Reads the documents
It finds the tax year, form type, taxpayer details, income and deduction facts.
Financial Connect TechnologiesStart the sandbox Substantiq Tax · Available
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
See TaxLine in the work.
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: Screens use synthetic demonstration data. A capture is not proof of production readiness or a correct accounting conclusion. Sources, open issues and reviewer approval remain part of the work.
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.
Private deployment per organization. Product access and setup are confirmed separately.
Fact provenance
Retain the document reference and review status behind each tax fact.
Year-specific logic
Apply calculation logic for the selected tax year to confirmed inputs.
Source-linked return lines
Link return figures back to the facts and documents that support them.
Readiness controls
Keep missing or conflicting inputs visible before release.
Available
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$299 per seat per month after the trial. Annual plans cost ten months. See all prices.