Work Requests & Document Collection
Review your client's extracted tax document data with real-time processing status tracking
A work request is where you manage your client's tax documents for extraction. It syncs directly to the documents uploaded to any client job accepted through Taxfyle.
Key features:
- Supports multiple file formats (PDF, Consolidated PDFs, JPEG, PNG, XLSX, CSV, TXT)
- Syncs with client uploaded documents to Work Portal
- Real-time document processing status
Document Processing & Status
After client documents are uploaded to their work request, TXF begins extracting data. You'll see the following statuses as documents move through the system:
- Uploading – Files are getting synced from Work Portal to TXF.
- Extracting – TXF is extracting relevant tax data from the document.
- Completed – Data extraction is complete and ready for review and export. Once complete, the document type will automatically appear next to the file name within the work request.
- Unsupported document – TXF doesn't support this document type (see our list of supported documents for reference).
- Upload failed – TXF was unable to upload the file. Try retrying the extraction for the document, or contact support if the issue persists.
When a file includes more than one form, all detected forms appear in the Contains column. If TXF finds duplicates, a +N excluded tag appears next to them; hover over it to see which documents were excluded.
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Last updated on September 16, 2026