Prepare a return
A compliance-first workflow: understand the situation → bring in the facts → apply the corporate and regulatory rules → finalise. Every figure is engine-computed; only genuine, attested events are recorded.
1 · Understand the situation
Situation assessment
Start hereCapture the taxpayer's intent and situation → ranked lawful strategies with audit-risk, confidence, and an honest view of anything that can't be lawfully explained.
Case advisor
Recognise a specific scenario (property gift, export, company, wealth gap) and get the deterministic-backed plan — every figure engine-computed, none guessed.
2 · Bring in the facts
Documents
Upload bank statements, salary slips, and CPRs. Low-confidence fields open the HITL drawer for one-click verification.
Wealth statement
Reconcile the Section 116 statement. Any unexplained gap routes to the lawful Resolution Engine — surfaced honestly, never silently balanced.
Assets & gift
Itemise assets and transfer a property as a lawful gift — deed rendered, §236C/§236K applied, both wealth statements kept in balance.
Family & group
Register all members or company directors and compile everyone in one pass, with the intra-group gift zero-sum check.
3 · Corporate & regulatory
4 · Finalise