File and forwarded-email intake
Accept supported documents and forwarded .eml files with duplicate-document detection.
Configured workspace capability
Tax Notices turns authority correspondence into a controlled inbox. Augmented exports package transactions, determinations, certificate links, return worksheets, notices, and an explicit availability manifest for customer review.
What it does
The Tax Notices workspace accepts PDF, PNG, JPEG, text, and forwarded .eml files. It preserves the source document, extracts available text, assigns a reviewable category and confidence, and records every lifecycle change.
Operators see overdue notices, notices due within 30 days, and open notices whose due date is unavailable. Unavailable facts remain explicit; the workflow never turns missing correspondence data into zero or a no-action conclusion.
A response worksheet organizes the issue summary, deadline, facts to verify, documents to collect, and a blank response draft. It is prepared for customer review and names the authority-controlled response channel.
The one-click augmented export downloads a ZIP with scoped transaction data, line tax determinations, sales and purchasing certificate inventories with authenticated links, return-package worksheets, and the notice inventory. manifest.json identifies every included and unavailable dataset.
Why it matters
Notices are easy to lose across inboxes, portals, and paper mail. A durable intake and due-date queue creates one operating record without promising managed representation.
Audit, filing, and advisor handoffs need evidence from several modules. The augmented bundle makes that handoff repeatable while preserving authentication around source documents.
Where it fits in the platform
Open Tax Notices from Sales Tax Compliance. Use the augmented export when a reviewer, advisor, or filing operator needs a scoped evidence package.
The workflow complements Returns Centers and certificate modules. It does not replace authority portals, legal review, or customer remittance controls.
Core capabilities
OCR and classification status
Extract available text and mark OCR failures for human review rather than guessing.
Due-date reminders
Separate overdue, due-soon, and due-date-unavailable work.
Response worksheet
Prepare a review checklist and evidence plan without transmitting a response.
Immutable activity history
Retain receipt, status, assignment, and worksheet events for the tenant.
Augmented evidence bundle
Download scoped CSV evidence plus an explicit JSON availability manifest in one ZIP.
Data this area uses
- Authority notice documents, operator-entered notice facts, OCR text when available, transactions, tax determinations, certificate inventories, and return-package metadata.
What it produces
- Notice queue and reminders, reviewable classification, response worksheet, source-document download, immutable events, and augmented export ZIP.
How it connects
- Sales Tax Compliance · Returns Centers · sales and purchasing exemption certificates · authenticated download endpoints
Frequently asked questions
- Does the notice inbox automatically respond to agencies?
- No. It prepares a worksheet and evidence checklist. Your authorized team reviews and sends any response through the authority’s permitted channel.
- What happens when OCR cannot read a notice?
- The notice remains stored and is labeled needs OCR review. Missing extracted facts are not inferred.
- Does the export copy every source document into the ZIP?
- It includes inventories and authenticated application links. This avoids exposing raw storage locations and keeps access behind tenant controls.
- Can I limit an augmented export by date?
- Yes. The date range filters transactions and overlapping return packages. Certificate and notice inventories remain scoped to the selected organization and location.