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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
Search and lifecycle filters Client list and pagination Create/edit company dialog Lifecycle confirmation Client detail Responsible employees Portal account and one-time password Open worksp…
Menu manualClient Companies & Portal Accounts · Rules and states
Draft and terminated clients cannot enter the workspace. Suspended clients may allow staff context viewing but restrict edits; client portal access is blocked. Client owner assignment contro…
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 Edit on an existing row/detail. Enter the client name, registered address, and supported b…
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 reusable account templates and counterparty classification tags. Group master settings reused across the firm's client workspaces. Tax Firm navigation: Settings. Understand the mo…
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. 2 of 2 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 manualAccount Template Management · Overview
Create reusable chart templates, maintain account trees, import/preview JSON, export, copy, and control status. Prepare firm-level chart-of-account templates used for a client's first chart …
Menu manualAccount Template Management · Page regions
Template filters and list New template dialog Template summary and status Hierarchical account list Account editor Import preview Export and copy actions
Menu manualAccount Template Management · Rules and states
Templates belong to the tax firm, not a client. A client's chart is copied only during first initialization and does not follow later template edits automatically. Import must be previewed b…
Menu manualAccount Template Management · 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 manualAccount Template Management · 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 manualAccount Template Management · Create or copy a template
Add a reusable starting chart for client setup. Select New template, or open an existing template and choose Copy. Enter the template name, description, and copy name when applicable. Save …
Menu manualAccount Template Management · Maintain template accounts
Build the hierarchy and metadata copied during client initialization. Open template Details and select Add account, or Edit an existing account. Set code, name, class, type, balance directi…
Menu manualAccount Template Management · Import or export template JSON
Move a complete template definition through the supported controlled format. For import, choose Import JSON and provide the source file. Review total, create, update, and invalid row counts…
Menu manualAccount Template Management · Enable or disable a template
Control whether the template can be selected for client initialization. Open the template detail. Select the enable/disable action. Read the notice and confirm. Verify the status before usi…
Menu manualCounterparty Tags · Overview
Create and edit firm-wide tags that client counterparties can use for classification. Give the firm one reusable tag catalog across client workspaces. Tax Firm navigation: Settings → Counter…
Menu manualCounterparty Tags · Page regions
Tag list New/edit tag form Name and description Status Save/cancel actions
Menu manualCounterparty Tags · Rules and states
Tags are defined at firm level and assigned to counterparties inside client workspaces. Disabling a tag controls future availability but does not silently rewrite historical audit facts. Act…
Menu manualCounterparty Tags · 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 manualCounterparty Tags · 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 manualCounterparty Tags · Create or edit a tag
Maintain a reusable classification label. Select New tag, or Edit an existing tag. Enter the tag name, description, and status. Save the tag. Open a client counterparty to verify active tag…
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 manualHome · Overview
Review one client's open document, recognition, invoice, and voucher work plus current-period progress. Give staff a client-scoped starting point and route each exception to its owning busin…
Menu manualHome · Page regions
Client lifecycle/read-only notice Four pending summary cards Pending-item table Current-period progress Refresh and direct action links
Menu manualHome · Rules and states
Home aggregates actionable business states and does not edit underlying records. Current-period progress can use a recent fallback window when no accounting-period anchor exists. A confirmed…
Menu manualHome · 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 manualHome · 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 manualHome · Review client work
Prioritize the next action for this client. Confirm the client name and workspace mode in the header. Review re-upload, recognition, invoice, and voucher pending counts. Review the item, co…
Menu manualHome · Review current-period progress
Compare production milestones for the current accounting period or fallback window. Review Uploaded, Recognized, Confirmed, and Vouchers generated. Compare the milestone counts rather than …
Menu manualFiles · Overview
Find source files by batch, status, name, archive parent, and linked attachment context. Provide a read-only client file inventory and processing-state trail for downstream invoice work. Cli…
Menu manualFiles · Page regions
Batch, keyword, and status filters File list Name, status, source batch, archive parent, linked attachment, upload/processing time Failure reason Refresh and pagination
Menu manualFiles · Rules and states
The Files page is read-only. A file can be present while its invoice is still pending review. Archive child files retain parent information. Use the invoice pages for invoice-specific recogn…
Menu manualFiles · 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 manualFiles · 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 manualFiles · Find and inspect a file
Confirm the correct source document and its current processing state. Enter an upload batch number, file keyword, or status filter. Review file name, status, source batch, archive parent, a…
Menu manualAccounting · Overview
Client chart, vouchers, ledger, and planned period close. Group the accounting-production chain from master accounts through posted ledger entries and future period close. Client workspace n…
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 4 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 manualChart of accounts · Overview
Initialize and maintain the client's account hierarchy, code rules, class, balance direction, and status. Provide the client-level accounting master data used by vouchers, ledger, tax, asset…
Menu manualChart of accounts · Page regions
Ledger index and class track Search, class, and status filters Hierarchical account table Root/child create and edit drawer Code availability guidance Template initialization dialog Delete c…
Menu manualChart of accounts · Rules and states
Root codes are four digits: assets 1xxx, liabilities 2xxx, equity 3xxx, revenue 4xxx, expenses 5xxx. The system supports up to four hierarchy levels. An account with posted activity cannot c…
Menu manualChart of accounts · 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 manualChart of accounts · 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 manualChart of accounts · Initialize from a template
Create the client's first chart from an active firm template. Available only before the first client account exists. Confirm the client has no existing chart accounts. Select Create from tem…
Menu manualChart of accounts · Search and filter accounts
Find an account while preserving hierarchy context. Enter a code/name keyword or choose class and status. Use the 1xxx-5xxx class track to jump between groups. Review matching branches; anc…
Menu manualChart of accounts · Create a root or child account
Add a valid account at the intended hierarchy level. Use New account for a root, or Add child on the intended parent. For a root, enter a four-digit code whose first digit matches class; fo…
Menu manualChart of accounts · Edit or delete an account
Maintain an account without breaking posted accounting history. Select Edit and review which fields are locked by hierarchy or posted activity. Change allowed fields and heed opposite-balan…
Menu manualVouchers · Overview
Create, complete, review, post, retry, void, and generate vouchers from confirmed invoices. Convert manual and invoice source facts into balanced journal entries and posted general-ledger re…
Menu manualVouchers · Page regions
Summary cards and status filters Voucher list and row actions Create/edit page Completion checks Generate-from-invoices dialog Voucher detail and source invoice Posting confirmation/task Ope…
Menu manualVouchers · Rules and states
Draft saving allows one line, but review readiness requires at least two valid balanced lines. Only active, leaf, postable accounts can be selected. A confirmed invoice should have one activ…
Menu manualVouchers · 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 manualVouchers · 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 manualVouchers · Create or edit a manual voucher
Save a dated journal draft with account lines. Select Create voucher, or Edit on an editable voucher. Enter voucher date, accounting period, summary, and at least one line for a draft. Choo…
Menu manualVouchers · Generate vouchers from invoices
Create main vouchers for selected confirmed invoices. Select Generate from invoices. Choose an accounting period, search confirmed invoices, and select records across pages. Review invoice …
Menu manualVouchers · Complete and review a voucher
Move a valid draft through review without hiding blockers. Open Complete on a draft or posting-failed voucher. Resolve blocking checks: valid date/period, at least two lines, accounts, amou…
Menu manualVouchers · Submit, monitor, or retry posting
Write a reviewed voucher to the ledger through the controlled posting task. On a reviewed voucher, select Submit posting. Confirm it is reviewed, balanced, uses valid accounts, belongs to a…
Menu manualVouchers · Void a voucher
Stop an eligible voucher from remaining active while preserving history. Open the verified voucher detail. Select Void when the action is visible. Enter the required reason and confirm. Ver…
Menu manualLedger · Overview
Query balance summary, general ledger, and subsidiary ledger from posted entries. Turn posted voucher entries into read-only accounting balances and transaction history. Client workspace nav…
Menu manualLedger · Page regions
Balance summary / General ledger / Subsidiary ledger tabs Accounting-period, account, and keyword filters Debit/credit columns Running balance Voucher number links and pagination
Menu manualLedger · Rules and states
Ledger pages are read-only. Only successfully posted voucher entries appear. No data can mean no posted activity, a different period/account, or an upstream posting failure. Use the voucher …
Menu manualLedger · 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 manualLedger · 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 manualLedger · Review the balance summary
Compare account balances for an accounting period. Open the Balance summary tab. Select an accounting period. Review account code/name/class plus opening debit/credit, period debit/credit, …
Menu manualLedger · Review the general ledger
Trace posted movements and running balance for one account. Open General ledger. Select an account and period, then enter a keyword when needed. Review date, voucher number, summary, debit,…
Menu manualLedger · Review the subsidiary ledger
Inspect detailed posted entries for one account. Open Subsidiary ledger. Select an account and required filters. Review transaction details and running balance. Use pagination and page size…
Menu manualPeriod close · Overview
Planned controls for closing an accounting period after readiness checks. Prevent further ordinary accounting changes after a period is reviewed and formally closed. Client workspace navigat…
Menu manualPeriod close · Planned relationship
Will consume chart, vouchers, ledger, accounting periods, and later reporting readiness. Existing voucher and ledger operations remain available in their menus. This menu is not operable in …
Menu manualInvoices · Overview
Unified, input-preset, and output-preset views over one complete invoice workflow. Group source upload, recognition, manual entry, review, tax treatment, voucher preparation, and invoice lif…
Menu manualInvoices · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualInvoices · 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 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 manualInvoice library · Overview
Unified invoice records, review queue, recognition progress, upload, manual entry, and lineage. Provide the unified invoice records, review, upload, recognition, and archive entry for the cl…
Menu manualInvoice library · Page regions
Summary and exception filters Invoice records tab Review queue tab Recognition progress tab Upload dialog and recognition detail Manual entry/review/detail pages Attachments, tax, allocation…
Menu manualInvoice library · Rules and states
The library covers both input and output directions and includes upload, review queue, and recognition progress. Manual entry records an invoice already issued or received through lawful ext…
Menu manualInvoice library · 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 manualInvoice library · 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 manualInvoice library · Find and filter invoices
Locate the required record or exception within this menu's preset scope. Use invoice/counterparty search plus status, date, exception, and other available filters. Review summary cards and …
Menu manualInvoice library · Create a manual invoice
Record an externally issued or received invoice when no usable imported draft exists. Select Manual entry and choose input or output direction. Enter header, seller/buyer, counterparty, tax…
Menu manualInvoice library · Review and confirm an invoice
Turn a draft or recognition result into an accounting-ready record. Open Continue review or Start review for an eligible draft. Confirm invoice number/date, seller, buyer, counterparty, cur…
Menu manualInvoice library · Use invoice lifecycle actions
Open details, edit eligible drafts, return to draft, archive, void, or delete according to status. Open the verified invoice row or detail. Use Edit only when the status allows draft change…
Menu manualInvoice library · Upload and monitor recognition
Submit source files, follow recognition progress, retry eligible tasks, or request client re-upload. Select Upload invoice and choose supported PDF, JPG/JPEG, PNG, or ZIP files up to 25 MB …
Menu manualInput invoices · Overview
Supplier-side invoices with input VAT, EWT, and voucher-readiness focus. Provide a supplier/input-VAT preset view over the shared invoice workflow. Client workspace navigation: Invoices → In…
Menu manualInput invoices · Page regions
Direction-specific page title and actions Summary and filters with fixed direction Invoice list Manual entry/review/detail pages Input VAT and EWT sections Attachments, allocation, and vouch…
Menu manualInput invoices · Rules and states
Direction is preset to input. The page focuses on supplier documents, input VAT, EWT, and voucher readiness. Manual entry records an invoice already issued or received through lawful externa…
Menu manualInput invoices · 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 manualInput invoices · 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 manualInput invoices · Find and filter invoices
Locate the required record or exception within this menu's preset scope. Use invoice/counterparty search plus status, date, exception, and other available filters. Review summary cards and …
Menu manualInput invoices · Create a manual invoice
Record an externally issued or received invoice when no usable imported draft exists. Select the page's manual input invoice action; direction is preset. Enter header, seller/buyer, counter…
Menu manualInput invoices · Review and confirm an invoice
Turn a draft or recognition result into an accounting-ready record. Open Continue review or Start review for an eligible draft. Confirm invoice number/date, seller, buyer, counterparty, cur…
Menu manualInput invoices · Use invoice lifecycle actions
Open details, edit eligible drafts, return to draft, archive, void, or delete according to status. Open the verified invoice row or detail. Use Edit only when the status allows draft change…
Menu manualOutput invoices · Overview
Customer-side invoices with output VAT, other tax, CWT, and voucher-readiness focus. Provide a customer/output-VAT preset view over the shared invoice workflow. Client workspace navigation: …
Menu manualOutput invoices · Page regions
Direction-specific page title and actions Summary and filters with fixed direction Invoice list Manual entry/review/detail pages Output VAT, other tax, and CWT sections Attachments, allocati…
Menu manualOutput invoices · Rules and states
Direction is preset to output. The page focuses on customer sales documents, output VAT, CWT, and voucher readiness. Manual entry records an invoice already issued or received through lawful…
Menu manualOutput invoices · 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 manualOutput invoices · 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 manualOutput invoices · Find and filter invoices
Locate the required record or exception within this menu's preset scope. Use invoice/counterparty search plus status, date, exception, and other available filters. Review summary cards and …
Menu manualOutput invoices · Create a manual invoice
Record an externally issued or received invoice when no usable imported draft exists. Select the page's manual output invoice action; direction is preset. Enter header, seller/buyer, counte…
Menu manualOutput invoices · Review and confirm an invoice
Turn a draft or recognition result into an accounting-ready record. Open Continue review or Start review for an eligible draft. Confirm invoice number/date, seller, buyer, counterparty, cur…
Menu manualOutput invoices · Use invoice lifecycle actions
Open details, edit eligible drafts, return to draft, archive, void, or delete according to status. Open the verified invoice row or detail. Use Edit only when the status allows draft change…
Menu manualTax · Overview
Create filing packages, generate workpapers, resolve readiness, review, record external submission/payment, export, and archive. Turn verified accounting and invoice sources into controlled …
Menu manualTax · Page regions
Filing workbench and filters Create filing dialog Package list and status Overview and nine-step workflow Source documents and workpaper Readiness checks and evidence Client confirmation/rev…
Menu manualTax · Rules and states
Current filing forms include 2550Q, 2551Q, 1601EQ, and 1702Q in the workbench; EWT preparation also supports relevant 0619E/1601EQ/1604E flows. Workflow steps are form-specific; EWT can move…
Menu manualTax · 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 · 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 · Create a filing package
Open a controlled package for one tax type and filing period. Select Create filing package. Choose tax type/BIR form and period; review guided boundaries, due date, package number, and owne…
Menu manualTax · Generate or refresh the workpaper
Calculate the package from current eligible source facts. Open the package detail. Review source-document counts and current readiness. Select Generate/Refresh workpaper. Review source summ…
Menu manualTax · Resolve readiness and review the package
Move the package through the form-specific workflow only after blockers are resolved or explicitly confirmed. Review every readiness blocker and advisory. Correct source invoices, vouchers,…
Menu manualTax · Record external submission and payment
Capture evidence after the filing or payment occurred outside IntelligentTax. Use Record submission when the package workflow allows it. Enter external channel, valid submitted date/time, a…
Menu manualTax · Export or archive
Package current workpaper and evidence for external use, or close the active work list. Review export readiness and unresolved checks. Select Export and save the generated package securely.…
Menu manualExpanded Withholding Tax · Overview
Review EWT records, evidence and periods, run reconciliation, explain differences, and generate/deliver BIR Form 2307. Provide a client-level EWT control center across input invoices, vouche…
Menu manualExpanded Withholding Tax · Page regions
EWT detail tab and filters Review drawer with invoice/tax/voucher/filing summary Evidence link/history and audit Reconciliation run/filter/summary/item detail Difference explanation Form 230…
Menu manualExpanded Withholding Tax · Rules and states
EWT applies to eligible input invoices. Confirmed EWT records freeze relevant ATC/version/rate/base/amount/period facts for accounting use. Changing a confirmed EWT after posting can create …
Menu manualExpanded Withholding 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 manualExpanded Withholding 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 manualExpanded Withholding Tax · Review an EWT record
Confirm withholding, evidence, voucher, and filing context for one invoice. Filter EWT detail by period, status, or search. Select Review on the target row. Review invoice, counterparty/TIN…
Menu manualExpanded Withholding Tax · Run and review EWT reconciliation
Compare invoice, voucher, filing, and certificate sources for a selected period. Open Reconciliation and choose period type, start, and end. Select Run reconciliation. Review sources, total…
Menu manualExpanded Withholding Tax · Generate and deliver Form 2307
Produce a certificate from eligible confirmed EWT sources for one payee and quarter. Open Form 2307 and choose year and quarter. Review coverage and select Generate for an eligible payee se…
Menu manualReports · Overview
Planned financial statement and configurable reporting module. Present verified posted accounting facts as standard and configurable financial reports. Client workspace navigation: Reports. …
Menu manualReports · Planned relationship
Will consume chart mappings, posted ledger data, and reporting/period controls. Existing ledger queries remain available under Accounting → Ledger. This menu is not operable in the current p…
Menu manualBalance sheet · Overview
Planned statement of assets, liabilities, and equity by reporting period. Present financial position from posted ledger balances and report mappings. Client workspace navigation: Reports → B…
Menu manualBalance sheet · Planned relationship
Will depend on posted vouchers, ledger balances, chart report mappings, and period controls. This menu is not operable in the current product. No operating date or release commitment is stat…
Menu manualIncome statement · Overview
Planned statement of revenue, expenses, and period result. Explain operating performance from posted revenue and expense accounts. Client workspace navigation: Reports → Income statement. Th…
Menu manualIncome statement · Planned relationship
Will depend on posted ledger entries, chart mappings, and reporting periods. This menu is not operable in the current product. No operating date or release commitment is stated in this manua…
Menu manualCash flow · Overview
Planned statement of operating, investing, and financing cash movement. Explain cash movement from posted accounting facts and future cash-flow mappings. Client workspace navigation: Reports…
Menu manualCash flow · Planned relationship
Will depend on ledger entries, account mapping, and reporting periods; no current cash-flow generation operation exists. This menu is not operable in the current product. No operating date o…
Menu manualCustom reports · Overview
Planned configurable reporting views over verified accounting facts. Allow approved report layouts beyond the standard statements without changing source accounting records. Client workspace…
Menu manualCustom reports · Planned relationship
Will depend on chart/report mappings, ledger data, and reporting-period controls. This menu is not operable in the current product. No operating date or release commitment is stated in this …
Menu manualAssets · Overview
Partially available asset module with implemented fixed-asset initialization and confirmation. Group supported client asset-register work while clearly separating future lifecycle operations…
Menu manualAssets · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualAssets · Rules and states
Business operations are documented on the child-menu pages. 1 of 1 child menus are currently available or partially available. The Assets parent route itself is a placeholder; use Fixed asse…
Menu manualAssets · 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 manualAssets · 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 · Overview
Initialize transferred historical assets and confirm eligible invoice-derived asset drafts. Establish a client fixed-asset register from opening balances and supported invoice-derived drafts…
Menu manualFixed assets · Page regions
Asset summary Pending drafts Asset ledger Initialize asset form Draft confirmation Account selectors and depreciation inputs Pagination
Menu manualFixed assets · Rules and states
The current page implements opening-asset transfer and draft confirmation; depreciation runs, disposal, and transfer operations are not documented as available here. Cost and useful life mus…
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 · Initialize an opening asset
Transfer a historical asset into the system as of a controlled takeover date. Select Initialize asset. Enter asset name, category, cost, acquisition date, placed-in-service date, system tak…
Menu manualFixed assets · Confirm an asset draft
Turn an eligible invoice-derived suggestion into a fixed-asset register item. Review Pending drafts and open the target source. Confirm asset name, category, dates, cost/suggested amount, u…
Menu manualCounterparties · Overview
Shared customer/supplier identity and tax master data with three independent menu presets. Group one client-level counterparty master while preserving clear All, Customers, and Suppliers wor…
Menu manualCounterparties · Page regions
Module purpose and boundaries Child-menu status matrix Links to available and planned functions
Menu manualCounterparties · 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 manualCounterparties · 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 manualCounterparties · 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 manualAll counterparties · Overview
Unified customer/supplier master data, tax profile, tags, status, and history. Maintain one client-level identity record that can hold customer, supplier, or both roles. Client workspace nav…
Menu manualAll counterparties · Page regions
Preset role tabs Search and status/tax filters Counterparty list Create/edit drawer Overview, addresses, tax classification, tags, and history Status/delete actions with reason
Menu manualAll counterparties · Rules and states
This menu applies a all roles preset to shared counterparty data; it does not create a separate copy. One organization can have customer, supplier, or both roles. TIN and tax-card data must …
Menu manualAll counterparties · 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 manualAll counterparties · 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 manualAll counterparties · Find a counterparty
Locate a record within the all roles page preset. Enter a name/TIN keyword and choose available status or tax-data filters. Confirm the row belongs to the all roles view; dual-role records …
Menu manualAll counterparties · Create or edit a counterparty
Maintain the identity used by invoices, tax, and accounting workflows. Select New counterparty, or Edit on a verified record. Enter legal/display identity, roles, TIN/tax classification, re…
Menu manualAll counterparties · Change status or delete
Control future selection or remove an unused record while preserving referenced history. Open the verified counterparty. Use status action to activate/deactivate, or choose Delete only when…
Menu manualCustomers · Overview
Counterparties preset to the customer role for sales and output-invoice work. Provide a customer role-filtered view over the shared counterparty master data. Client workspace navigation: Cou…
Menu manualCustomers · Page regions
Preset role tabs Search and status/tax filters Counterparty list Create/edit drawer Overview, addresses, tax classification, tags, and history Status/delete actions with reason
Menu manualCustomers · Rules and states
This menu applies a customer role preset to shared counterparty data; it does not create a separate copy. One organization can have customer, supplier, or both roles. TIN and tax-card data m…
Menu manualCustomers · 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 · 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 · Find a counterparty
Locate a record within the customer role page preset. Enter a name/TIN keyword and choose available status or tax-data filters. Confirm the row belongs to the customer role view; dual-role …
Menu manualCustomers · Create or edit a counterparty
Maintain the identity used by invoices, tax, and accounting workflows. Select New counterparty, or Edit on a verified record. Enter legal/display identity, roles, TIN/tax classification, re…
Menu manualCustomers · Change status or delete
Control future selection or remove an unused record while preserving referenced history. Open the verified counterparty. Use status action to activate/deactivate, or choose Delete only when…
Menu manualSuppliers · Overview
Counterparties preset to the supplier role for purchasing and input-invoice work. Provide a supplier role-filtered view over the shared counterparty master data. Client workspace navigation:…
Menu manualSuppliers · Page regions
Preset role tabs Search and status/tax filters Counterparty list Create/edit drawer Overview, addresses, tax classification, tags, and history Status/delete actions with reason
Menu manualSuppliers · Rules and states
This menu applies a supplier role preset to shared counterparty data; it does not create a separate copy. One organization can have customer, supplier, or both roles. TIN and tax-card data m…
Menu manualSuppliers · 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 manualSuppliers · 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 manualSuppliers · Find a counterparty
Locate a record within the supplier role page preset. Enter a name/TIN keyword and choose available status or tax-data filters. Confirm the row belongs to the supplier role view; dual-role …
Menu manualSuppliers · Create or edit a counterparty
Maintain the identity used by invoices, tax, and accounting workflows. Select New counterparty, or Edit on a verified record. Enter legal/display identity, roles, TIN/tax classification, re…
Menu manualSuppliers · Change status or delete
Control future selection or remove an unused record while preserving referenced history. Open the verified counterparty. Use status action to activate/deactivate, or choose Delete only when…
Menu manualSettings · Overview
Available company master data plus planned user, period, and certificate administration. Group long-lived client configuration used by accounting, tax, access, and evidence workflows. Client…
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 5 child menus are currently available or partially available. Available: all documented child operations are usable. Partiall…
Menu manualSettings · 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 manualSettings · 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 settings · Overview
Maintain organization, address, tax profile, accounting settings, authorized 2307 representative, and history. Provide the long-lived client master data consumed by invoice, accounting, EWT …
Menu manualCompany settings · Page regions
Overview Organization inline edit Addresses inline edit Tax profile inline edit Accounting settings inline edit Authorized representative fields History table Read-only and load/save message…
Menu manualCompany settings · Rules and states
Sections default to view mode and must be explicitly edited. Authorized 2307 representative name, title, and TIN are all-or-none. The system does not create or store an electronic signature;…
Menu manualCompany settings · 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 settings · 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 settings · Edit organization information
Maintain the company's identity and operating profile. Select Edit organization. Update legal name, display/trade name, organization type, industry/PSIC, business style, website, and branch…
Menu manualCompany settings · Edit addresses
Maintain registered, operating, and billing locations. Select Edit addresses. Enter line 1/2, city, province/state, postal code, and country/region for each applicable address. Review the a…
Menu manualCompany settings · Edit the tax profile
Maintain the legal tax identity and 2307 payor representative. Select Edit tax profile. Update TIN, taxpayer type, VAT registration status, withholding-agent status, and related tax profile…
Menu manualCompany settings · Edit accounting settings
Maintain client-level accounting conventions and current setup context. Select Edit accounting settings. Review base currency, tax currency, accounting standard, fiscal-year end, date/numbe…
Menu manualCompany settings · Review settings history
Confirm who changed company master data and which fields changed. Open History. Review time, actor, action, and changed fields. Use the record to confirm the latest intended state. If histo…
Menu manualUsers · Overview
Planned client-workspace user and access management. Manage people who can access client-specific workspace functions and their scope. Client workspace navigation: Settings → Users. The curr…
Menu manualUsers · Planned relationship
Current firm employee access is managed from Employees & Permissions and client owner assignment; client portal access is managed from Client Companies & Portal Accounts. This menu is not op…
Menu manualAccounting periods · Overview
Planned creation, opening, locking, and closing of accounting periods. Provide explicit period control for vouchers, ledger, close, and reporting. Client workspace navigation: Settings → Acc…
Menu manualAccounting periods · Planned relationship
Voucher and ledger pages already consume accounting-period context where available; period administration itself is not operable here yet. This menu is not operable in the current product. N…
Menu manualFiling periods · Overview
Planned administration of reusable tax filing-period calendars. Define controlled filing windows and due-date calendars consumed by tax packages. Client workspace navigation: Settings → Fili…
Menu manualFiling periods · Planned relationship
Tax filing package creation already guides period boundaries and due dates; standalone period administration is not available yet. This menu is not operable in the current product. No operat…
Menu manualCertificates · Overview
Planned client license, registration, and certificate archive. Keep long-lived company certificates and registrations available to supported compliance workflows. Client workspace navigation…
Menu manualCertificates · Planned relationship
Company Settings currently stores supported identity and tax master data; Form 2307 generation stores its own frozen certificate versions. A general certificate archive is not operable yet. …
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 company settings
Keep the legal, tax, and accounting profile used by downstream workflows accurate. Set company identity and tax details Review accounting configuration before processing invoices Open the re…
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 flowReview workspace files
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 invoice library to filter input and output invoices, prioritize exceptions, and continue review. Find an invoice by number or counterparty Process items that need review Separate inp…
Business flowCreate a manual invoice
Record an input or output invoice manually when no usable imported draft is available. Record an externally issued invoice Correctly capture VAT, EWT, or CWT treatment Attach source and supp…
Business flowMaintain counterparties
Keep customer and supplier identities, tax details, roles, and tags ready for invoice and accounting use. Create a customer or supplier Assign both roles to one organization Maintain tax ide…
Business flowSet up the chart of accounts
Initialize and maintain a hierarchical chart of accounts for vouchers and ledgers. Initialize accounts from a template Add or edit a business-specific account Review account hierarchy before…
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 a tax filing package
Build a filing workpaper, check readiness, review source documents, and track submission, payment, or archive status. Prepare VAT 2550Q or Percentage Tax 2551Q Prepare EWT 1601EQ Prepare Cor…
Business flowManage EWT and Form 2307
Review withholding decisions for input invoices, maintain Form 2307 versions, reconcile records, and prepare EWT filing packages. Confirm whether an input invoice is subject to EWT Generate …
Business flowManage clients and monitor firm work
Use the tax-firm portal to manage client companies, staff access, recognition exceptions, audit records, templates, and tags. Create and maintain a client company Assign staff and roles Foll…
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 business and withholding logic. In the current product, EWT is handled for eligible input invoices, while CWT is handled for eligible output invoice…
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 filing workbench currently covers VAT 2550Q, Percentage Tax 2551Q, EWT 1601EQ, and Corporate Quarterly Income Tax 1702Q. The EWT area also supports preparation flows for 0619E, 1601EQ, a…
FAQDoes IntelligentTax submit directly to BIR or pay automatically?
No. The current implementation supports preparation, readiness, review, evidence, and lifecycle tracking. Direct BIR submission and automatic payment are planned, not available operations.
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.
PlannedPeriod close
A guided accounting-period close workflow.
PlannedFinancial statements and custom reports
Balance sheet, income statement, cash-flow statement, and custom reporting pages.
PlannedTax burden analysis and planning
Tax-burden analysis and planning tools beyond current filing workpapers.
PlannedWorkspace users and period settings
Workspace-level users, accounting periods, and filing periods.
PlannedCertificate archive
A dedicated workspace archive for tax certificates.
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.