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Overview
What is happening in this matter and what may need your attention. Counts only — the underlying details stay in the sections below.
- … Documents
- … Active facts
- … Research threads
- … Workpapers
- … Workflow runs
- … Awaiting input
- … Waiting on review
Tasks
Next actions
Recent activity
Structured facts
Facts describe this matter's situation. They are background context, not legal authority, and are never cited as authority.
No active facts yet.
Documents
Upload supporting files for this matter. Documents are stored with this matter under the same terms as its facts. For matters with document-use consent, supported document text may be sent to the AI model when a member asks a matter question.
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Audit workpapers
Convert invoice PDFs into editable rows, add source-backed STIP analysis, and export the reviewed result as CSV.
No workpapers yet.
The Taxability, Reasoning, and Analysis-confidence fields are preliminary, computer-generated research support drawn from indexed authority — not conclusions of Brown & Associates and not tax or legal advice. Extracted, STIP-generated, and reviewer-edited cells are labeled separately, and edited cells are preserved when analysis is regenerated. Independently verify every entry and citation against current, jurisdiction-specific primary authority before relying on or sharing this workpaper. Exporting does not create an attorney-client, CPA-client, or consulting relationship.
Invoice evidence links
Match lines on an invoice workpaper to rows in this AP import. An exact match needs the same vendor and invoice number plus an independently verified line discriminator. A link is transaction evidence and a classification aid only; it is not tax authority and it never changes the AP values.
Category suggestions
A reviewer-confirmed vendor and product category can be suggested for other rows with the same product key. A suggestion is a classification aid only: it does not change the AP values, and it says nothing about use, jurisdiction, exemption or tax treatment.
Active templates
Matter operations
Groups the unresolved AP rows by root cause and shows what each automated task could resolve. Counts and codes only. Results are proposals: nothing here approves a rule, applies a fact or changes a determination, and agent-provisional outcomes are never shown as production-approved.
Matter-wide overview
Exception groups (matter-wide)
No unresolved exception groups.
Rule gaps (ranked)
No researchable rule gaps.
Task states (this workpaper)
Client questions and attestations
Missing facts are asked once per fact and state, not once per row. An attestation is recorded against a named scope and source document; it does not change any row until a consultant previews and applies it. Use context, exemption status and legal conclusions are never inferred.
Open questions
No open client questions.
Recorded attestations
No attestations recorded.
Excel review round trip
Download the AP review as an annotated .xlsx workbook, fill in the governed clarifying facts offline, then upload it again to preview the changes before anything is saved. Only the governed fact columns are read back; treatment, rate, citations and approvals in the workbook are reference only and are never applied. A workbook is a client or reviewer input, not tax authority.
| Extracted / normalized | STIP generated (preliminary) | Reviewer | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Source | Vendor | Invoice # | Date | Line | Description | Qty | Unit price | Amount | Tax | Category / confidence | Taxability | Reasoning | Analysis confidence | Authority / follow-up | Reviewer notes |
Product/service classification
Classify a single product or service description and review queued results before relying on them.
Classification result
Reviewer actions
Ontology concept ID to reassign this item to.
Review queue
Filter batches and open one to review its items.
No classification batches yet.
Batch
This batch has no items.
Exemption certificates
Review exemption certificates for this matter: validation findings with their cited authority, renewal history, and the reviewer disposition. Certificates are background context, not legal authority; validation findings cite the authority they rely on.
No certificates match this matter and filter.
Review suggested values
The registration/tax ID number itself is never captured or shown — only whether one is on file.
Validation findings
Renewal history
No prior versions of this certificate.
Renewal evidence
Dates, signature, and registration-number presence reset on renewal and must be re-entered for this version.
Transaction matches
No transaction matches yet. Run a match to check this certificate against the matter's workpaper rows.
Review decision
Optional note recorded with the decision. Reviewer notes are not legal authority.
AP CSV import
Import a purchase-transaction CSV that is already uploaded above, map its columns to the canonical accounts-payable fields, and commit the rows into an audit workpaper.
No CSV documents uploaded yet. Upload one in the Documents panel above, then return here to map and import it.
Column mapping
Import results
Import history
Workflow history
Which governed research workflows have run for this matter, what each step read or wrote, and whether the workflow completed. A completed workflow is background research support, not a conclusion of Brown & Associates and not tax or legal advice.
No governed research workflows have run for this matter yet.
Matter settings
Matter details, member access, and data controls.
Matter details
Edit the matter's metadata.
Members
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Data controls
Download a copy of this matter, or permanently delete it. Using these controls does not create an attorney-client, CPA-client, or consulting relationship.
Deleting this matter is permanent and takes effect immediately. The matter and all of its facts are removed and cannot be recovered. If you would like a copy first, export the matter before deleting.