This article applies to:

Tax form coverage and source document automation

What Ready to Review delivers to simplify tax preparation:

Tax form coverage

We are dedicated to delivering extensive support to make your tax filing process smooth and efficient.

Federal and state 1040 forms

Includes support for Schedule K1 forms and complex tax situations.

For a comprehensive overview, go to Supported tax forms.

Source document automation

Currently Automates W2, 1099-INT, 1099-DIV and prior year returns.

Manual preparation and entry available for all other source document types.

More source document type automation coming in 2026, go to Supported source documents.

Human in the loop

AI identifies document type, extracts data and organizes automation.

If the AI agent needs confirmation, user will be asked to review before submission.