Compliance & Technical

What is Data Validation?

Data validation checks whether captured information meets specified rules and agrees with its supporting source.

Explanation

In a tax-resolution case, validation can include checking dates, totals, required fields, and whether a proposed form entry matches the underlying record. A flagged mismatch or missing item should go to a person for resolution; passing a check alone does not establish legal or factual correctness.

In Rima's preparation workflow

Rima flags missing or inconsistent supporting information for case-manager review before prepared work is sent for enrolled-agent sign-off.

Explore document automation

Related Terms

← Back to Glossary8 terms defined

Explore tax-resolution preparation

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