Tax Return Workpaper Tie-out Agent

Return numbers must tie to workpapers, and a single mismatch can delay filing. Checking every line by hand is slow. This agent compares each return line to its supporting workpaper, flags differences with the likely cause, proposes fixes and rechecks every line after changes until everything ties. It decides by exact match within a small rounding tolerance and ranks differences by size. The analyst approves before filing. It also checks that each workpaper is dated after the last trial balance update and that totals foot across schedules, since a fix in one place often moves another. It never edits a workpaper itself. Edge case: a line is off by $1,000 because a workpaper uses last quarter's trial balance, so the agent points to the stale source.