Answer badges
| Badge | Meaning |
|---|---|
| Official figure | The value was checked against the cited official publication for that tax year. |
| source published value | The figure is taken from a published official table; the source is cited. |
| Verified (mobile) | The same check as Official figure, shown on the phone with a confidence figure. |
| Not verified for this year | The rules for that year have not been verified; no figure is given. |
| No verified source yet | TaxOrch holds no verified official guidance for the question; no figure is given and the gap is logged. |
| Have a professional review this / Human review advised | The outcome depends on judgement or facts TaxOrch cannot verify. Do not file on it alone. |
| Machine translation by TaxOrch | The answer is translated; figures were checked against the English original, which is one click away. |
Document and ledger statuses
| Status | Meaning |
|---|---|
| Needs review | Read, but a person has not yet confirmed the flagged fields. |
| Please confirm | A field TaxOrch could not decide, such as business use. |
| Imported | A trial balance or record brought in and not yet mapped or reviewed. |
| Reviewed | A schedule, mapping or FAR row checked by a second person. |
| Draft / Issued | An e-invoice before and after issue. |
| Last sync failed | An accounting import could not reach the system; earlier records are kept. |
Engagement and workflow statuses
| Status | Meaning |
|---|---|
| Open / In review / Finalised | A case's overall state. |
| Done | A workflow step completed and recorded. |
| Blocked | A step that cannot run, with the reason (for example, no signed 7216 consent). |
| Waiting | Sign-off waiting for a qualified, different reviewer. |
| Needs a different reviewer | The preparer tried to sign off their own work. |
| Sign-off cancelled | A step was re-run after sign-off; the reviewer must look again. |
| Legal hold | Nothing in the engagement can be deleted while the hold stands. |
| Requested / Received, being checked | A client portal document request before and after the client sends it. |
| Ready / Partly ready / Missing | Filing readiness items, in a preview that transmits nothing. |
| Not computed | A scenario liability that cannot be computed until the year's figures are verified. |
| Unsupported | A Pillar Two pool with no verified rules for the period; never shown as nil. |
| Approved for documentation / Recorded | A transfer pricing transaction with a complete analysis, or one still being analysed. |
Feature status labels
| Label | Meaning |
|---|---|
| In development | Being built. Shown on screen, but not to be relied on. E-invoicing, filing readiness, translated answers. |
| Preview | Visible for review only; nothing is transmitted or filed. |
| Beta | Working with sample or early connections: QuickBooks Online, Xero and NetSuite imports. |
| On our roadmap | Planned, not built. |
Keyboard shortcut and limits
| Item | Value |
|---|---|
| Ctrl K | Search or jump to any page. |
| Enter / Shift+Enter | Send a question / new line in the question box. |
| Upload size | 20 MB per file; PDF, images, CSV and XLSX on Documents; photos or PDFs on Receipts. |
| Logo | PNG, JPEG or WebP up to 512 KB and 2,000 pixels. |
| Recent verification window | 15 minutes before a high-risk change asks for the password again. |
| Plans | White-label licence, priced on clients and users; demo accounts on request. |
Questions
Does TaxOrch file returns?
No. TaxOrch does not file returns or execute payments. It produces draft packages, explicitly marked as not filed, and a filing readiness preview. Filing happens through the authority's own service or your filing software.
Is an answer tax advice?
No. TaxOrch provides decision support, not professional tax advice. Exact results apply only within declared coverage, and a professional reviews outputs before anything is filed.
What happens when TaxOrch does not know?
It refuses. A refusal names the reason, what is missing and what to do next, and the gap is logged so the source can be added. No figure is shown rather than a guess.
Can TaxOrch support staff open my workspace?
Only with an owner's or admin's approval, for a stated reason, read only, and for a time limit. Every grant is listed and can be revoked.
Can I take my data out?
Yes. Workspace export produces a full JSON copy with a record count and a SHA-256 checksum, and a manifest can be validated against it.
Tips
- When a badge is amber or a step is blocked, read the reason on screen first; it names the next action.