Review a filing
Request, correct, and review changes
Run an attributable correction cycle without losing the earlier review history.
Who can perform the task
The assigned reviewer or administrator requests changes. Administrators and preparers with edit access make corrections and resubmit.
Before you begin
The reviewer should identify the affected table or evidence, expected correction, and reason. Do not use a vague request for a material issue.
Quick path
- Identify the exact value, finding, or evidence item that needs correction.
- Request changes with a specific, actionable comment.
- As preparer, correct the source or filing value and rerun validation.
- Resubmit the filing and preserve the response and evidence trail.
- As reviewer, verify the correction before approving or requesting another change.
Detailed guidance
- In Review and audit, add explanatory comments where useful.
- Enter the reason and select Request changes.
- The preparer confirms the status is Changes requested.
- Correct values by entry or by previewing and applying an import.
- Re-run validation and update supporting evidence.
- Reply through an attributable comment and submit to the assigned reviewer again.
- The reviewer compares the corrected state with the request and earlier audit events.
The reviewer records both the correction context and the workflow decision.
The corrected handoff remains distinguishable from the original submission.
Expected result
The status moves from ready for review to changes requested and back to ready for review. The reason, corrections, and resubmission remain visible.
How to verify
The reviewer checks the changed cells, related calculations, validation impact, evidence, comments, and audit sequence - not only the originally reported value.
Common problems
If values remain locked, confirm that Request changes completed and refresh. If a correction import proposes unrelated changes, stop, fix the source or mapping, and preview again.
Audit and data consequences
Correction cycles preserve earlier attribution. They can affect calculated fields, other validation findings, and any earlier working artifact. Reconcile the complete filing again where dependencies are material.
Product limitations
The product records the process but cannot decide whether the reviewer’s evidence threshold is sufficient.