Reviewing data

Why review matters

TakoTax cannot guarantee that every extracted value is correct. PDF layout variations, form versions, and edge cases can produce wrong values. You are responsible for reviewing all values before downloading your forms.

What to check

For each document you upload, review:

• Every monetary value against the corresponding box on your physical form
• Names, employer information, and account numbers for typos or truncation
• Tax year on the document — make sure you have the right year's form
• Federal and state withholding amounts, which are easy to confuse
• Any field flagged by TakoTax for review (shown with a warning indicator)

Correcting values

Supported fields can be edited directly in the review screen or through manual entry. Changes are saved to your local project, and you can correct values before regenerating forms.

Before downloading forms

Before you download your output forms, do a final check of all input values. Once you generate forms, verify the output forms against your inputs — generated forms show you the result of all your inputs combined, which can surface inconsistencies you did not catch earlier.

TakoTax does not verify your return

TakoTax performs calculations based on your inputs. It does not check whether your inputs are correct relative to your actual financial situation. It does not advise whether income is classified correctly, whether a deduction is allowed, or whether you are filing the right forms for your circumstances.