Document Types Configuration
Document Classification
Approved document types for classification and processing
beefree-ai-itr-automation
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Janvi shah
Janvi shahNeed to generate proposal for the same
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Befree ITR Automation · Configuration
Configuration Sign-Off
This is the final approval step before the system moves into active use. Confirming the items below affirms your responsibility for how the system reads, classifies, extracts, and maps every document your team submits.
Sign-off covers four approved areas: document types, extraction fields, mapping rules, and the structured output template. Each was reviewed and agreed with Befree ahead of deployment.
Ready to proceed — review each configuration area below, then confirm your sign-off to finalize the setup.
Configuration scope
What you are approving
Four configuration categories define how documents are read, extracted, mapped and produced. Review each one below before proceeding to sign-off.
Extraction Fields Configuration
Data Extraction
Approved data fields to extract from each supported document type
Mapping Rules Configuration
Data Mapping
Rules for categorizing extracted information into income and deduction categories
Output Template Configuration
Structured Output
Befree-defined output template structure for final generation
Sign off configuration
Review each configuration category below, mark it as reviewed, then confirm to complete sign-off.
0 of 4 reviewed
Document Types ConfigurationDocument Classification
Ready for reviewExtraction Fields ConfigurationData Extraction
Ready for reviewMapping Rules ConfigurationData Mapping
Ready for reviewOutput Template ConfigurationStructured Output
Ready for reviewReview all 4 configuration items above before confirming sign-off.
Internal document workspace
Befree Tax Automation
Efficient, accurate document handling built for trust across every individual tax return.
Automates the reading, classification, extraction and mapping of financial data from submitted tax documents into a structured output, giving Befree's internal preparation staff a clear, reviewed foundation for every return.
Sign InWhy beefree-ai-itr-automation
Built for accurate, secure tax document preparation
Streamlined Document Processing
Digital and scanned PDFs, common image formats, and both structured and unstructured layouts are read automatically, with OCR applied only where needed before each document is classified against Befree's approved document types.
Secure Financial Data
Sensitive financial information from every ITR document set is handled under confidential, controlled access, with authentication and authorization required before any output is generated for Befree's internal workflow.
Accurate Extraction
Approved data fields are pulled from each source document and mapped into income and deduction categories, so internal staff can review and confirm every value against its traceable source before the structured output is produced.
The automation pipeline
From submission to structured output
Every ITR document set moves through seven automated stages before it reaches internal review, giving Befree staff a clear, traceable path from raw documents to finished output.
- 01Document submissionPDFs and scanned images intake
- 02Reading & OCRDigital text or OCR pass
- 03ClassificationMatched to approved document types
- 04Data extractionFields pulled per document type
- 05Categorisation & mappingMapped to the output template
- 06Validation & reviewInternal staff confirm accuracy
- 07Structured outputExportable template generated
Ready when you are
Sign in to start your next document set
Internal Befree staff can sign in to submit documents, review extracted data, and generate structured output for every individual tax return.
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