality checks.

Open in review
Checkbox verificationShreya-w2.pdf· is_retirement_plan

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verificationShreya-w2.pdf· is_statutory_employee

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verificationShreya-w2.pdf· is_third_party_sick_pay

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verificationShreya-w2.pdf· is_void

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Form checks failed1040_Schedule_01.pdf

Some fields this form normally carries were not captured. Raised during quality checks.

Open in review
Checkbox verification1040_Schedule_01.pdf· is_digital_assets_yes

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_01.pdf· is_direct_deposit_type_checking

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_01.pdf· is_filing_status_single

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_01.pdf· is_more_than_four_dependents

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_01.pdf· is_preparer_self_employed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_01.pdf· is_taxpayer_blind

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_01.pdf· is_third_party_designee_allowed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Form checks failed1040_Schedule_D.pdf

Some fields this form normally carries were not captured. Raised during quality checks.

Open in review
Checkbox verification1040_Schedule_D.pdf· is_digital_assets_yes

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_D.pdf· is_direct_deposit_type_checking

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_D.pdf· is_filing_status_single

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_D.pdf· is_more_than_four_dependents

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_D.pdf· is_preparer_self_employed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_D.pdf· is_taxpayer_blind

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_D.pdf· is_third_party_designee_allowed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Form checks failed1040_Schedule_02.pdf

Some fields this form normally carries were not captured. Raised during quality checks.

Open in review
Checkbox verification1040_Schedule_02.pdf· is_digital_assets_yes

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_02.pdf· is_direct_deposit_type_checking

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_02.pdf· is_filing_status_single

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_02.pdf· is_more_than_four_dependents

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_02.pdf· is_preparer_self_employed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_02.pdf· is_taxpayer_blind

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_02.pdf· is_third_party_designee_allowed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Form checks failed1040_Schedule_03.pdf

Some fields this form normally carries were not captured. Raised during quality checks.

Open in review
Needs attention1040_Schedule_03.pdf

sparse extraction. Raised during quality checks.

Open in review
Checkbox verification1040_Schedule_03.pdf· is_digital_assets_yes

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_03.pdf· is_direct_deposit_type_checking

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_03.pdf· is_filing_status_single

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_03.pdf· is_more_than_four_dependents

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_03.pdf· is_preparer_self_employed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_03.pdf· is_taxpayer_blind

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_03.pdf· is_third_party_designee_allowed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Form checks failed1040_Schedule_C.pdf

Some fields this form normally carries were not captured. Raised during quality checks.

Open in review
Needs attention1040_Schedule_C.pdf

sparse extraction. Raised during quality checks.

Open in review
Checkbox verification1040_Schedule_C.pdf· is_digital_assets_yes

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_C.pdf· is_direct_deposit_type_checking

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_C.pdf· is_filing_status_single

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_C.pdf· is_more_than_four_dependents

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_C.pdf· is_preparer_self_employed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_C.pdf· is_taxpayer_blind

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification1040_Schedule_C.pdf· is_third_party_designee_allowed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Form checks failed2025-1040-01.pdf

Some fields this form normally carries were not captured. Raised during quality checks.

Open in review
Checkbox verification2025-1040-01.pdf· is_digital_assets_yes

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-1040-01.pdf· is_direct_deposit_type_checking

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-1040-01.pdf· is_filing_status_single

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-1040-01.pdf· is_more_than_four_dependents

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-1040-01.pdf· is_preparer_self_employed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-1040-01.pdf· is_taxpayer_blind

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Checkbox verification2025-1040-01.pdf· is_third_party_designee_allowed

Neither checkbox reader was confident; confirm against the page. Raised while capturing values.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review
Name / SSN mismatchWhole packet

A name on a document could match more than one person on the return. Raised while anonymizing identities.

Open in review