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How Expert Review Works
TaxPly expert review gives you another set of eyes on your filing readiness before you use your package for manual filing preparation.
- 1User prepares records
- 2User requests expert review
- 3Admin/payment process confirms review access
- 4If payment is rejected, TaxPly shows the reason and asks for new proof
- 5Consultant is assigned
- 6Consultant reviews records
- 7Consultant may request changes
- 8Consultant completes review with summary
- 9User can use feedback before manual filing
Expert review helps check readiness and identify issues. It does not replace official filing or official tax payment obligations.
Prepare your records first
Request review from your filing workspace when your records and supporting documents are ready for review.
