TaxReviewProAI-Assisted Tax Return Quality Control
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Sample, Maria L. (DEMO)

Corrections Required
Tax year
2024
Return type
1040
State(s)
CA
Preparer
J. Alvarez
Reviewer
D. Okafor
Review round
1
Upload Revised Return
Total issues9
Critical1
Errors2
Warnings2
Needs verification4
Corrected0

Sample / demo data. All taxpayers, figures and findings shown are synthetic prototype content — not tax conclusions or client deliverables. Automated document extraction and AI review are not connected in this version.

Review Findings

Showing only issues and items requiring verification. Items that passed are not listed.

Source Document Reconciliation

2 item(s)
  • ErrorOpenRound 1

    Form 1040, Line 1a / W-2 (2 forms)

    Current$142,500Expected$147,800Difference$5,300 understated
  • VerifyOpenRound 1

    Schedule B, Part I / 1099-INT (3 forms)

    Current$2,145Expected$2,308Difference$163 to verify

Cross-Form Review

2 item(s)
  • ErrorOpenRound 1

    CA Form 540, Line 71 / W-2 Box 17

    Current$8,240Expected$8,610Difference$370 understated
  • VerifyOpenRound 1

    Schedule K-1 (1120-S) Box 1 / Schedule E, Part II

    Current$18,400 on Schedule EExpected$18,400 per K-1 (entity name blank)DifferenceAmount ties; entity identification incomplete

Prior-Year Comparison

2 item(s)
  • WarningOpenRound 1

    Prior-year 1040 (Form 8938, FBAR) vs current draft

    CurrentCurrent year: Form 8938 onlyExpectedPrior year: Form 8938 + FBAR (FinCEN 114)Difference1 fewer foreign filing this year
  • WarningOpenRound 1

    Schedule E, Line 18 (rental property)

    Current$4,120Expected$6,480 (prior year)Difference$2,360 decrease

Tax Logic Review

2 item(s)
  • CriticalOpenRound 1

    Form 8621 / Form 1099-DIV (foreign fund), Form 8938 Part I

    CurrentNo Form 8621 in returnExpectedForm 8621 may be required (1 fund holding)Difference1 potential filing requirement not addressed
  • VerifyOpenRound 1

    Form 1099-DIV Box 7 / Form 1116, Schedule 3

    Current$612 foreign tax paid, no 1116ExpectedForm 1116 or documented de minimis electionDifferenceCredit treatment undocumented

OTS Internal Rules

1 item(s)
  • VerifyOpenRound 1

    Schedule C, Line 30 / OTS internal checklist

    Current$1,880 claimed, no attestation on fileExpectedSigned attestation in case fileDifferenceMissing internal documentation