Every AutoFile filing passes five gates before it reaches the state. Nothing is ever submitted without your approval.
Before a filing can even start, imported channel totals are reconciled against payout reports and prior filings. Discrepancies block the filing and surface as review tasks — bad data never reaches a form.
AutoFile completes the actual state forms — schedules, district breakdowns, prepayment credits — from your reconciled numbers, and records every field with a source reference.
The draft is validated against the reconciliation report: rate application, district allocations, credits, rounding and anything unusual. A mismatch sends it back with notes — this gate is never skipped.
You (or the accountant managing your account) see the final numbers and the check results, and approve with one click. We submit to the state portal and pay from your linked account if you choose.
The state confirmation number, submitted forms, payment record and the full data snapshot are archived together. Audit-ready, exportable, permanent.
No filing leaves our system without your explicit approval. If it's missing, the filing waits — even at deadline. We notify you early enough that it never comes to that.
Every submitted return is archived with the exact numbers, forms, confirmation number and state receipt — audit-ready, forever. If a state ever asks, you have the whole record in one click.