TaxGPT QA Testing Guide

This guide provides a detailed walkthrough of the QA process with the utilization of TaxGPT, an application designed for tax-related quality assurance testing. The focus is on how to navigate the system, upload necessary documents, and manage project statuses.

The primary goal of this guide is to ensure users can effectively run QA tests using TaxGPT, identify and address any issues flagged by the system, and complete the QA process efficiently.

When you start, you will see a dashboard that displays projects by member name. This view is personalized based on the logged-in user, ensuring you only see your assigned projects.

Select your project from the dashboard. The current project status will show as "Upload to TaxGPT," indicating that you need to begin the first task by uploading relevant documents.

Download necessary PDFs such as BTR, trial balance, and work papers. TaxGPT only accepts PDF formats, so ensure your documents are in the correct format before uploading.

Proceed to generate a new report in TaxGPT by dragging and dropping all required documents.

After uploading, check if TaxGPT flags any documents as missing or incorrect. If so, re-upload the documents to ensure all files are correctly processed.

Once all issues are resolved, finalize the project status. Ensure all tasks are marked as completed before changing the project status to ensure visibility to relevant parties.