ROSS TAX PRO
254-Tax Consultants
Andreaa Chan'nel, MPA
EFIN 748335 · P03215544
ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335
Auto-Save Engine · Draft Validation Pipeline · Return Initialization · Automation Triggers
Draft Started
CURRENTIn Progress
Section Complete
Ready for Review
Automation Ready
E-File Ready
Transmitted
Auto-Save Engine
Debounced field-level saves every 8s. Stores delta events with section/field/value context. Supports concurrent preparers via versioned events.
Draft Validation Pipeline
Rules engine checks IRC compliance, required fields, EIC/AOTC eligibility, and MEF schema conformance before advancing to review.
Return Initialization Engine
Creates the draft_started event, assigns returnId, links to clientId, and seeds the lifecycle. Supports batch initialization for large offices.
Automation Trigger Workflow
GitHub Actions dispatch on status transitions. Runs autosave-sync, draft-validation, return-initiation, and automation-trigger workflows via repository_dispatch.
QUICK TOOLS
EFIN 748335 · TY2025