Review Queue
1 pending · 0 resolved
missing_documents_allhigh100% confidence
Net-new engagement — 0 of 13 required bookkeeping documents received for Acme Corp Inc. FY 2026. All 15 checklist items are PENDING. Critical path blockers: (1) FY 2025 trial balance / closing entries (CHK-012) and (2) FY 2025 financial statements or T2 return (CHK-013) must be received before FY 2026 bookkeeping work can begin, as there is no prior history on file to establish opening balances. Recommend chasing client immediately.
Agent reasoning
{
"trigger": "net_new_engagement_zero_receipts",
"received": 0,
"industry_notes": "541510 IT services firms may have SR&ED exposure — flag for tax partner once books are established",
"critical_blockers": [
"chk-012-prior-year-trial-balance",
"chk-013-prior-year-financial-statements"
],
"required_items_total": 13
}