befree-itr-automation
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Configuration
Review data-categorization and mapping rules applied to extracted document fields, and approve the structured output template used to generate Befree's tax-preparation workpapers.
- Mapping rules
- 3 total — 2 approved, 1 pending review
- Output template
- ITR Output Template v2.1Approved
- Last updated
- 2026-01-20
Data-Categorization & Mapping Rules
Review the rules extracted from supported document types that map source fields into Befree’s income and deduction categories. Approve each rule or request changes before it is applied to structured output generation.
| Select | Source Field | Target Category | Document Type | Status | Actions |
|---|---|---|---|---|---|
| Salary income | Income category: Salary and wages | Payslip | Approved | ||
| Dividend income | Income category: Dividend income | Distribution statement | Approved | ||
| Rental expenses | Deduction category: Work-related expenses | Rental invoice | Pending |
Approving this template finalizes its field structure for use in structured output generation. Requesting modifications returns the template to Draft status pending review.
Current status: Approved
FROM RAW TAX DOCUMENTS TO STRUCTURED OUTPUT
Submit PAYG summaries, bank statements, and dividend records on one side. AI-assisted OCR, classification, and extraction map every field into Befree's structured output template on the other — ready for review and your existing tax-preparation workflow.
| Extracted Field | Value |
|---|---|
| Salary & Wages | $84,210 |
| Interest Income | $1,340 |
| Dividend Income | $2,905 |
| Rental Income | $18,600 |
| Work Deductions | $3,120 |
Why Befree Tax Automation
Automates document ingestion and OCR processing — digital and scanned PDFs and common image formats are read automatically, removing manual transcription from every ITR document set.
Extracts financial data with AI assistance — salary, wages, interest, dividends, rental income, deductions, offsets and credits are pulled directly from supported document types.
Maps data to the Befree output template automatically — extracted fields are categorised and mapped using approved rules, with traceability held back to the source document.
Structured output integrates with your existing workflow — review and confirm extracted data, then generate an exportable output ready for Befree’s tax-preparation process.
How It Works
A seven-stage automation pipeline moves each ITR document set from raw submission to a structured, Befree-ready output — with an internal review checkpoint before anything is finalised.
Document Ingestion
Accepts digital and scanned PDF documents, along with common scanned-image formats.Supports multiple supporting documents submitted together as part of the same ITR document set.
OCR and Document Reading
Determines whether a document contains readable digital text or requires OCR before extraction.Reads available text directly from digital PDFs; applies OCR to supported scanned PDFs and images.
Document Classification
Classifies each document according to Befree’s agreed, approved document types.Classification determines which extraction fields and rules apply to the document.
Financial Data Extraction
Extracts approved data fields from supported document types using an AI/ML-assisted process.Extracts: salary, wages, interest income, dividend income, rental income, work-related deductions, tax offsets, tax credits.
Data Categorization and Mapping
Maps extracted information into the Befree-defined output template.Covers source document type, extracted field, and the relevant income or deduction category, applied via approved rules.
Review and Validation
Provides a review step for Befree’s internal staff to inspect extracted information before final use.Internal users review extracted data, view assigned categories, and confirm information before output generation.
Structured Output
Generates a structured, exportable output following the Befree-provided template.Delivered in Excel or an approved format, ready for use in the existing tax-preparation workflow.
→ Traceability is maintained throughout: every extracted value keeps a reference back to its source document, extracted field, and value for review purposes.
READY TO AUTOMATE YOUR ITR WORKFLOW?
Submit a document set, let AI-assisted OCR and extraction do the transcription, and review structured, traceable output before it moves into your existing tax-preparation workflow.
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