⚠ TRAINING MODE — NO WRITEBACK TO IRSLOGICS
Engine will run and a breakdown will be generated, but nothing will be written to the IRSLogics case
(no TaxAmount update, no document upload, no status change). Safe to use on historical cases for building the OIC training dataset.
Admin
Everyone is office-only by default. Remote access is granted per
person in the two panels below, either from anywhere or pinned to
their own IP addresses — or trust a whole network at the
bottom of the page.
View as — see the engine the
way they see it. Nothing is changed for anyone, and you stay
signed in as yourself.
Tax Investigation Engine
The Investigation team — who can run summaries. Granting the
Investigation Summary tab in the Service Hub adds people here
automatically. Remote access lets that person use the
engine from outside the office — leave the address box
blank for anywhere, or pin it to their own IP.
| User | Role | Remote access |
|---|
Investigation Summary Link Generation — Remote Access
In the office, everyone can already generate client links
with their company Google sign-in — nobody needs to be listed
here for that. This list is only for people allowed to generate
links from outside the office — from anywhere, or
only from the addresses you pin to them.
| User | Remote access |
|---|
Trusted networks
Anyone may reach this tool from these addresses — they are
treated exactly like a desk in the office. Individual access is
granted per person above.
Being on a trusted network is not a promotion: running an
investigation summary still requires being on the Investigation
team, and this screen still requires an admin. Every entry needs
a label so the list stays accountable months from now. Adding or
removing one takes effect within a minute — no deploy.
| Label | Address | Added by | When |
|---|
The Irvine office itself is set in the tool's configuration and is
always trusted — it does not appear here and cannot be removed
from this screen.
Point the engine at an IRSLogics saved filter; it downloads the
filter's cases on schedule and runs the investigation summary
for each one automatically.
The ID is in IRSLogics under Admin → Filters. Previewing
downloads the filter and lists exactly who the automation
would run — nothing is generated by previewing.
Cadence & limits
Runs once at each time listed.
Every
from
to
Married-filing rule
The summary splits Single vs MFJ years by the marriage year.
When an MFJ case has no Date of Marriage in IRSLogics,
the automation should:
Status routing
After a summary, the engine moves the case: a clean run goes
to Plan of Action Complete – Pending Approval,
a run with red flags goes to Additional Review
Pending. Only cases sitting in [1. Investigation] are
ever moved — a rerun never pulls a case back out of
Tax Prep or Resolution.
Clean run → StatusID
Red flags → StatusID
Leave blank to keep the defaults (485 = Plan of Action
Complete – Pending Approval, 253 = Additional Review
Pending). The StatusID is in IRSLogics under
Admin → Statuses.
Auto-invoicing
After a summary, the engine creates the case's invoices
— Tax Preparation per year at tier pricing, and
Resolution — Federal at 25% of the total tax debt.
Reruns never duplicate a line that already exists.
Services contracted for
After a summary, the engine can set the case's
Services Contracted for to match the invoices it just
created — Tax Preparation (or Business) when there are
years to file, Resolution — Federal (or Business) when
there is a balance.
Reset clears anything already in the six slots,
including things the engine does not know about (Expedite,
LLC Formation, an Extension). Use it when those are services
already delivered and the case should show what is being
sold now.
The Tax Preparation years underneath are added either way — IRSLogics has no way to un-tick a year through the API, so a wrong one has to be cleared by hand.
The Tax Preparation years underneath are added either way — IRSLogics has no way to un-tick a year through the API, so a wrong one has to be cleared by hand.
Run now
Runs the same path the schedule uses — same caps, same
skip rules, same marriage rule — so a manual test is a
real rehearsal. Summaries are generated and written back to
IRSLogics.
AUTOMATION HISTORY
NEWEST FIRST
|
Engine Guide
Everything the Tax Investigation Engine does — every rule,
formula, note and writeback — documented from the engine's
own code and verified against it line by line. Click an item to
see its full detail. Current switch settings (married-filing,
status routing, invoicing, services) live under
Admin → Workflow automation.
Activity Log
Every investigation summary generated, every link minted, and every
time a client or agent opened one — who, when, and from where.
Loading…
Tax Investigation Report Generator
Upload IRS transcripts (AT, WI, TR, 941) and get a complete branded investigation report in about 90 seconds.
Works for both individual and business cases.
How It Works
1
Upload Transcripts
Drop any IRS PDFs — AT, WI, TR, or 941
2
AI Analyzes
Clear Start AI reads and extracts all figures
3
Report Generated
Full branded PDF with all sections
4
Download
One click to save the PDF
~90 seconds total
Upload IRS Transcripts
Step 1: IRSLogics Case ID *
Step 2: What year did they get married?
✓ Auto-filled from IRSLogics: married in —
(Years before marriage will be assessed as Single)
⚠ Date of Marriage isn't set on this IRSLogics case — please enter the marriage year below so we can split Single vs MFJ years correctly.
Years before marriage → Single · After → MFJ
Step 2b: Client / Spouse birth year (auto-filled from IRSLogics — override if wrong)
Years where the client/spouse was 18 or younger are skipped (minor / parental-responsibility years)
🏠 Property sale (1099-S)
— optional. One row per
sale. Upload the settlement statement and the engine reads
it; or type what the client told you.
How the gain is figured: sale price (1099-S) − selling costs (commissions, title, escrow, transfer tax) − purchase price = gain. Purchased & primary residence & owned 2+ years → §121 exclusion ($250k Single / $500k MFJ). Inherited → basis = value when inherited (step-up), no exclusion, long-term. Owned under 2 years → no exclusion; bought and sold in the same year → short-term (ordinary rates).
Loan payoffs do not reduce the gain — the balance due to seller is shown so the agent can explain the cash the client walked away with, but the IRS taxes the gain, not that number.
📄 IRS notices (AUR / exam)
— CP2000, CP3219A and exam
reports (Form 4549 / 886-A). The engine reads each notice and
recalculates that year.
Rule: unreported 1099-NEC / 1099-MISC (self-employment) income on a CP2000 → the engine recommends amending, applies the 50% expense allowance, and shows what the client would owe after amending next to what the IRS proposes. Any other income (W-2, 1099-R, Social Security, interest) and every CP3219A / exam report → no amendment; the year is carried at the amount the IRS proposes (tax + penalty + interest). A year with its notice applied no longer sends the case to Additional Review for that reason.
📂 0 transcript PDFs are already on this case in IRSLogics
(folder: Account transcripts and wage & income records)
— or drop the PDFs below as usual
📄
Step 3: Drop PDF transcripts here
Account Transcripts (AT) · Wage & Income (WI) · Return Transcripts (TR) · Form 941 · Win/Loss Statements
Click to browse · Multiple files supported · PDF only · Max 50MB each
Click to browse · Multiple files supported · PDF only · Max 50MB each
Casino Win/Loss Matching
We found gambling win/loss data. Match each casino to the correct W-2G payer from the IRS transcript.
Generating Report
📤
Uploading transcripts
🔍
Clear Start AI reading transcripts
🧮
Calculating balances, penalties, and exposure
📋
Classifying collection status and risk level
📑
Generating branded PDF report
✓ Report Ready
—
—
—
—
In 1 hour
What the engine read
Client Link — 2-Hour Secure Access
Generate the client's link when you're ready to send it. Links work for 2 hours;
generating a new one deactivates the previous link. The client verifies with last name + last 4 of SSN.
Sales agents can also generate from /links.
🛡
Security reminder
Client links are assigned to your account. Verify the intended
recipient before sending. Access is logged for security and
audit purposes.
STANDARD SUMMARY
AUDIT-REASSESSED VERSION
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An error occurred while generating the report.
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