Document Status
This view is ready for uploaded document records once the document list API is connected.
UploadedStored in document vault
Queued for Hermes ReviewWaiting for intake review
Evidence NeededClient or staff follow-up required
Ready for Tax ReviewPrepared for human review
Common evidence
- Statements
- Receipts and invoices
- 1099s, W-2s, K-1s
- Mileage records
Review rules
No final tax position is complete until evidence and human review are satisfied.