Customer-Managed Review And Filing
The user is responsible for entering accurate information, reviewing any generated packet, signing the official filing when appropriate, submitting or mailing through the official channel, and retaining records.
No Tax, Legal, Accounting, Or Valuation Advice
The app provides software assistance for supported form fields. It does not advise whether a transfer is a gift, how to value property, whether an entity election is tax-optimal, whether disclosure is legally adequate, or whether a filing position is appropriate.
No Professional Review
The current product does not include CPA, EA, attorney, appraiser, or preparer review. Preparer fields should remain blank unless a professional preparer actually prepares the filing.
Unsupported Cases
Users should not use a public-preview workflow for unsupported facts, including facts the relevant form page, interview, validation screen, or review checklist marks as unsupported or requiring independent professional review.
No IRS Affiliation
The product is not affiliated with, endorsed by, or approved by the IRS. IRS forms and instructions are public government materials.
Payments
Payment is not enabled during public preview. Support and operations workflows must not store return payloads, generated PDFs, project files, SSNs/TINs, EINs, addresses, or form-specific facts.