Skip to content

Tax Context Pending Updates: {client_name} ({tax_year})

Pending Updates

{timestamp} - Conversation

Status: PENDING_REVIEW

Client Statement:

"{exact quote from client}"

Detected Impact: - {description of tax impact}

Suggested Changes:

Jurisdictions: - Add: {state} ({residency_type}) - Remove: {state} - Modify: {state} from {old_status} to {new_status}

Skills: - Add: {path/to/skill.md} - Remove: {path/to/skill.md}

Flags: - Add: [{FLAG_CODE}] {description} - Remove: [{FLAG_CODE}]

Document-Derived Values: - Update: {field} from ${old} to ${new} - Add: {field}: ${value}

Confidence: High / Medium / Low

Preparer Action Required: - [ ] Review client statement - [ ] Verify against documents - [ ] Approve / Reject / Modify

Resolution: - Reviewer: {preparer_id} - Decision: {APPROVED | REJECTED | MODIFIED} - Notes: {preparer notes} - Resolved: {timestamp}

Summary

  • Total Pending: {count}
  • Oldest Pending: {timestamp}
  • High Confidence: {count}
  • Medium Confidence: {count}
  • Low Confidence: {count}