Document submission
Accepts digital and scanned PDFs plus common scanned-image formats, including structured and unstructured layouts. Multiple supporting documents can be submitted together as part of the same ITR document set.
beefree-ai-itr-automation
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Janvi shah
Janvi shahNeed to generate proposal for the same
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Handover Documentation & Workflow Guide
A quick orientation to how the ITR automation workflow moves document sets from submission through review to a structured, exportable output — and how uncertain cases are surfaced for manual attention.
Information review
Internal staff review the data extracted from each document set before it is finalised. Every extracted item retains a reference to its source document, so confirmation is traceable back to the original page.
Output generation
Once information is reviewed and confirmed, the system generates a structured, exportable output following the Befree-provided template, with extracted data mapped into the agreed categories.
Issue identification
Documents that fall outside an approved type, or data with low extraction confidence, are marked for manual review rather than pushed through automatically, keeping uncertain cases visible to staff.
Quick Answers
Ask a Subject-Matter Expert
Select a topic, describe the question or mapping you need validated, and an internal specialist will follow up.
Recent Requests
- Mapping & CategorisationAnswered
Need confirmation that the rental income schedule maps to the correct output template row.
18 Aug 2026 - Document Reading & OCRIn Review
OCR confidence looks low on a scanned payment summary; can a specialist review it?
17 Aug 2026 - Document ClassificationSubmitted
Uncertain whether a foreign income statement should be classified under the current approved doc…
15 Aug 2026
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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