Proof / One Return, End to End
Every tax platform claims to handle the workflow. Almost none of them will show you a single return going through it, start to finish, including the parts where a human had to decide something.
Here is one 1040: fourteen documents in, three exceptions raised, three CPA decisions recorded, and a handoff to the firm's tax engine.
Provenance
This is a synthetic product demonstration based on a representative workflow. It is not a measured customer result.
No timing is claimed anywhere on this page, because none was measured on a real engagement. When a design partner gives permission, this is replaced with an anonymized real workflow and the label changes with it.
01/The engagement
| Workflow | 1040 — individual |
| Provenance | Synthetic demonstration |
| Source documents | 14 |
| Exceptions surfaced | 3 |
| Reviewer actions | Two accepted, one corrected with a documented reason. |
| Engine handoff | Structured handoff toward the firm's tax engine |
| Timing | Not measured, so not published |
| Extracted field count | Not published without a documented benchmark |
| Validation checks run | Not published without a documented benchmark |
02/Step by step
Fourteen files arrive through the portal over nine days: two W-2s, a consolidated brokerage statement, a mortgage interest statement, childcare receipts, and a photograph of a 1099-INT taken on a phone.
Each file is sorted by document type and its named fields are extracted into workpapers. The value keeps a link back to the page it came from.
Last year's return listed a K-1 that has not arrived this year. It stays on the outstanding list rather than being silently dropped.
The phone photograph of the 1099-INT extracts at low confidence. The brokerage statement reports RSU basis that does not include compensation income already taxed through the W-2. State wages disagree between the two W-2s.
The 1099-INT is confirmed against the source pane and accepted. The RSU basis is corrected, with the reason recorded. The state wage difference is a genuine part-year move and is documented as such.
The review package and workpapers are assembled. With the 8879 signed, the reviewer either transmits the return from TaxScout through IRS MeF under the firm's EFIN, or hands approved data to the professional tax software the firm uses.
03/What this shows
Three exceptions were raised and a person decided all three. That is the design, not a shortfall: the RSU basis correction in step five is exactly the failure that went undetected across four tax years on the founder's own return, and no amount of extraction accuracy would have caught it without a reviewer being shown the discrepancy and asked.
TaxScout e-files supported federal and state returns through IRS MeF under your firm's EFIN — or hands approved data to the professional tax software your firm already uses. E-file coverage is published per return type, and nothing is transmitted before the reviewer approves and the 8879 is signed.
·/Limitations
The recurring demo runs this same workflow and answers whatever it raises.