The Notices module provides a centralized workspace for managing tax notices from upload through resolution. AI-powered data extraction reduces manual entry, while the full‑screen Notice Details view enables faster review, editing, and collaboration.
Uploading Notices
Upload scanned notices and let our AI extract key data like due dates, amounts, and jurisdictions—saving time and reducing manual entry.
Open the Tools dropdown and select Upload.
Drag-and-drop or select PDF files.
PDF only, up to 25 files per batch, <10MB each.
AI automatically extracts key fields (jurisdiction, tax type, amount due, entity, due date) and populates the notices table.
As notices process, status and extracted data update in real time.
Using KPI Filters
KPIs at the top of the table provide quick, clickable filters:
Recently Uploaded — notices added in the last 7 days
Due Soon — due within 7 days
Past Due — due date has passed
Unresolved — not yet marked resolved
Resolved — completed with a resolution summary
Click any KPI to filter the notices table instantly.
Notice Statuses
Notices move through discrete statuses to track progress:
New — newly uploaded
In Progress – Armanino — Armanino team is actively working the notice
In Progress – Client — action required from the client
In Progress – Tax Authority — awaiting response from the jurisdiction
Resolved — completed with a documented resolution
Status changes are logged automatically in the activity feed.
Notice Details View
Click any notice to open the full‑screen details page.
Details Panel (Left): View and edit extracted notice fields, with changes saving immediately to the record.
Documents Panel (Left): Upload and manage supporting documents while preserving the original notice separately.
Document Viewer (Center): Preview the original notice with zoom, page navigation, and download controls.
Activity & Collaboration (Right): View a client‑visible audit trail and add comments to collaborate with clients and your team.