Report fields
- Company, tax year, state and the number of projects.
- An overview with federal and state scores for every project and the company-wide items.
- Per project: red flags, scores with the projection after fixes, risk by area, the fix plan, the question table with weights and ratings.
- The disclaimer on every report: general in nature, not tax advice.
Exports
| Export | Format | Contents |
|---|---|---|
| IDR response, per project | Word (.docx) | Cover, introduction, contents, each item on its own page, exhibit index, page numbers |
| IDR response, per project | The same document, US Letter | |
| IDR response, per project | Google Docs | A Docs-ready file with the steps to open it in Google Docs |
| Risk report | The report as shown, via your browser's print dialog |
Sizes from the sample claim
The gripper-arm response for Texas runs to 32 pages as PDF; a federal-only state gives 22. Real submissions commonly run past 30 pages, which is why each answer is drafted at length.
Approval
Note.An exported draft has not been professionally approved. Review it, and have your advisor review it, before it goes anywhere.