See how to onboard a taxpayer, validate exchange evidence, review edge cases, and move toward a client-ready report package.
Start with source registration and evidence capture before allowing imports to become normalized ledger entries.
Use review, ledger, and snapshot comparison together so each published report can be defended against its source trail.
The app now includes a CA validation sprint with a 20-scenario pack covering disposals, revenue income, transfers, and filing-readiness checks.
Use the taxpayer PDF, practitioner CSV, and snapshot JSON together when reviewing a scenario externally.
Watch scheduled source health, privacy-request follow-through, and report handoff completeness from the operations and settings surfaces.
A snapshot should not be treated as outward-ready until the stored export package is complete and any manual overrides have been consciously reviewed.