BK FastLane Intake

Fast start

Tax return intake

Upload a recent tax return or source file Text-based PDFs, JSON, and text files can populate fields in this prototype.

Tax year Filing status Annual gross income Dependents claimed Expected refund or amount owed Document source

Extraction preview

Identity and contact

Client name Preferred name Phone Email County State Preferred contact Language

Household size Marital status Monthly other income

Financial snapshot

Unsecured debt Secured debt Priority debt Tax debt Student loans Vehicle payments per month Home equity estimate Vehicle equity estimate

Known creditors or lawsuits

Relief needed

Wage garnishment Active lawsuit Foreclosure pending Vehicle repossession risk Bank levy Utility shutoff

Foreclosure or hearing date Initial chapter direction Main filing goal Prior bankruptcy filing

Client story

Attorney handoff

Matt's intake notes

Review status Next contact target