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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Document categorization and AI extraction

Ready to Review's AI automatically processes uploaded documents and flags fields that need your verification.

Automated process

After you upload documents, Ready to Review's AI automatically handles the following steps:
  1. Document splitting
    : Split combined PDFs into individual source documents. You can edit splits, and affected documents are reprocessed.
  2. Document categorization
    : Identify document type (W-2, 1099-INT).
  3. Field extraction
    : Extract specific data points from each document, including names, SSNs, and addresses.
  4. Agent analysis
    : Review all documents together to determine ownership (taxpayer, spouse, or dependent) and match data to the correct entities in the return.
  5. Return preparation
    : Populate the return with all available data from your documents.
Because the AI reviews documents together, later uploads can add context and trigger automatic reprocessing. Deleting a document, marking it for reference, or changing its classification or ownership also reruns the analysis.
If the AI can't process a document, such as one with the wrong tax year or a duplicate, it adds a
Tasks Pending
 item for you to resolve.

Verification flags

The AI flags fields that need a human decision:
  • Needs Verification
    : Fields flagged for your review as a pending task, such as an unresolved masked SSN or missing required fields.
  • No flag
    : Data was extracted and mapped without exceptions; minimal review is needed.

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