Cover summary
A README and manifest describing the tax year, project identifiers, package version, generation timestamp, and file inventory so reviewers know what they received.
Evidence package
Everything a reviewer needs in one indexed ZIP.
The export is designed for accountants, preparers, and advisors who need traceability between reported figures and the records that support them.
Evidence index
A CSV listing each tax item with category, reported amounts, allocated support, coverage status, linked document identifiers, review notes, and relationship details.
Source documents
Byte-for-byte copies of every linked record, organized under stable paths. Original uploads in your workspace are never modified.
Unresolved-items report
An inventory of amounts still marked unsupported or partially supported, plus documents uploaded but not yet linked to any tax item.
Disclaimers
Plain-language notices that the package organizes documentary evidence only — it does not certify deductibility, legal sufficiency, or audit outcomes.
Coverage meaning
Documentary coverage labels describe linked records only. They do not certify deductibility, legal sufficiency, IRS approval, or audit outcomes.
Supported, partial, and unsupported labels reflect linked documents and entered allocations — not a determination of tax treatment.