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What will I see While the Return is Processing?

Immediately after uploading a return, a box will populate in the bottom right-hand side of the screen that looks like this: 


Screenshot 2026-01-27 at 2.28.53 PM

The leftmost icon shows two arrows spinning in a circle - this indicates an upload is currently processing through the Optical Character Recognition (OCR) software.

The middle icon shows a document with a clock that will show returns that have been processed through the OCR software, but require a manual review by our OCR Support team.

The rightmost icon shows a check mark - indicating a return has been processed successfully through the OCR. 

For more detailed information as it concerns the recently uploaded return document(s), expand this section by clicking on the carrot top (^) icon next to the check mark, as shown below:

Screenshot 2026-01-27 at 2.27.23 PM

If a return has been flagged for manual review, it will be indicated in the middle icon, and the below message will populate within the household screen:

Screenshot 2026-01-27 at 2.20.01 PM

We aim for returns to be manually reviewed between 5-45 minutes, depending on volumes, and almost definitely by the end of the business day (8-5 Central). Once the return has been processed by our manual review team, the result will be indicated within the household page and also emailed to the uploader.