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
AI-Driven Tax Workpaper Automation
An internal AI-assisted platform that converts client source documents into verified, structured ITR workpapers.
How It Works
Ingest
Client source documents are uploaded individually or as combined PDF decks, then automatically detected and split into logical document units.
Classify & Extract
AI-assisted classification and data extraction from source documents into verified, structured ITR workpapers, with the appropriate schema applied per document type.
Review & Verify
Extracted data is viewed side-by-side with source documents for verification, taxonomy categorization, and full traceability before sign-off.
Export
Approved cases generate structured workpapers, exportable as Excel, JSON, and CSV with source traceability preserved for every value.
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