Prepare and review return before filing
Reviews the computed return for completeness and defensibility, judges allowable claims, and finalises the submission with the accountant.
In / outComputed return draft + allowable claims inventory → finalised return ready for filing
You might say…
“The numbers are computed — now I need a human-judgement pass before this goes to HMRC.”
What it does
Reviews the computed return for completeness and defensibility, judges allowable claims and edge cases, and finalises the submission with the accountant. Used at filing time — the human-judgement gate before a statutory return goes out.
Trigger: Use at filing time as the judgement gate before a statutory return is submitted.
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