TaxDome AI for documents troubleshooting

If you start receiving untagged and improperly named docs during uploads, it’s connected with the TaxDome AI feature. Use this guide to troubleshoot common issues.

TaxDome AI is not suggesting names for documents uploaded

If documents are not being automatically renamed, check the following:

1. Renaming is turned on. Go to Settings > Firm settings and make sure the Rename documents toggle is on in the Documents section.

   

2. The file is uploaded by the client, either from their web portal or mobile app. At this stage, TaxDome AI naming doesn’t support files uploaded by team members, third parties, or via file requests.

3. The uploaded file is a US tax form, passport, or driver’s license. At this stage, TaxDome AI naming is limited to recognizing and renaming files such as US tax forms, passports, and driver’s licenses. If the uploaded document does not fall into these categories, TaxDome AI will not rename and tag it. We will support more file types in future releases. Let us know which file types you would like supported.

If all of the above are checked but don’t help, contact our support so we can troubleshoot.

TaxDome AI is not setting tags for documents uploaded by clients

If TaxDome AI tagging isn’t applying and documents are being uploaded to the portal without tags, it could be one of these issues:

1. Tagging is turned off. Go to Settings > Firm settings and toggle on Assign tags in the Documents section.

   

2. The uploaded file type isn’t supported. At this stage, TaxDome AI tagging is limited to recognizing and assigning tags to files such as US tax forms, passports, and driver’s licenses. If the uploaded document does not fall into these categories, TaxDome AI will not tag the documents. We will support more file types in future releases. Let us know which file types you would like supported.

3. TaxDome AI tags are deactivated. All supported tags were automatically added to your workspace. If any were deleted, they’re marked as deactivated. Go to Settings > Firm settings and, in the Documents section, click a tag under Deactivated tags to activate it.

4. The document was uploaded via a file request. TaxDome AI tagging does not apply to files uploaded through file requests.

   

If all of the above are checked but don’t help, contact our support so we can troubleshoot.

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