4 - How to Use HIVE AI's Tax Return Analysis Feature

Introduction

Welcome to HIVE AI's Tax Return Analysis Tool tutorial. In this article, we will guide you through the steps of uploading your tax return to our system and reviewing the generated report.

Step-by-Step Guide

Uploading Your Tax Return

Navigate to the Tax Return Analysis Tab: On the left-hand side of your dashboard, find the "Tax Return Analysis" tab. This tab is essential for managing and analyzing your tax documents.
Click on the Upload Button: In the upper right-hand corner, you'll find the "Upload Tax Return" button.
Select the Type of Service: Choose the service type depending on whether it's for an individual or a business. Make sure your tax document only includes official forms and excludes any calculation worksheets.
Check Document Requirements: Ensure that the number of pages for personal and business tax returns meets our specified requirements before uploading.

Reviewing Generated Reports

Track Your Uploaded Documents: Once uploaded, you can find your tax documents under the Tax Return Analysis tab. Each document is labeled with an ID number, name, file type, created date, and the status of the return analysis.
Review the Tax Return Document: Click on the tax document to review its contents.
View the Analysis Report: Click on the generated analysis report to view its details.
Explore the Report: Use the dropdown tabs to expand and drill down into different sections of the analysis report. This report is generated within minutes of uploading your tax documents to our AI system.
Copy and Paste Results: If necessary, you can copy and paste the listed results for further use.

Conclusion

This concludes our step-by-step walkthrough of HIVE AI’s Tax Return Analysis Feature. By following these steps, you can easily upload and review tax returns through our efficient AI system.

Keywords

Tax Return Analysis
HIVE AI
Upload Tax Documents
Tax Return Report
Individual Service
Business Service
Tax Document Requirements

FAQ

Q: Where can I find the upload button for tax returns?

A: The upload button is located in the upper right-hand corner of the Tax Return Analysis tab on the left-hand side of your dashboard.

Q: What types of services can I choose for tax return analysis?

A: You can choose between individual or business services depending on your client's needs.

Q: What file types are acceptable for uploading?

A: Ensure that your tax document includes only official forms and no calculation worksheets.

Q: How can I check the status of my uploaded tax documents?

A: Uploaded tax documents are labeled with an ID number, name, file type, created date, and the status of analysis, all visible under the Tax Return Analysis tab.

Q: How quickly is the analysis report generated?

A: The analysis report is generated within minutes after submitting your tax document to our AI system.

Q: Can I copy and paste the results from the analysis report?

A: Yes, you can copy and paste all the results listed in the analysis report for further use.