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Low confidence data and Action Needed items
Low confidence data
When the AI is uncertain about extracted information, it flags the data as low confidence.
To resolve these items:
- Go to the flagged field in the organizer.
- Review the source document (accessible via the document viewer).
- Verify or correct the extracted data.
- Save your changes.
Action Needed items
The system highlights items that require your attention before the return can be finalized.
Common action-needed items include:
- Missing required information
- Low-confidence extractions
- Incomplete sections
- Data validation errors
To resolve these items:
- Review theAction Neededlist in the document viewer.
- Address each item by verifying or entering data.
- Mark the items as complete once resolved.
- Refresh diagnostics to confirm resolution.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
Related Content
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Organizer overview and manual data entry
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