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06 / 07 · Core bench

AI TaxBench Documents

Give every document a client, period, source state and reason for being in the file.

What this bench is for

From folder clutter to evidence the CA can trust.

Current coverage

What this bench covers.

  1. 01

    Local document ingestion and client-period linking

  2. 02

    Structured extraction with ambiguous-party safeguards

  3. 03

    Pending, accepted and rejected evidence states

  4. 04

    Source lineage and injection-resistant review boundaries

Where the line is drawn

The bench prepares the work.
The CA owns the call.

Use extraction to speed up review, not replace it. A fact becomes authoritative only when the CA accepts the evidence.

Next bench AI TaxBench Practice