Tax Resolution Workflows
Tax Resolution Workflow Guide
Rima helps your firm prepare tax resolution work. It does not replace the professional judgment of the people responsible for the case.
A practical starting point
Start with the case
Gather the relevant client documents and confirm the case context before asking Rima to prepare a workflow. Check that the source files are legible and current.
Prepare the work
Use Rima to organize the inputs for 433-F, 433-B or 433-A (OIC) preparation, 1040 preparation, or P&L reporting. Advisor can help research IRS procedures and identify case risks and potential advocacy angles.
Review before use
Check the prepared fields against source documents. Resolve missing information, discrepancies and low-confidence results with your case manager or enrolled agent before relying on an output or submitting it.
Getting better results
Be specific about the information you need: identify the case, source documents, fields to prepare and what needs a reviewer’s attention. For example, ask for transaction dates and amounts rather than simply asking to “get the data.”
Compare every prepared figure to its supporting material. If a value or citation looks wrong, correct the input or request a revision, then review again.
Want to see a workflow with your team? Book a demo → Explore the product for more detail.