Review Queue for
Tax Return Teams
Route every return through a structured review process. Track pending, in-review, and approved stages with full audit trails, preparer assignments, and reviewer notes.
CAPABILITIES
Every return reviewed, every step tracked
From preparation to approval, the Review Queue keeps your team organized and your returns error-free.
Multi-Stage Workflow
Every return follows a clear path from preparation to approval with built-in checkpoints.
- Pending → In Review → Approved kanban board
- Drag-and-drop movement between columns
- "Needs Changes" rejection loop with specific notes
- Priority flagging and deadline tracking
Preparer & Reviewer Assignment
Distribute workload and route completed work to the right reviewer automatically.
- Role-based assignment for preparers, reviewers, and partners
- Workload balancing with live queue counts
- Auto-routing rules for complex returns
- Each team member sees only their relevant queue
Notes & Approval Chain
Every action is logged. Reviewer notes, status changes, and approvals create an audit-ready trail.
- Threaded review comments on specific line items
- Multi-level sign-off with partner approval thresholds
- Timestamped log of every action for IRS inquiries
- Inline notes on specific schedules and forms
Real-Time Dashboard
See every return's status at a glance. Filter by preparer, reviewer, return type, or stage.
- Live counts: pending, in-review, needs changes, approved
- Filter by preparer, reviewer, or return type
- AI-powered error detection flags issues automatically
- Configurable rules prevent unapproved submissions
USE CASES
Built for your workflow
Whether you're a solo CPA managing seasonal staff or a 50-person firm, the Review Queue adapts to your practice.
Multi-Preparer Firms
Route returns from any preparer to the right reviewer. Track who prepared what and who signed off.
Quality Assurance
Catch errors before filing. Built-in checklists ensure every return meets your firm's standards.
IRS Audit Preparation
Full audit trail with timestamped notes and approvals. Pull documentation instantly for any inquiry.
Training & Mentoring
Junior staff learn from reviewer feedback. Review notes become a teaching tool for your firm.
Seasonal Staff Management
Onboard temporary preparers during tax season. All their work flows through your review process.
Compliance Oversight
Ensure every return is reviewed before filing. Configurable rules prevent unapproved submissions.
COMPARISON
Why Taxation.ai Review Queue?
Frequently asked questions
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