Every return started from the first check
Reviewers moved line by line through the return before reaching the few items that needed judgment.
EXAMPLE · TAX RETURN REVIEW
Tax Return Review
The preparer uploads a completed return. The system identifies the return type, prepares the matching checks, and puts open questions in a reviewer queue. The reviewer makes the final call. It works with UltraTax, Drake, TaxDome, and the tools the firm already uses.
Based on a Calyer tax review build. Names, volumes, dates, and results are illustrative.BEFORE THE BUILD
Review time went tofinding the real issues.
Reviewers worked through the same long checklist on every return, even when most checks had clear support and needed no discussion.
Open questions went back through email
A reviewer note could sit until the preparer found the message, opened the return, and traced the issue again.
Evidence lived apart from the decision
The return, workpapers, checklist, and review notes did not share one review record.
app.calyer.ai/tax-review/2025-individual
2025 INDIVIDUAL RETURNS
12 NEED REVIEWReviewer exception queue
Returns uploaded68
Checks cleared914
Open questions12
Return uploaded
Prepared return and supporting files
Checks prepared
Return type and checklist matched
Exceptions reviewed
12 open questions need a decision
Final sign-off
Ready after reviewer approval
ILLUSTRATIVE BEFORE AND AFTER
What changes across68 sample tax returns.
Illustrative comparison based on the workflow shown above. Times are rounded.
- Source
- Based on a Calyer tax review build.
- Scope
- Illustrative set: 68 tax returns.
- Comparison
- The before and after values compare the manual review path with the system path shown on this page.
- Limits
- Names, volumes, dates, and results are illustrative. They are not client outcomes or a promise. This example does not measure tax accuracy or filing results.
- Review date
- Reviewed August 2026.
Reviewer time per return
BEFORE45 to 60 minutes
AFTERAbout 18 minutes
The reviewer starts with open checks and can still inspect every cleared item.Time to first review
BEFORENext business day
AFTERAbout 12 minutes
The matching checklist and review record are prepared after upload.Checks opened by hand
BEFOREEvery checklist item
AFTER12 open questions
Clear checks stay available, but the queue leads with the work that needs judgment.Preparer follow-up
BEFOREEmail and notes
AFTERAttached to the check
The return page, question, owner, and response stay together.HOW THE TEAM USES IT
One workspace for the team.
Preparer queue
Uploaded returns, current state, and items sent back for changes.
Reviewer workspace
Open checks first, with the return, source page, and preparer note close by.
Firm checklist
The firm's review rules, evidence, pass criteria, and required sign-off.
INSIDE THE BUILD
What the tax reviewsystem covers
The build prepares the review and keeps the evidence close, while the preparer and reviewer own each decision and final sign-off.
Upload
Add the completed return and the supporting files used during preparation.
Match
Identify the return type and prepare the firm's matching review checklist.
Check
Connect each finding to the return page, source detail, and pass criteria.
Resolve
Send open questions to the right preparer and keep each response with the check.
Sign off
Keep the final review decision and approval with the reviewer.
ONE PROCESS