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Tax Due Diligence
Collect prior filings and tax-position documentation in one request so you can assess exposure before a deal closes.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Prior Filings
5 fields filled
Tax Year
Jurisdiction
Taxable Income
Total Tax
Filing Date
Tax-Position Documentation
4 fields filled
Position Summary
Exposure Amount
Period Covered
Advisor
Every field this template collects. Without extraction your client copies all 12 values off their own documents by hand — and still sends you the 2 files.
- Client sends
- 2
- 2 files to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 9
- extracted from the files
- On the form
- 12
- fields in total
Start with Tax Due Diligence
Import the template and send your first request in minutes.