Organize the tax document set for a Canadian IT contractor before deeper review begins. Use when the user wants to gather records, check what is missing, prepare for CPA handoff, or organize their file before moving to income, expense, or GST/HST review. Accepts slips, summaries, exports, and chat descriptions. Produces a grouped document inventory with status, blocking gaps, and downstream routing toward income, expense, GST/HST, instalments, or summary skills.
