Reads the documents
It finds the tax year, form type, taxpayer details, income and deduction facts.
Financial Connect TechnologiesStart the sandbox Substantiq Tax · Early Access
Keep every return line tied to a confirmed fact.
TaxLine turns tax documents into a reviewed fact set. Confirmed facts flow into the calculation and remain linked to the source document.
How it works
Where TaxLine does the thinking.
TaxLine reads tax documents and proposes the facts they contain. A fact must be confirmed before it reaches the tax calculation. Missing or conflicting information keeps the return from moving forward.
Uses the right tax year
Confirmed facts feed the calculation rules for the selected year and stay linked to the return line.
Stops on missing support
Wrong-year documents, conflicting facts and unfinished review remain open.
One important limit: The software helps organize and check the work. It does not make an answer correct on its own. Sources, open issues and approval status stay visible.
Evidence-linked tax preparation
TaxLine
TaxLine turns tax documents into a reviewed fact set. Confirmed facts flow into the calculation and remain linked to the source document.
Fact provenance
It finds the tax year, form type, taxpayer details, income and deduction facts.
Year-specific logic
Confirmed facts feed the calculation rules for the selected year and stay linked to the return line.
Source-linked return lines
Wrong-year documents, conflicting facts and unfinished review remain open.
Readiness controls
It finds the tax year, form type, taxpayer details, income and deduction facts.
Early Access
Request Product Access