PURE · Money & Compliance · Tax Prep

Confirmation queue

Everything the ecosystem imported for this tax year — W-2s, 1099s, mortgage interest, property tax, credits, basis adds — waits here as unconfirmed until a person clears it. Confirm what's right, exclude what isn't. Nothing lands on a return without this gate.

Sample queue — sign in as a member for the live queue

Unconfirmed items

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Why a queue? Imported tax items are auto-pulled from closings, 1098s, and PURE surfaces, but they're advisory until confirmed. Confirming an item marks it ready for the return; excluding it keeps it off. The CPA (or the owner) is always the gate — PURE never files an unconfirmed number.