Prepare evidence before tax review

Tax Services

Import activity, resolve missing evidence,

and prepare reviewed records for an advisor handoff.

Capital gain review depends on complete acquisition, disposal, fee and valuation evidence for every relevant transaction.

Open lots and missing prices remain flagged until they are resolved by the review workflow.

Income review separates rewards, payments, airdrops and other taxable events so each item can be supported with source evidence.

Unclassified income stays in the review queue instead of being silently included in final-looking totals.

The checklist shows whether imports, classifications, cost basis, valuation locks and review items are complete for the selected period.

Report output stays blocked until the evidence package and advisor-review gates prove the data is ready for export.

Act before it's too late