befree-itr-automation
Janvi shahthis is scope of work I need proper designs
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Generated Outputs
3 structured outputs on recordOutput Preview
ITR Document Set #2026-001 – 24/08/2026 14:32| Category | Extracted Field | Value | Validation |
|---|---|---|---|
| Income | Salary and Wages | $84,210.00 | Confirmed |
| Income | Interest Income | $412.55 | Confirmed |
| Income | Dividend Income | $1,120.00 | Extracted |
| Deductions | Work-Related Expenses | $1,860.40 | Confirmed |
| Offsets | Private Health Offset | $210.00 | Flagged |
ITR Document Set #2026-001 maps 12 extracted fields across 5 source documents. Hover a preview row to see the originating document; each mapped value is attributed to its exact source document reference.
Verified Records
Read-only reference of completed and verified workpapers, traceable back to their source document sets and linked structured outputs.
| Workpaper | Verified | Verified By | Status | Source Docs | Linked Output | Detail |
|---|---|---|---|---|---|---|
| WP-001Workpaper Set #2026-001 | 24/08/2026 14:45 | Tax Administrator | Verified | 5 | output-001 | |
| WP-002Workpaper Set #2026-002 | 25/08/2026 09:30 | Senior Tax Specialist | Verified | 7 | output-002 | |
| WP-003Workpaper Set #2026-003 | 26/08/2026 12:00 | Tax Administrator | Verified | 4 | output-003 |
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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