Step 1 of 1Engagement record EH-003 will be created on submit
Submit a new property package
Upload source documents, fill in property and study metadata, and (for look-back studies) authorize accounting-platform data pulls. The system will run a completeness check before transitioning the study from Submitted → Preliminary.
Upload source documents
Drag-and-drop closing statements, drawings, AIA pay apps, FF&E invoices, and depreciation schedules
Drop files or browse
PDF, TIFF, JPG, PNG, XLSX, CSV up to 200 MB each
Closing Statement
Construction Drawings
AIA G702/G703
FF&E Invoices
Depreciation Schedule
HUD-1_ClosingStatement_WLogistics.pdf
✓ validated
100%
A-101_ConstructionDrawings_R3.pdf
✓ validated
100%
FFE_Invoices_Bundle.zip
⏳ scanning
62%
Missing Source Document Types (CD-004): AIA G702/G703 pay applications and a depreciation schedule are required before submission can proceed.
See checklist
Engagement metadata & property details
Drives study-type routing, basis reconciliation, and §481(a) eligibility
Look-back routes through Form 3115 workpaper generation and a cumulative §481(a) catch-up.
Pre-filled from your firm profile. Used for multi-tenant data boundary.
Used for CR-002 reconciliation between original total basis and reclassified amounts.
Connect accounting platform
Optional — required for §481(a) historical data
QuickBooks Online
Pull historical depreciation schedules & GL extracts for §481(a) catch-up calculation.
Authorize via OAuth
Completeness check
CD-004 source document types
✓ Closing statement
found
✓ Construction drawings
found
⏳ FF&E invoices
scanning
✗ AIA G702/G703 pay apps
missing
✗ Depreciation schedule (look-back)
missing
Submission status
2 blockers
Estimated AI ingest time
~ 6 min