Individual tax returns · planned workflow
Tax client intake with a clear view of what is missing
Tax client intake is the work of collecting facts and source documents before a return can be prepared. Apraxo is building a guided request that shows clients what to do next and shows a small tax firm which items are missing, submitted, or awaiting review.
Request pilot accessThe problem
A received file is not a ready return.
A folder can show that three files arrived without showing whether the W-2 is still missing or whether a photo is readable. An email can answer a question without attaching that answer to the relevant return. The planned pilot treats each requested document or answer as a trackable item, then links the reviewed result to the client and job.
How the planned flow works
From request to review
Choose relevant items
The planned Tax & Accounting content seeds common document types such as W-2, 1099, 1098, K-1, brokerage statements, and prior-year returns. The firm chooses which questions and files apply to this engagement.
Give clients a next step
The planned signed-in browser portal lets a client answer the organizer, upload against a named checklist item, save progress, or mark a document unavailable.
Review before preparation
A staff member can see each item’s state, accept or reject an upload, and ask for a replacement. Only reviewed information should move into preparation.
Example request
An illustrative individual-return request
The actual request depends on the client and the engagement. A firm might begin with:
- Changes since the last filing year and basic household details
- Prior-year return, if the firm does not already have it
- W-2 and applicable 1099 forms
- Other relevant records, such as a 1098, K-1, brokerage statement, or ID when the firm needs it
- A clear “not applicable” or “not available” response for an item the client cannot provide
A working example
Jordan’s individual return
Illustrative status after the first client visit. This example shows how a firm could distinguish a document that has arrived from one it has actually reviewed.
This example is a workflow illustration, not a universal tax-document checklist. The firm decides which facts and records are relevant and reviews any response marked unavailable.
- Prior-year returnUploaded and accepted by the firmReceived
- W-2Requested; the client has not uploaded itMissing
- Photo IDUploaded; a staff member needs to review itReview
- 1099 incomeClient needs to confirm whether this appliesQuestion
Jordan can see the remaining W-2 request and the question about 1099 income. The uploaded ID is visible as submitted, without implying that the firm has accepted it.
The preparer sees one missing document, one upload awaiting review, and one unanswered applicability question. That is a more useful starting point than a count of files in a folder.
The handoff
From accepted documents to return preparation.
Once answers and files are reviewed, the planned workflow keeps them with the right client and job. The preparer can start from an organized record instead of reconstructing an email thread. Apraxo is not tax-preparation software and does not calculate or file returns.
Pilot scope
A clear view of what is planned.
This page describes the planned tax-firm pilot. The illustrated checklist and review flow are not available as a public product today. We will confirm the working scope and timing with selected firms before real client work begins.
How we are approaching security →Questions firms ask
Before you join
Can a firm customize the checklist?
That is the plan. The product requirements call for tax document types and templates, with firm-controlled requests and per-item review.
Does the client need an account?
Yes. The first pilot is planned around a signed-in browser portal with a password and email code.
Is this a tax organizer or tax software replacement?
No. The planned intake combines questions and document requests before preparation. Firms will continue using their tax software for the return itself.