How does Smart Review enhance your filing process?
Smart Review helps you identify errors, maintain data accuracy, and ensure compliance, providing a streamlined and reliable
filing process from start to finish.
Stay Filing-Ready
Smart Review helps ensure your forms meet IRS and state standards—minimizing corrections & maximizing acceptance rates.
Eliminate Duplicates & Inconsistencies
Identify and eliminate duplicate records to prevent errors and ensure your data is accurate, and reliable.
Prevent Last-Minute Delays
Reduce the risk of filing delays and keep your returns on track with IRS deadlines.
Built for accuracy, designed for compliance
Before transmitting your forms, Smart Review conducts a comprehensive audit of your forms. This helps you prevent errors, avoid penalties, and
streamline your workflow.
Errors
Errors are critical issues in your form data that must be resolved before transmission.
- These validations are designed to help you avoid IRS/SSA rejections and reduce the risk of compliance issues.
- Our system scans your filings for potential red flags—such as inconsistencies, missing information, or values outside expected ranges—that could delay processing or trigger audits.
- By addressing these errors before filing, you help ensure smoother submission and accurate reporting.
Warnings
Warnings identify potential issues that don’t necessarily block filing but could impact accuracy or completeness. These alerts help you catch things that might cause problems down the line, such as:
- Duplicate forms and files: Same TIN, form type, and amount across entries or uploads.
- Duplicate batches (for Sage users): Identical TINs, form types, and counts pushed multiple times.
- Missing state information: Some forms are missing required state fields, which could result in non-compliance with state reporting requirements.
- Incomplete forms: Forms saved as drafts or those with errors during bulk upload will be considered incomplete.
You have the flexibility to fix warnings before filing or proceed as is with full awareness of the flagged issues.
Recommendations
Recommendations guide you to file more accurately, deliver on time, and stay compliant. These suggestions are optional but help avoid issues and rejections. The common recommendations our system suggests are:
- TIN not verified: Use our TIN Matching service to verify recipient TIN and name combinations with IRS records and avoid rejections.
- Address not verified: Our free USPS validation verifies recipient mailing addresses against the USPS records for accurate delivery.
- Enable postal mailing/online access: Distribute recipient copies securely and on time by enabling postal mailing or online access.
Implementing these recommendations helps enhance filing quality and reduce the likelihood of future errors.
How Smart Review Works?
-
Step 1: Fix Errors
Click on the Errors tab to review and fix form-level issues like: Invalid or missing TINs, mismatched wage and tax values, and missing
recipient details. -
Step 2: Resolve Warnings
Address duplicates, missing state information, or fix incomplete draft forms with bulk edit options or individually as needed.
-
Step 3: Apply Recommendations
Use built-in tools like:
- TIN Matching
- Address Verification
- Form Distribution Preferences
Ready to File with Confidence?
Get started with TaxBandits today and eliminate the guesswork for your submission.
How Smart Review Works?
-
Step 1 : Fix Errors
Click on the Errors tab to review and fix form-level issues like: Invalid or missing TINs, mismatched wage and tax values, and missing recipient details.
-
Step 2 : Resolve Warnings
Address duplicates, missing state information, or fix incomplete draft forms with bulk edit options or individually as needed.
-
Step 3: Apply Recommendations
Use built-in tools like:
- TIN Matching
- Address Verification
- Form Distribution Preferences
Ready to File with Confidence?
Get started with TaxBandits today and eliminate the guesswork for your submission.
