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Access and sign-in · Overview
Choose the correct portal, sign in, recover access, and complete MFA when requested. Provide a secure entry point for platform operators, tax-firm employees, and client business users withou…
Menu manualAccess and sign-in · Page regions
Language and theme controls Email and password form Forgot-password panel Google sign-in button when configured MFA verification panel
Menu manualAccess and sign-in · Rules and states
Each portal accepts only accounts belonging to that audience. Google sign-in appears only when configured. An account without MFA is not forced to enroll during normal sign-in. Temporary pas…
Menu manualAccess and sign-in · Common problems
The credentials are rejected. The password may be wrong, the account may belong to another portal, or the account may be disabled or locked. Confirm the portal and email, retry once, then us…
Menu manualAccess and sign-in · Visibility and access
No product menu appears until authentication succeeds. The authenticated account then sees only its portal and assigned business access.
Menu manualAccess and sign-in · Sign in with a password
Enter the portal with the account credentials issued to you. Confirm the portal name on the login page. Choose the preferred language and theme if needed. Enter the account email and passwo…
Menu manualAccess and sign-in · Request a password reset
Recover access when the current password is unknown. Select Forgot password on the login page. Enter the account email and submit the request. Follow the reset instructions provided through…
Menu manualAccess and sign-in · Use Google sign-in
Sign in through a bound Google account when the portal enables this option. Confirm that Continue with Google is visible. Select it and choose the Google account bound to the IntelligentTax…
Menu manualAccess and sign-in · Complete an MFA sign-in challenge
Finish sign-in for an account protected by multi-factor authentication. Open the authenticator app and read the current code, or locate an unused recovery code. Enter the code in the MFA ve…
Menu manualAccount security · Overview
Change your password and manage MFA, authenticators, and recovery codes. Let every signed-in user strengthen and recover their own account without exposing security secrets to other users. O…
Menu manualAccount security · Page regions
Profile and password settings MFA status Authenticator setup QR code Verification code field Recovery-code list Disable confirmation
Menu manualAccount security · Rules and states
Never copy MFA secrets, QR codes, or recovery codes into tickets or chat. Recovery codes are single-use. Regenerating codes invalidates the previous set. Administrators can reset MFA for som…
Menu manualAccount security · Common problems
MFA setup or recovery-code generation fails. The session security token is missing, the verification code is invalid, or the request failed. Keep the panel open, use the newest authenticator…
Menu manualAccount security · Visibility and access
The available controls follow the signed-in portal, account status, and assigned business access.
Menu manualAccount security · Change your password
Replace the password while already signed in. Open Profile and select Change password. Enter the current password and the new password. Submit the change. Use the new password the next time…
Menu manualAccount security · Enable MFA
Bind an authenticator app to the current account. Open Profile and select Bind MFA. Start setup and scan the QR code with an authenticator app; use the displayed secret only if scanning is …
Menu manualAccount security · Regenerate recovery codes
Replace recovery codes when they were exposed, lost, or nearly exhausted. Open Profile and Manage MFA. Select Regenerate recovery codes. Save the new codes securely. Destroy any previously …
Menu manualAccount security · Disable MFA
Remove authenticator protection from the current account when policy allows it. Open Profile and Manage MFA. Select Disable MFA. Read the security impact and confirm. Sign out and sign in a…
Menu manualProfile, language, theme, and sign-out · Overview
Maintain your visible profile and control how the current browser presents the product. Keep personal display information and reading preferences separate from company master data. Open the …
Menu manualProfile, language, theme, and sign-out · Page regions
Account identity card Profile drawer Language selector Theme toggle Sign-out action
Menu manualProfile, language, theme, and sign-out · Rules and states
Profile changes belong to the user account, not to a client company. Business data and names are not translated automatically. Save edits before signing out. Viewing profile Editing profile …
Menu manualProfile, language, theme, and sign-out · Common problems
The page asks you to sign in again. The session expired or its security token is missing. Return to the same portal login page, sign in again, then repeat the operation.
Menu manualProfile, language, theme, and sign-out · Visibility and access
The available controls follow the signed-in portal, account status, and assigned business access.
Menu manualProfile, language, theme, and sign-out · Edit your profile
Change the name and avatar shown in the product shell. Open the account menu and select Profile. Select Edit or choose an avatar file. Update the display name and avatar. Select Save; use C…
Menu manualProfile, language, theme, and sign-out · Change the product language
Read system labels in English or Simplified Chinese. Open the account menu. Choose English or 中文 in the language selector. Wait for visible labels to update. Continue working; user-entered …
Menu manualProfile, language, theme, and sign-out · Change the theme
Use a light or dark visual theme without changing business data. Open the account menu. Select the theme control. Confirm the page contrast is comfortable in the current environment. Only t…
Menu manualProfile, language, theme, and sign-out · Sign out
End the current portal session before leaving a shared device. Finish or save in-progress work. Open the account menu and select Sign out. Confirm the portal returns to its login page. Clos…
Menu manualMessages · Overview
Read product notifications, follow their business link, and keep the inbox organized. Bring system, account, quota, file, workflow, and security notifications into the active portal. Select …
Menu manualMessages · Page regions
Unread count badge All / Read / Unread tabs Message list Message detail Open action Archive and load-more actions
Menu manualMessages · Rules and states
Only notifications for the current portal audience are shown. Archiving a message does not complete the underlying business task. A notification title or body can be localized while business…
Menu manualMessages · Common problems
The page asks you to sign in again. The session expired or its security token is missing. Return to the same portal login page, sign in again, then repeat the operation.
Menu manualMessages · Visibility and access
The available controls follow the signed-in portal, account status, and assigned business access.
Menu manualMessages · Read a message
Review the notification and mark it read. Select the bell icon. Use All, Read, or Unread to narrow the list. Select a message to open its detail. Review its category, text, and time. Openin…
Menu manualMessages · Open the related business action
Continue from a notification to the record or page that needs attention. Open the message detail. Read the requested action and confirm the company or portal context. Select Open action. Co…
Menu manualMessages · Mark all messages read
Clear the unread indicator after reviewing the current inbox. Open the message center. Select Mark all read. Confirm the unread count becomes zero. Loaded notifications are marked read; thi…
Menu manualMessages · Archive a message
Remove a handled notification from the active list. Open the message detail. Confirm no follow-up remains. Select Archive. Return to the list and confirm the item is no longer shown. The no…
Menu manualPlan usage · Overview
Review client, staff, storage, upload, and LLM allowances for the tax firm. Help tax-firm users understand current consumption before a quota blocks client onboarding, uploads, or AI process…
Menu manualPlan usage · Page regions
Current plan name Client and staff usage meters Storage and LLM token meters Single-upload limit AI tier and concurrency Allowed file types
Menu manualPlan usage · Rules and states
The drawer is read-only; plan assignment is managed by Platform Admin. Usage belongs to the whole tax firm, not only the open client workspace. A successful file selection can still be block…
Menu manualPlan usage · Common problems
The page asks you to sign in again. The session expired or its security token is missing. Return to the same portal login page, sign in again, then repeat the operation.
Menu manualPlan usage · Visibility and access
The available controls follow the signed-in portal, account status, and assigned business access.
Menu manualPlan usage · Review current usage
Compare current consumption with plan limits. Select the plan badge or View plan usage. Review the client, employee, storage, and LLM token meters. Check single-upload size, AI tier, concur…
Menu manualWorkspace and list navigation · Overview
Keep the right company context while using menus, breadcrumbs, filters, tables, and pagination. Prevent work from being performed in the wrong client while making large lists fast to scan an…
Menu manualWorkspace and list navigation · Page regions
Workspace company name and lifecycle status Collapsible module navigation Current module label and breadcrumb Exit workspace action Filter bar Data table and row actions Pagination and page-…
Menu manualWorkspace and list navigation · Rules and states
The workspace header is the source of truth for the current client. List filters do not change access permissions. A hidden row action can be caused by record status as well as access. Do no…
Menu manualWorkspace and list navigation · Common problems
The page asks you to sign in again. The session expired or its security token is missing. Return to the same portal login page, sign in again, then repeat the operation.
Menu manualWorkspace and list navigation · Visibility and access
The available controls follow the signed-in portal, account status, and assigned business access.
Menu manualWorkspace and list navigation · Enter a client workspace
Open business records for one selected client. From Client Companies & Portal Accounts, locate the company. Confirm its lifecycle status allows workspace access. Select Open workspace. Veri…
Menu manualWorkspace and list navigation · Move between modules
Open another workspace function without changing the client. Expand the required parent menu. Select the child menu matching the task. Use the current module label or breadcrumb to confirm …
Menu manualWorkspace and list navigation · Filter and paginate a list
Find records without scanning every row. Enter a keyword and choose available status, type, date, or scope filters. Review the result count and current range. Use the table row action only …
Menu manualWorkspace and list navigation · Exit the workspace
Return to the tax-firm client list before choosing another company. Save or cancel any open edit. Select Exit client workspace. Confirm the tax-firm client list is visible. Choose another c…
Menu manualHome · Overview
See the platform's firm, security, storage, and LLM operating picture at a glance. Give platform operators a starting point for the highest-level service indicators and exceptions. Platform …
Menu manualHome · Page regions
Platform summary metrics Firm quota pressure Storage and model cost Password reset/security activity Recent audit activity
Menu manualHome · Rules and states
Home is an overview, not the place to edit detailed objects. A summary failure does not erase other successfully loaded panels. Use the owning menu before drawing conclusions from an aggrega…
Menu manualHome · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualHome · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualHome · Review the platform overview
Identify the area that needs attention before opening its detailed menu. Open Home after sign-in. Review the current firm, plan, account, resource, and LLM totals. Compare quota, cost, stor…
Menu manualFirms · Overview
Tenant directory and firm-level lifecycle, plan, account, and security maintenance. Group all platform operations that create, find, and maintain tax-firm tenants. Platform Admin navigation:…
Menu manualFirms · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualFirms · Rules and states
Business operations are documented on the child-menu pages. 1 of 1 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualFirms · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualFirms · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualFirm List · Overview
Create tax-firm tenants, issue the initial administrator account, and open firm details. Maintain the platform's tax-firm customer directory and the first access handoff for each firm. Platf…
Menu manualFirm List · Page regions
Search, plan, and status filters Firm list and usage columns Create firm dialog One-time temporary-password result Details action
Menu manualFirm List · Rules and states
The temporary password is shown only in the result flow and must not be placed in public documentation. Creating a firm also creates its initial administrator account. Plan and lifecycle cha…
Menu manualFirm List · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualFirm List · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualFirm List · Find a tax firm
Locate the correct tenant before opening its details. Enter the firm name or use plan and status filters. Review current plan, status, client/staff usage, storage, and recent activity. Use …
Menu manualFirm List · Create a tax firm
Create an isolated firm tenant and its first administrator account. Select Create firm. Enter the firm name, plan, initial status, administrator name and email, and creation reason. Review …
Menu manualPlans & Quotas · Overview
Reusable plan definitions and the operating limits assigned to tax firms. Group plan configuration used by firm assignment and quota checks. Platform Admin navigation: Plans & Quotas. Unders…
Menu manualPlans & Quotas · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualPlans & Quotas · Rules and states
Business operations are documented on the child-menu pages. 1 of 1 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualPlans & Quotas · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualPlans & Quotas · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualPlan Catalog · Overview
Define reusable service plans, quota limits, file rules, and AI processing allowances. Give every tax firm a consistent, auditable set of operating limits. Platform Admin navigation: Plans &…
Menu manualPlan Catalog · Page regions
Search, AI tier, and status filters Plan limit table Create/edit plan dialog Status confirmation dialog Bound-firm count
Menu manualPlan Catalog · Rules and states
Plan codes identify the plan and should remain stable. All numeric fields are validated before a request is sent. Disabling a plan does not itself delete bound firms or their data. Firm-spec…
Menu manualPlan Catalog · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualPlan Catalog · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualPlan Catalog · Create a plan
Add a reusable quota package. Select Create plan. Enter code, name, description, allowed file types, and all numeric limits. Confirm every positive-limit field is greater than zero and pric…
Menu manualPlan Catalog · Edit a plan
Update service allowances without leaving the catalog. Find the plan and select Edit. Review every editable limit, AI tier, concurrency, storage, and file rule. Change only approved values.…
Menu manualPlan Catalog · Enable or disable a plan
Control whether a plan remains available for use. Select the plan's status action. Read the impact and enter a change reason. Confirm the status update. Verify the badge and bound-firm impl…
Menu manualAccounts & Security · Overview
Platform identities, fixed roles, security-event evidence, and authentication policy. Group who can operate Platform Admin and how access is protected and investigated. Platform Admin naviga…
Menu manualAccounts & Security · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualAccounts & Security · Rules and states
Business operations are documented on the child-menu pages. 4 of 4 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualAccounts & Security · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualAccounts & Security · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualPlatform Users · Overview
Create and maintain platform operator accounts, roles, status, and password resets. Control who can operate the platform administration console. Platform Admin navigation: Accounts & Securit…
Menu manualPlatform Users · Page regions
Name/email, role, status, and MFA filters Account list Create/edit account dialog More actions Status confirmation One-time password result
Menu manualPlatform Users · Rules and states
Role assignment uses the platform's fixed role catalog. Passwords are never displayed in the normal account list. Every status or reset operation requires confirmation and a business reason.…
Menu manualPlatform Users · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualPlatform Users · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualPlatform Users · Create or edit an account
Maintain the operator identity and fixed role. Select Create account, or choose Edit on an existing row. Enter a valid email, display name, and role. For a new account, decide whether first…
Menu manualPlatform Users · Enable or disable an account
Control whether the operator can sign in. Open More actions for the account. Choose Enable or Disable. Read the impact, enter the operation reason, and confirm. Verify the new status in the…
Menu manualPlatform Users · Reset a platform password
Issue a one-time temporary password after verifying the target account. Open More actions and select Reset password. Confirm the account identity and reset impact. Enter a reset reason and …
Menu manualPlatform Roles · Overview
Inspect fixed platform roles, permission matrices, and bound accounts. Explain what each fixed role can see and do, and move accounts to the correct role. Platform Admin navigation: Accounts…
Menu manualPlatform Roles · Page regions
Role list Role detail dialog Permission matrix Bound-account list Assign accounts dialog
Menu manualPlatform Roles · Rules and states
The permission matrix is read-only on this page. Assigning an account to a role moves it; it does not merge two roles. Existing role members stay selected unless explicitly changed. Role ava…
Menu manualPlatform Roles · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualPlatform Roles · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualPlatform Roles · Inspect a role
Understand the role before assigning accounts. Select View detail on the role. Review its description and permission matrix grouped by top-level menu, page, and action. Review bound account…
Menu manualPlatform Roles · Assign accounts to a role
Move selected platform accounts to the chosen role. Select Assign accounts for the target role. Review existing members and select the required accounts. Confirm that selected accounts will…
Menu manualLogin & Security Events · Overview
Investigate sign-in outcomes, risk, device, IP, and sanitized event details. Give authorized operators a read-only security investigation surface without exposing secrets. Platform Admin nav…
Menu manualLogin & Security Events · Page regions
Event/result/actor/date filters Security event list Risk, device, and IP columns Read-only detail drawer Pagination
Menu manualLogin & Security Events · Rules and states
The page is read-only. Sensitive metadata is hidden or truncated. A payment, error, or single event does not by itself prove the root cause of an incident. Successful Failed Blocked or chall…
Menu manualLogin & Security Events · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualLogin & Security Events · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualLogin & Security Events · Filter security events
Narrow a large event history to the incident window. Choose event type and result, and enter an actor ID when known. Set a start and end date. Review risk, reason code, device, and login IP…
Menu manualLogin & Security Events · Review event details
Inspect one security event without changing it. Select Details on the target row. Review event type, result, actor, risk, reason, time, device, and IP. Inspect sanitized metadata; hidden, c…
Menu manualSecurity Policies · Overview
Review and update password, lockout, and session rules with a recorded reason. Apply one controlled platform security policy to supported authentication flows. Platform Admin navigation: Acc…
Menu manualSecurity Policies · Page regions
Read-only policy summary Edit mode Password policy fields Lockout and session fields First-login switch Save reason
Menu manualSecurity Policies · Rules and states
The default page is read-only. Saving requires a reason. Stronger policies can affect future logins and currently active sessions according to the configured timeout. Cancel exits edit mode …
Menu manualSecurity Policies · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualSecurity Policies · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualSecurity Policies · Review the policy
Confirm the active authentication rules before proposing a change. Open Security Policies. Review minimum password length and complexity. Review failed-login threshold, lock duration, sessi…
Menu manualSecurity Policies · Update the policy
Apply an approved authentication-policy change. Select Edit security policy. Change only the approved fields. Enter a save reason explaining the business or security need. Save and verify t…
Menu manualLLM Management · Overview
Provider, model, routing, call-trace, and cost-control surfaces for product AI workloads. Connect approved providers and models to observable, costed product routes. Platform Admin navigatio…
Menu manualLLM Management · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualLLM Management · Rules and states
Business operations are documented on the child-menu pages. 5 of 5 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualLLM Management · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualLLM Management · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualProvider Access · Overview
Register LLM providers, store credentials safely, control status, and run health checks. Maintain the approved upstream AI services available to platform model configuration. Platform Admin …
Menu manualProvider Access · Page regions
Name/code, type, and status filters Provider, authentication, health, and model columns Create/edit dialog Status confirmation Health-check action
Menu manualProvider Access · Rules and states
Stored credentials are never displayed after save. Leaving API key blank during edit keeps the current credential. OAuth and custom authentication options are labeled unsupported when not im…
Menu manualProvider Access · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualProvider Access · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualProvider Access · Create or edit a provider
Maintain endpoint and authentication configuration. Select Add Provider, or Edit an existing row. Enter provider code, name, type, Base URL, and supported authentication method. Enter the A…
Menu manualProvider Access · Run a health check
Verify that the provider endpoint and stored credential can respond. Find an enabled provider. Select Health check on its row. Wait for the row-specific check to finish. Review success/fail…
Menu manualProvider Access · Enable or disable a provider
Control whether models may use the provider. Choose the provider status action. Enter a status-change reason. Confirm the action. Review affected models and routes before relying on the new…
Menu manualModel Catalog · Overview
Register provider models, capabilities, context, pricing, status, and test results. Describe the concrete models that routes may select and cost reporting may attribute. Platform Admin navig…
Menu manualModel Catalog · Page regions
Model/provider/capability/status filters Capability and pricing table Create/edit model dialog Test action and toast result Status confirmation
Menu manualModel Catalog · Rules and states
A model cannot operate normally through a disabled provider. Context length must be positive; price fields must be non-negative. Capabilities must reflect the upstream model's actual support…
Menu manualModel Catalog · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualModel Catalog · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualModel Catalog · Create or edit a model
Maintain the model identity, capabilities, and commercial parameters. Select Add Model, or Edit an existing row. Choose an enabled provider and enter model ID and display name. Set vision, …
Menu manualModel Catalog · Test a model
Confirm the saved model and provider configuration can complete a controlled test. Find the model and select Test. Wait for the test to finish. Review the success or failure toast. If the p…
Menu manualModel Catalog · Enable or disable a model
Control whether routes may select the model. Choose the model status action. Enter a status-change reason. Confirm the update. Review routes that use the model as primary or fallback. Model…
Menu manualModel Routes · Overview
Choose primary and fallback models for each processing capability and AI tier. Route product AI workloads through controlled model chains with timeouts and retries. Platform Admin navigation…
Menu manualModel Routes · Page regions
Status filter Capability and AI-tier table Primary/fallback columns Timeout/retry columns Edit dialog Route test and status actions
Menu manualModel Routes · Rules and states
A primary model is required. Timeout is a positive integer in seconds; retries are non-negative integers. Fallback order matters. A successful fallback test indicates degraded primary availa…
Menu manualModel Routes · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualModel Routes · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualModel Routes · Edit a model route
Change the ordered model chain used by one workload category. Select Edit on the route. Choose the primary model and ordered fallback models. Enter a positive timeout in seconds and a non-n…
Menu manualModel Routes · Test a route
Verify primary/fallback selection before relying on the route. Select Test on the route. Wait for all configured attempts to finish. Review latency, selected model, whether fallback was use…
Menu manualCall Logs · Overview
Trace LLM outcomes, model selection, latency, cost, retries, and business-safe errors. Provide read-only operational evidence for AI processing without exposing raw prompts or sensitive mode…
Menu manualCall Logs · Page regions
Reference and date filters Call list Result, token, latency, and error columns Read-only call detail Request/trace identifiers Pagination
Menu manualCall Logs · Rules and states
The page is read-only. Raw prompts and model responses are not displayed. A call error code is evidence of that call's outcome, not automatically the root cause of a larger incident. Succeed…
Menu manualCall Logs · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualCall Logs · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualCall Logs · Filter call logs
Narrow the call stream to a business incident or cost question. Choose firm, provider, model, capability, AI tier, and result as needed. Set the date range. Review time, tokens, latency, co…
Menu manualCall Logs · Review call details
Inspect the selected model path and safe diagnostic context. Select Details on a call. Review request ID, trace ID, source module/object, provider, model, capability, tier, result, cost, la…
Menu manualUsage & Cost · Overview
Compare LLM calls, token use, estimated cost, failure rate, and firm quota pressure. Turn call telemetry into business-readable capacity and cost views. Platform Admin navigation: LLM Manage…
Menu manualUsage & Cost · Page regions
Firm/provider/model/capability/tier/date filters Summary metrics Provider/model usage table Firm usage and plan table Quota-risk labels
Menu manualUsage & Cost · Rules and states
Cost is estimated from configured model pricing. Filters change the reporting view, not quotas. Quota-risk labels help prioritize review but do not change the firm's plan. Normal Near quota …
Menu manualUsage & Cost · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualUsage & Cost · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualUsage & Cost · Analyze LLM usage
Measure consumption for a selected scope and period. Set the date range and optional firm, provider, model, capability, or AI-tier filters. Review calls, platform tokens, estimated cost, an…
Menu manualResource Usage · Overview
Platform-level visibility into tax-firm resource pressure. Group resource-consumption views used before quota-related disruption. Platform Admin navigation: Resource Usage. Understand the mo…
Menu manualResource Usage · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualResource Usage · Rules and states
Business operations are documented on the child-menu pages. 1 of 1 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualResource Usage · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualResource Usage · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualFile & Storage Usage · Overview
Monitor firm storage consumption, plan quota, risk, and read-only detail. Identify firms approaching storage limits before uploads are disrupted. Platform Admin navigation: Resource Usage → …
Menu manualFile & Storage Usage · Page regions
Firm/plan search and status filters Used/quota/usage/risk table Read-only detail drawer Refresh timestamp Pagination
Menu manualFile & Storage Usage · Rules and states
The page is read-only. Rows are sorted by used storage descending. A risk label is a usage signal; file cleanup or plan changes happen in their owning workflows. Normal Near limit Needs acti…
Menu manualFile & Storage Usage · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualFile & Storage Usage · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualFile & Storage Usage · Review storage usage
Compare firms by used storage and quota pressure. Search by firm or plan and choose a status filter. Review rows sorted by used storage, then check quota and risk. Select Details on a firm.…
Menu manualTask Run Observability · Overview
Observe automation templates and run history, trigger permitted operations, and retry eligible failures. Provide a controlled operations view for background and scheduled automation without …
Menu manualTask Run Observability · Page regions
Operation templates Trigger actions when allowed Run-history filters Run list and failure reason Retry action Toast feedback
Menu manualTask Run Observability · Rules and states
The page shows operation templates and run history, not schedule configuration controls. Trigger and retry actions require their own business access. Retry only after understanding the failu…
Menu manualTask Run Observability · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualTask Run Observability · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualTask Run Observability · Review run history
Find the outcome of a background or scheduled operation. Review the available operation templates and their descriptions. Filter history by operation, status, trigger type, and created date…
Menu manualTask Run Observability · Trigger an operation
Start a permitted automation template manually. Confirm the operation template and its business impact. Select Trigger when the action is visible. Wait for the success or failure toast. Ref…
Menu manualTask Run Observability · Retry a failed run
Start another attempt only when the run is eligible and the cause has been addressed. Review the failure code and business reason. Correct the source condition outside this page when needed…
Menu manualAudit Log · Overview
Read-only platform action history for operations, security, and incident follow-up. Group immutable platform activity evidence and its detailed list. Platform Admin navigation: Audit Log. Un…
Menu manualAudit Log · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualAudit Log · Rules and states
Business operations are documented on the child-menu pages. 1 of 1 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualAudit Log · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualAudit Log · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualAudit Log List · Overview
Trace platform actions by actor, target, result, risk, reason, and sanitized metadata. Provide an immutable, read-only business history of security-sensitive and administrative actions. Plat…
Menu manualAudit Log List · Page regions
Actor/action/target/result/risk/date filters Audit list Reason and risk columns Read-only detail drawer Sanitized metadata Pagination
Menu manualAudit Log List · Rules and states
Audit records are read-only. Sensitive values are not displayed. Separate confirmed evidence from hypotheses when explaining an incident. Success Failure Risk labels follow the recorded acti…
Menu manualAudit Log List · Common problems
The menu or action is missing. The account does not have the required platform access or the item is not available in the current state. Ask a platform administrator to verify the account ro…
Menu manualAudit Log List · Visibility and access
The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.
Menu manualAudit Log List · Search audit history
Find the action connected to a change or incident. Set actor, action, target type/name, result, risk, and date filters as available. Review time, actor role, action, target, result, risk, a…
Menu manualAudit Log List · Review audit details
Inspect the complete business-safe record without changing it. Open the detail drawer. Review actor ID, role, action, target, result, risk, reason, and time. Inspect sanitized metadata; hid…
Menu manualHome · Overview
Review tax-firm plan usage, client follow-ups, production exceptions, and recent activity. Give firm managers and staff a cross-client starting point before they enter one client workspace. …
Menu manualHome · Page regions
Plan usage summary Client and staff totals Follow-up client list Recognition/invoice/voucher counts Recent activity and workspace shortcuts
Menu manualHome · Rules and states
The follow-up list is filtered by the employee's client access. Home aggregates current business states; it does not complete client tasks. Open the owning workspace page before changing a b…
Menu manualHome · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualHome · Visibility and access
The menu and actions follow the employee role and assigned client scope. Firm administrators can see firm-wide records; other employees see only their allowed scope.
Menu manualHome · Review firm operations
Identify the client or capacity issue that needs attention. Open Home after signing in. Review plan usage and firm-level totals. Scan follow-up clients and compare upload, recognition, invo…
Menu manualHome · Open plan usage
Compare current consumption with firm plan limits. Select View plan usage or the plan badge. Review client, staff, storage, and LLM meters. Check upload and AI allowances. Close the drawer;…
Menu manualClient Companies & Portal Accounts · Overview
Create client companies, manage lifecycle and responsible employees, issue portal access, and enter workspaces. Maintain the firm's client portfolio and the controlled boundary between firm …
Menu manualClient Companies & Portal Accounts · Page regions
Keyword, lifecycle, VAT, portal, and RDO filters Client list, result count, and pagination Four-tab quick-create page and Review Lifecycle confirmation Client detail Responsible employees Po…
Menu manualClient Companies & Portal Accounts · Rules and states
The registered legal name is the initial workspace name and the legal identity used by supported tax outputs. The page assigns the Head Office branch and the current Philippines, PHP, and As…
Menu manualClient Companies & Portal Accounts · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualClient Companies & Portal Accounts · Visibility and access
The menu and actions follow the employee role and assigned client scope. Firm administrators can see firm-wide records; other employees see only their allowed scope.
Menu manualClient Companies & Portal Accounts · Create or edit a client company
Maintain the client record used to scope workspace business data. Select Create client company, or open Company settings for an existing client. In Details, enter the registered legal name,…
Menu manualClient Companies & Portal Accounts · Change client lifecycle status
Control whether firm and client users may enter business workspaces. Choose the available status action for the client. Read the impact of the target state. Enter the required status-change…
Menu manualClient Companies & Portal Accounts · Assign responsible employees
Define which non-admin employees can see and work on the client. Open the client detail and select Assign client owners. Review available employees and current owners. Select the responsibl…
Menu manualClient Companies & Portal Accounts · Create or reset the client portal account
Provide the client's business user with controlled portal access. Open the client detail and locate Portal account. Create the first account with a valid email, or choose Reset portal passw…
Menu manualClient Companies & Portal Accounts · Open the client workspace
Start accounting and tax work in the selected company context. Confirm the client is active or otherwise allowed for workspace viewing. Select Open workspace from the list or detail. Verify…
Menu manualEmployees & Permissions · Overview
Employee identities, fixed roles, and client responsibility scopes. Group employee sign-in, role, and client-scope maintenance. Tax Firm navigation: Employees & Permissions. Understand the m…
Menu manualEmployees & Permissions · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualEmployees & Permissions · Rules and states
Business operations are documented on the child-menu pages. 2 of 2 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualEmployees & Permissions · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualEmployees & Permissions · Visibility and access
The menu and actions follow the employee role and assigned client scope. Firm administrators can see firm-wide records; other employees see only their allowed scope.
Menu manualEmployee Accounts · Overview
Create tax-firm employee accounts, maintain role and status, reset passwords, and assign clients. Control which employees can sign in and which clients they can work on. Tax Firm navigation:…
Menu manualEmployee Accounts · Page regions
Name/email, role, and status filters Employee list Create/edit dialog Employee detail Assigned-client transfer Status confirmation One-time password result
Menu manualEmployee Accounts · Rules and states
Employee roles are fixed roles shown in Roles & Permissions. Client assignments and role permissions both apply. Password results are one-time and must not be stored in public notes. Enabled…
Menu manualEmployee Accounts · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualEmployee Accounts · Visibility and access
The menu and actions follow the employee role and assigned client scope. Firm administrators can see firm-wide records; other employees see only their allowed scope.
Menu manualEmployee Accounts · Create or edit an employee
Maintain employee identity and fixed role. Select Create employee or Edit on a row. Enter a valid email, name, and role. Save and review the row or open Details for full configuration. For …
Menu manualEmployee Accounts · Assign clients
Set the employee's responsible-client scope. Open Employee details. Select Assign clients. Move the required clients into the assigned list and save. Review partial-failure messages and con…
Menu manualEmployee Accounts · Maintain sign-in status or reset password
Block/restore employee access or issue a temporary password. Choose Enable, Disable, or Reset password for the verified employee. Read the impact and enter the required reason. Confirm once…
Menu manualRoles & Permissions · Overview
Inspect fixed tax-firm roles, permission matrices, and assigned employees. Make role scope visible and move employees to the correct fixed role. Tax Firm navigation: Employees & Permissions …
Menu manualRoles & Permissions · Page regions
Role list Role detail and permission matrix Employee list Assign employees dialog
Menu manualRoles & Permissions · Rules and states
The permission matrix is read-only. Assigning moves an employee to the target role; it does not combine roles. Client assignment still limits normal employee client visibility. Role availabl…
Menu manualRoles & Permissions · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualRoles & Permissions · Visibility and access
The menu and actions follow the employee role and assigned client scope. Firm administrators can see firm-wide records; other employees see only their allowed scope.
Menu manualRoles & Permissions · Inspect a role
Understand the fixed role before assigning employees. Select View employees or the role detail. Review the role description and permission matrix. Review currently bound employees and statu…
Menu manualRoles & Permissions · Assign employees to a role
Move selected employees to one fixed role. Select Assign employees for the target role. Review current members and select employees. Confirm selected employees will move from their existing…
Menu manualIntelligent Processing Monitor · Overview
Review cross-client invoice-recognition volume, failures, review demand, and task evidence. Help firm administrators identify recognition exceptions across the firm without exposing this int…
Menu manualIntelligent Processing Monitor · Page regions
Cross-client summary Client and status filters Recognition task list Failure reason and review indicators Pagination
Menu manualIntelligent Processing Monitor · Rules and states
This menu appears only for firm administrators with audit access. The page aggregates internal recognition operations and is not client-facing. Correct invoice data from the owning client wo…
Menu manualIntelligent Processing Monitor · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualIntelligent Processing Monitor · Visibility and access
Only the firm administrator role sees this menu, and the account must also have firm audit access.
Menu manualIntelligent Processing Monitor · Review recognition operations
Find clients or tasks that need follow-up. Open the monitor as a firm administrator. Review overall counts, failures, and items needing review. Filter by client and status. Use the target c…
Menu manualAudit Log · Overview
Trace firm and client-workspace actions by actor, target, result, risk, reason, and safe detail. Provide a read-only firm-scoped action history for operations and investigations. Tax Firm na…
Menu manualAudit Log · Page regions
Audit filters Actor/action/target/result/risk/reason list Read-only detail Pagination
Menu manualAudit Log · Rules and states
Audit history is read-only. The page is firm-scoped and still respects the authorized actor context. Sensitive values are not displayed in raw form. Success Failure Risk labels follow the re…
Menu manualAudit Log · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualAudit Log · Visibility and access
The menu and actions follow the employee role and assigned client scope. Firm administrators can see firm-wide records; other employees see only their allowed scope.
Menu manualAudit Log · Search and review audit history
Find the evidence connected to a business change. Set available actor, action, target, result, risk, and date filters. Review the matching rows and reasons. Open Detail on the strongest mat…
Menu manualSettings · Overview
Firm-level shared standard accounting master data. Group master settings reused across the firm's client workspaces. Tax Firm navigation: Settings. Understand the module boundary before open…
Menu manualSettings · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualSettings · Rules and states
Business operations are documented on the child-menu pages. 1 of 1 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualSettings · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualSettings · Visibility and access
The menu and actions follow the employee role and assigned client scope. Firm administrators can see firm-wide records; other employees see only their allowed scope.
Menu manualStandard Chart of Accounts · Overview
Maintain the one shared account hierarchy used by every client workspace in the tax firm. Keep a single, controlled source of selectable accounts for invoice allocation, vouchers, ledgers, t…
Menu manualStandard Chart of Accounts · Page regions
Page header and Add root account action System readiness summary Keyword, status, and account-class filters Hierarchical account table Code, name, normal balance, system purpose, status, upd…
Menu manualStandard Chart of Accounts · Rules and states
One standard chart belongs to the tax firm and is shared by all of its client workspaces. Root codes contain four digits; codes contain 4–13 digits, the first digit defines the class, and th…
Menu manualStandard Chart of Accounts · Common problems
The menu, client, or action is missing. The employee role, client assignment, or current record status does not allow it. Ask a firm administrator to verify the employee role and client assi…
Menu manualStandard Chart of Accounts · Visibility and access
firm.settings.read can view the standard chart. firm.settings.manage is additionally required to add, edit, deactivate, or restore accounts; Firm Admin has both permissions, while Engagement…
Menu manualStandard Chart of Accounts · Review system readiness
Confirm that the required internal account purposes are available for supported automation. Open Standard Chart of Accounts. Read the ready count in System readiness. Review every purpose m…
Menu manualStandard Chart of Accounts · Find and inspect accounts
Locate accounts while preserving their hierarchy context. Search by code or name, or choose status and account class. Use the 1xxx–5xxx class bar to narrow the tree. Expand or collapse bran…
Menu manualStandard Chart of Accounts · Add a root account
Add the first level of an account branch in the selected class. Select Add root account in the page header. Choose the account class. Review the pre-filled suggested four-digit code and edi…
Menu manualStandard Chart of Accounts · Add a child account
Add an account beneath the intended parent in the shared firm hierarchy. Use Add child in the intended parent's Actions cell. Confirm the read-only parent and account class. Review the pre-…
Menu manualStandard Chart of Accounts · Edit allowed fields
Correct an account without changing its ownership or class boundary. Select Edit in the account's Actions cell. Confirm the read-only parent and account class. Change the code, name, or nor…
Menu manualStandard Chart of Accounts · Deactivate or restore an account
Control future account selection without erasing historical records. Select Deactivate in the account's Actions cell. Read the impact on the account and its descendants, then confirm once. …
Menu manualHome · Overview
Review client-facing follow-up tasks and continue to invoice upload. Show the client only the work they need to complete, without exposing the tax firm's internal processing details. Client …
Menu manualHome · Page regions
Upload invoices shortcut Task list File, reason, notified time, and status columns Mark done action
Menu manualHome · Rules and states
The client sees only client-facing tasks for its own company. Recognition confidence, model cost, and internal workflow fields are not shown. Mark done only after a replacement upload succee…
Menu manualHome · Common problems
The client page or upload action is unavailable. The portal account, client service status, or upload access may be disabled. Contact the tax firm using the normal support channel and provid…
Menu manualHome · Visibility and access
Client users see only their own company and client-facing tasks. Internal recognition details, model data, and tax-firm-only actions are not shown.
Menu manualHome · Review a client task
Understand which file the tax firm needs replaced and why. Open Home and review Tasks. Read the file name, re-upload reason, notified time, and status. Select Upload invoices and submit the…
Menu manualHome · Mark a task done
Close the client-facing reminder after the requested upload has succeeded. Confirm the replacement upload batch completed successfully. Return to the matching task on Home. Select Mark done…
Menu manualInvoice upload · Overview
Upload supported invoice files and review batch and file-layer status without internal recognition details. Provide a safe, client-facing handoff for invoice images, PDFs, and ZIP packages. …
Menu manualInvoice upload · Page regions
Upload history filters Batch and file status table Refresh and pagination Upload dialog Drag-and-drop/file picker Selected-file status and validation
Menu manualInvoice upload · Rules and states
Supported types are PDF, JPG/JPEG, PNG, and ZIP. Each file must be 25 MB or smaller. Upload received does not mean the invoice has been reviewed or confirmed. The client does not see interna…
Menu manualInvoice upload · Common problems
The client page or upload action is unavailable. The portal account, client service status, or upload access may be disabled. Contact the tax firm using the normal support channel and provid…
Menu manualInvoice upload · Visibility and access
Client users see only their own company and client-facing tasks. Internal recognition details, model data, and tax-firm-only actions are not shown.
Menu manualInvoice upload · Upload invoice files
Create a client upload batch for safe scanning and downstream processing. Select Upload invoices or open the actionable empty state. Drag files into the picker or choose them from the devic…
Menu manualInvoice upload · Review upload history
Confirm whether a batch and its files were received or need action. Filter by batch number or batch status. Review upload time, batch status, file name, size, type, file status, and reason.…
Menu manualOverview · Overview
Start client work with the client summary, annual filing board, and actionable tasks. Provide an operational starting point without replacing source business records. Client workspace naviga…
Menu manualOverview · Page regions
Client Summary Calendar/Fiscal Year selector Annual Filing Board Upcoming Task View All Tasks
Menu manualOverview · Rules and states
Overview is a read-only projection of existing facts. All Tasks is an Overview drill-down, not a left-menu item. The board does not create official BIR files, submit a return, or record paym…
Menu manualOverview · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualOverview · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualOverview · Review the annual filing board
Understand the selected year’s current state. Confirm the client identity and taxable-year type. The authorized internal Workspace shows the complete TIN and Branch Code; demo data, screens…
Menu manualOverview · Review Upcoming Task or All Tasks
Prioritize existing work without creating a second task system. Review Upcoming Task by subject, reference, business status, date, and action. Use the action to open the owning page. Choose…
Menu manualSource Documents · Overview
Invoices, withholding tax, and file management for the selected client. Organize implemented source-document work before tax filing and accounting. Client workspace navigation: Source Docume…
Menu manualSource Documents · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualSource Documents · Rules and states
Business operations are documented on the child-menu pages. 3 of 3 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualSource Documents · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualSource Documents · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualInvoices · Overview
Unified invoice records for recognition, review, and manual input and output entry. Keep input and output work in one operational records list. Client workspace navigation: Source Documents …
Menu manualInvoices · Page regions
Processing overview Search, tax-period, business-status, and direction filters Invoice records Review queue Recognition progress Manual entry and detail
Menu manualInvoices · Rules and states
There is one Invoices menu and one unified records list. Direction is a query filter and manual-entry state, not a separate list menu or route. Recognition, review, tax facts, voucher, and d…
Menu manualInvoices · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualInvoices · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualInvoices · Find and review invoice records
Locate the right record and continue only its available action. Use the processing overview to narrow All, Pending, Needs attention, or Completed work. Search by invoice number, counterpart…
Menu manualInvoices · Create a manual input or output invoice
Record source facts when no usable imported draft is available. Select Manual entry and choose input or output direction. Direction is the entry choice and is locked after saving. Enter inv…
Menu manualInvoices · Apply VAT, Purchase EWT, and Received Form 2307
Keep separate tax evidence and accounting facts accurate for each direction. Review Standard 12%, Zero-rated 0%, VAT-exempt 0%, or Mixed / Manual VAT composition. Mixed / Manual amounts mus…
Menu manualJournal Vouchers · Overview
Create balanced manual vouchers and follow controlled posting from manual or source workflows. Turn eligible source facts into balanced journals and posted ledger records. Client workspace n…
Menu manualJournal Vouchers · Page regions
Voucher list and filters New voucher form Processing exceptions Voucher detail Source snapshot, journal, and attachments
Menu manualJournal Vouchers · Rules and states
Debit and credit totals must balance before saving. Posted facts use controlled adjustments, not physical deletion. A read-only workspace hides or disables maintenance actions. Draft Balance…
Menu manualJournal Vouchers · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualJournal Vouchers · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualJournal Vouchers · Create a manual voucher
Record a dated balanced journal using valid postable accounts. Select New voucher and confirm the Manila voucher date or choose another permitted date. Keep at least two journal lines. Sele…
Menu manualJournal Vouchers · Inspect a voucher or resolve a current exception
Trace the result without changing protected source facts. Filter by date, source, status, or keyword. Open detail to review source snapshot, journal lines, posting state, and real attachmen…
Menu manualCompany Profile · Overview
Maintain supported company, tax, accounting, and representative master data. Keep client master data current for supported work. Client workspace navigation: Setup → Company Profile. Review …
Menu manualCompany Profile · Page regions
Company profile Tax profile Accounting settings Authorized representative Change history
Menu manualCompany Profile · Rules and states
Sections default to view mode and require explicit editing. Protected tax identity facts cannot be changed through ordinary editing. Suspended workspaces can be readable while maintenance is…
Menu manualCompany Profile · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualCompany Profile · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualCompany Profile · Review company profile
Confirm work uses correct current client facts. Open Company, Tax, Accounting, or representative section. Review displayed values before invoice, withholding, tax, or accounting work. Open …
Menu manualCompany Profile · Update an allowed profile section
Change only fields exposed by current access and lifecycle state. Enter edit mode in the required section. Change allowed fields and read validation before saving. Save, then reopen the sec…
Menu manualWithholding Tax · Overview
Manage actual EWT and CWT facts from an invoice or an independent record. Record controlled withholding facts and accounting results. Client workspace navigation: Source Documents → Withhold…
Menu manualWithholding Tax · Page regions
EWT and CWT list Direction, status, period, and counterparty filters Entry form Record detail Evidence and accounting links
Menu manualWithholding Tax · Rules and states
Invoice association is optional. ATC, evidence, and amount must describe the record’s own direction and period. Read-only workspaces do not offer write actions. Draft Ready for confirmation …
Menu manualWithholding Tax · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualWithholding Tax · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualWithholding Tax · Create or complete a withholding record
Capture a confirmed amount without changing unrelated invoice facts. Choose the direction and use an invoice link only when there is a real source invoice. Enter counterparty, tax period, A…
Menu manualWithholding Tax · Correct a processed withholding record
Preserve the audit trail while replacing an incorrect fact. Open the existing record and confirm why it needs correction. Use the available void and copy action rather than overwriting a pr…
Menu manualTax Filings · Overview
Prepare and track supported filing lifecycles from confirmed source facts. Complete supported client tax filing work without changing source records on this page. Client workspace navigation…
Menu manualTax Filings · Page regions
Filing task list Period and status Source facts Validation Customer confirmation or filed result
Menu manualTax Filings · Rules and states
Only implemented filing workflows offer actions. Correct source data in Invoices or Withholding Tax. A filing status is not an external payment instruction. Draft Filing in Progress Customer…
Menu manualTax Filings · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualTax Filings · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualTax Filings · Prepare a supported filing
Review confirmed facts and use only the current lifecycle action. Open the filing task for the required period. Review displayed source facts, validation, and business status. Save or advan…
Menu manualFixed Assets · Overview
Initialize historical assets and confirm eligible invoice-derived asset drafts. Maintain the implemented asset register and depreciation basis. Client workspace navigation: Accounting → Fixe…
Menu manualFixed Assets · Page regions
Asset summary Asset drafts Asset register Historical initialization Depreciation schedule and detail
Menu manualFixed Assets · Rules and states
Fixed Assets belongs under Accounting. Only authorized editable workspaces offer confirmation or historical initialization. Source corrections follow their owning workflow. Asset draft Eligi…
Menu manualFixed Assets · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualFixed Assets · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualFixed Assets · Confirm an eligible asset draft
Move a supported source draft into the controlled asset register. Review source, asset classification, cost, useful life, and available validation. Open a draft only when its source is read…
Menu manualFixed Assets · Initialize a historical asset
Record an authorized opening asset without claiming a new invoice source. Choose historical initialization when available. Enter supported opening facts: asset identity, historical cost, da…
Menu manualCustomers & Suppliers · Overview
Maintain one client-level customer and supplier master with focused tabs. Maintain counterparties used by invoices, vouchers, ledgers, and tax work. Client workspace navigation: Setup → Cust…
Menu manualCustomers & Suppliers · Page regions
All, Customers, and Suppliers tabs Search and filters Counterparty list Create or edit detail VAT and active status
Menu manualCustomers & Suppliers · Rules and states
Customers & Suppliers belongs under Setup. One organization can be both customer and supplier. Avoid creating a second record when the tax identifier already exists. Customer Supplier Custom…
Menu manualCustomers & Suppliers · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualCustomers & Suppliers · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualCustomers & Suppliers · Create or update a counterparty
Keep the minimum reliable identity needed by operational records. Choose All, Customers, or Suppliers, then search by name or TIN before creating another record. Enter Registered Name and c…
Menu manualCustomers & Suppliers · Control future availability
Avoid duplicate identities while preserving historical references. Set Active or Inactive to control future selection. Use deletion only after page confirmation and retain historical refere…
Menu manualFile Management · Overview
Find source files and their processing or attachment context without editing business records. Provide a read-only inventory for client source files. Client workspace navigation: Source Docu…
Menu manualFile Management · Page regions
Batch, keyword, and status filters File list Source batch and archive parent Linked attachment Business-safe failure reason
Menu manualFile Management · Rules and states
File Management is read-only and is the last child under Source Documents. A file can exist while its downstream invoice still needs review. Use Invoices for recognition, review, and invoice…
Menu manualFile Management · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualFile Management · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualFile Management · Find and inspect a file
Confirm the source document and its state. Enter an upload batch number, file keyword, or status filter. Review file name, status, source batch, archive parent, and linked attachment. Read …
Menu manualAccounting · Overview
Journal vouchers, fixed assets, and ledgers for the selected client. Organize implemented accounting work. Client workspace navigation: Accounting. Understand the module boundary before open…
Menu manualAccounting · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualAccounting · Rules and states
Business operations are documented on the child-menu pages. 3 of 3 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualAccounting · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualAccounting · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualLedgers · Overview
Query posted balances and general or subsidiary ledger entries. Review read-only accounting balances and history. Client workspace navigation: Accounting → Ledgers. Review a balance by accou…
Menu manualLedgers · Page regions
Balance summary General Ledger Subsidiary Ledger Period and account filters Linked voucher context
Menu manualLedgers · Rules and states
Ledgers are read-only. Only successfully posted voucher entries appear. A balance does not permit changing the underlying source. No matching entries Balance available General Ledger entries…
Menu manualLedgers · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualLedgers · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Menu manualLedgers · Review balances and ledger entries
Trace a posted result back to its voucher. Select period and account filters. Review balance summary, then open General Ledger or Subsidiary Ledger entries as needed. Use linked voucher to …
Menu manualSetup · Overview
Company profile and customer or supplier master data for the selected client. Organize implemented client master-data work. Client workspace navigation: Setup. Understand the module boundary…
Menu manualSetup · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualSetup · Rules and states
Business operations are documented on the child-menu pages. 2 of 2 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualSetup · Common problems
The page is view-only or an action is missing. The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes. Verify the client lifecycle status and …
Menu manualSetup · Visibility and access
The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.
Business flowChoose a portal and enter a workspace
Understand the platform, tax-firm, and client portals, then open the client workspace where day-to-day accounting work happens. Open a company’s accounting workspace Move between firm-level …
Business flowMaintain the company profile
Keep the legal, tax, and accounting profile used by downstream workflows accurate. Maintain Company Profile and registration facts Maintain Tax Registration Maintain Addresses & Contacts and…
Business flowUpload invoices from the client portal
Send invoice files to the tax firm and follow the status of each upload batch. Submit monthly invoice documents Replace an unclear or incorrect file Review upload batch results Sign in to th…
Business flowUse File Management
Find uploaded files, their processing status, and the business record that uses them. Locate a source document Check scan or processing status Trace a file before invoice review Open the cli…
Business flowFind and review invoices
Use the processing overview and tax-period query to find input and output invoices, then continue the available action. Find an invoice by number, counterparty name, or TIN Review Pending, N…
Business flowCreate a manual invoice
Record an input or output invoice manually when no usable imported draft is available. Record an externally issued invoice Capture input VAT and purchase EWT or output VAT Record a received …
Business flowMaintain customers and suppliers
Keep the minimum customer and supplier identity needed for invoices, vouchers, ledgers, and tax work. Create a customer or supplier Mark one organization as both customer and supplier Mainta…
Business flowMaintain the firm standard chart
Maintain one shared account hierarchy for every client workspace in the tax firm. Review the eight-purpose system readiness summary Find and inspect an account branch Add a root or child acc…
Business flowPrepare and post vouchers
Create, complete, review, and post accounting vouchers while keeping debit and credit totals balanced. Create a manual voucher Complete a voucher generated from an invoice Review posting sta…
Business flowReview ledgers and balances
Use read-only balance, general-ledger, and subsidiary-ledger views to inspect posted activity. Review balances by period Trace an account’s posted entries Inspect subsidiary activity Relevan…
Business flowMaintain fixed assets and depreciation
Register purchases and transfers, then review monthly straight-line depreciation schedules. Register a newly purchased asset Bring an existing asset into the system Review a depreciation sch…
Business flowPrepare and track Tax Filings
Prepare 2550Q, 0619-E, and 1601-EQ web returns from confirmed tax facts, review 1601-EQ QAP detail, record customer confirmation, and track filing completion. Create or continue a 2550Q, 061…
Business flowManage EWT and CWT records
Record, find, summarize, and trace actual EWT and CWT facts from invoice or standalone entry channels. Find and summarize EWT or CWT for a tax period Record standalone EWT without requiring …
Business flowManage clients and monitor firm work
Use the tax-firm portal to manage client companies, staff access, recognition exceptions, the shared standard chart, audit records, and cross-client follow-up. Create and maintain a client c…
Business flowOperate the IntelligentTax platform
Manage firms, plans, security, LLM resources, storage, automation runs, and platform audit records. Manage a tax firm and its plan Review security or audit events Monitor LLM, storage, and a…
FAQWhich portal should I use?
Platform operators use the platform portal, tax-firm staff use the firm portal, and client business users use the client portal. Day-to-day accounting and tax records are handled inside a cl…
FAQCan I change language or theme?
Yes. The product supports English and Chinese interface settings, plus light and dark themes. The documentation also provides matching English and Chinese pages.
FAQWhich invoice files can the client portal upload?
The current client upload flow accepts PDF, JPG, PNG, and ZIP files, with a maximum of 25 MB per file.
FAQDoes a successful upload mean the invoice is complete?
No. Upload success only confirms file receipt. Recognition, review, duplicate checks, tax treatment, attachments, confirmation, and voucher work may still be pending.
FAQWhy does invoice direction matter?
Input and output invoices drive different tax facts. Purchase EWT is decided for input invoices. Output invoices are not forced through a CWT decision; a customer-provided Form 2307 is recor…
FAQHow many attachments can a manual invoice have?
The current manual invoice flow supports one primary attachment and up to three supporting attachments.
FAQWhy is a submitted voucher not visible in the ledger yet?
Voucher posting runs asynchronously. Return to the voucher list and confirm the posting status. Draft, incomplete, or failed vouchers do not appear as posted ledger activity.
FAQWhich tax filing types are currently supported?
The guided Tax page currently supports Original Returns for BIR Form 2550Q April 2024 ENCS, 0619-E 2018-01, and 1601-EQ 2019-01 ENCS. QAP is available as the on-screen support schedule for 1…
FAQDoes IntelligentTax submit directly to BIR or pay automatically?
No. The current guided Tax lifecycle prepares web returns and tracks customer confirmation, filing lock, and completion. It does not generate official BIR PDFs or QAP DAT/CSV files, submit t…
FAQWhy do some items say Planned but have no steps?
This manual publishes operating instructions only for code-verified functionality. Planned items are identified for transparency, but instructions are added only after implementation and ver…
FAQHow do I search the documentation quickly?
Press Ctrl+K on Windows or Command+K on macOS to focus search. Results search the current language across page titles, headings, guide text, and FAQ answers, and link directly to the matchin…
FAQCan I read the manual on a phone?
Yes. Navigation collapses into a drawer, article content becomes single-column, and every system screenshot can be opened in a full-screen zoomable viewer.
PlannedTax burden analysis and planning
Tax-burden analysis and planning tools beyond current filing workpapers.
PlannedDirect BIR submission and automatic payment
Direct external submission and automated payment capabilities are not part of the current implementation.
PlannedClient online filing approval
A client-portal approval experience for filing packages.