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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Organizer overview and manual data entry

The
Organizer
 is your central workspace for reviewing and editing extracted data before the return is finalized.

Access the Organizer

  1. Go to your project.
  2. Go to the
    Prepare
     tab.
  3. The organizer displays all extracted data organized by tax category.

Organizer features

  • Structured data entry
    : Organized by tax form and schedule.
  • Pre-populated fields
    : Data extracted by AI is already filled in.
  • Manual entry options
    : Add or correct information as needed.
  • Validation indicators
    : Highlights incomplete or low-confidence fields.
  • Running on GoSystem Tax
    : Leverages proven tax preparation technology.

Review extracted data

  • Review each section of the organizer.
  • Verify accuracy of auto-populated fields.
  • Make corrections or additions as necessary.
  • Pay special attention to fields flagged with low confidence.

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