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The shared evidence loop

A process you
can inspect.

Scope historical evidence, propose relationships, inspect the sources and preserve the human decision. Approval is never implied by an animation.

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Research-stage concept · illustrative product preview

EXEMPTLINK / HOW IT WORKSCONCEPT PREVIEW
A reviewed evidence loopScope → link → review → proposed action → preserve. Human decisions gate the loop.A reviewed evidence loopDEMO / ILLUSTRATIVE · concept preview01Scope02Link03Review04Propose action05PreserveHuman decision boundaryTax owner approves proposed next steps.
Illustrative mobile scene
01 / Scope
02 / Link
03 / Review
04 / Propose action
05 / Preserve

A reviewed evidence loop

Numbered steps with all labels visible.

Human review required
DEMO — SYNTHETIC DATAFinite sequence · reviewed states
From intake to review

Six transitions.
No opaque action.

01

Permissioned intake

Historical CSV rows and source files enter an agreed, read-only scope. No public record upload.

Tax lead
02

Candidate linkage

A transaction is associated with proposed evidence and its exact source references. Uncertainty stays visible.

Review workflow
03

Evidence inspection

Inspect the buyer entity, jurisdiction, dates, required fields and dated rule source.

Reviewer
04

Human disposition

Accept, reject or hold a suggestion with a reason. Corrections append history; they do not overwrite original evidence.

Tax owner
05

Approved next action

A request draft needs separate script and recipient permission. Approval and delivery are separate states.

Tax owner
06

Preserved review trail

Index versions, correspondence and unresolved items in the proposed packet. Immutability needs pilot validation.

Audit-prep owner
A reversible interpretation

Correct the inference.
Keep the source.

The fictional accountant rejects a generic expiry inference for the New York sample. The original CE-21 remains unchanged, and the entity/state mismatch remains on hold.

Inspect the correction
BEFORE / REJECTED INFERENCE

Imported renewal date treated as universal certificate expiry.

AFTER / RECORDED REASON

No universal NY expiry inferred. Entity and jurisdiction questions still require review.

Hold remains
Responsibilities

A role for every decision.

RoleResponsibilityBoundary
Tax ownerSelect scope, verify gaps, approve interpretation and permitted outreach.Final authority stays human.
Accountant / reviewerInspect evidence, propose links and record corrections.No silent source edits.
ControllerAgree GL periods, control totals and reconciliation mappings.No books or returns changed.
Adviser / implementerHelp scope and prepare the approved evidence handoff.Client permission precedes access.
A bounded first step

Start with a sample.
Find out what it adds.

One state. 100 historical exempt sales. One selected workflow. A decision grounded in your tax owner’s review.

Discuss a pilot Proposed pilot · no records required to start