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Tax Resolution Preparation Glossary

A focused guide to the document and review steps behind tax-resolution case preparation. Learn how information moves from client records into review-ready work, with people checking the results.

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AI & Automation

OCR (Optical Character Recognition)

Technology that turns text in scanned documents or images into machine-readable text.

AI Document Processing

Using AI to read documents and organize information for a defined task.

Data Extraction

Identifying specific values in source documents and recording them as fields.

Processes

Exception Handling

Routing missing, unclear, or inconsistent items for human review.

Workflow Automation

Using software to organize repeatable steps and handoffs in a process.

Compliance & Technical

Audit Trail

A record of steps, changes, and review decisions made during case preparation.

Data Provenance

Information about where a value came from and how it was prepared.

Data Validation

Checking extracted information against sources and expected requirements.

Alphabetical Index

Exception Handling— Routing missing, unclear, or inconsistent items for human review.

OCR (Optical Character Recognition)— Technology that turns text in scanned documents or images into machine-readable text.

Workflow Automation— Using software to organize repeatable steps and handoffs in a process.

Explore the preparation workflow

See how Rima helps prepare information from client documents for IRS collection forms and routes work for human review.

Document Automation Workflows & Review