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Submit a client's supporting documents here to begin the Individual Tax Return workflow. Each set is read, classified, and mapped into structured data for internal review before final output.
See Help for detailed submission instructions →Identify the client, upload the supporting documents, confirm the set meets submission requirements, then send it into the processing workflow.
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Drag and drop files here, or choose files from your device
Accepted formats: PDF, JPG, PNG, TIFF · Up to 15 files · Max 25 MB total
A quick-reference summary of document sets you have submitted or started, so you can check status and jump back into a submission without re-entering details.
| Set name | Documents | Actions | ||
|---|---|---|---|---|
| 2025 Supporting Financial Recordsdocset-2026-002 | 20 Aug 2026 | 0 | Draft | Continue draft |
| 2024 Client Tax Return Documentsdocset-2026-001 | 15 Aug 2026 | 4 | Submitted | Resubmit |
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 InDigital 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.
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.
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.
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.
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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