Why a document is waiting to be filed

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KMKestrel Manufacturing LLC
Tax Returns22
Source Documents17
Workpapers6
Client Shared3
Unfiled2
Kestrel Manufacturing LLC›Unfiled
NameTypeFlagsModified
scan_20260811_0007.pdf Needs filing — — Aug 11, 2026
1099-G State refund 2024.pdf Source document 2024 — Aug 9, 2026
Library
Client Uploads 6
Quarantine
Retention Review
Trash
Audit Log
Legal Holds
Storage
Exports
Folder Templates
External Shares

Client Uploads

Everything clients have sent that still needs a decision. File a document into a folder, attach it to a task, or accept what they sent against a request.

Needs filing
scan_20260811_0007.pdf Kestrel Manufacturing LLC · 840 KB Unrecognized type We could not tell what this is, so it has not been filed. Choose a type and folder. TypeChoose… FolderChoose… Task (optional)None File
Henderson_W2_2024.pdf John Henderson · 210 KB Low confidence Only 62% sure — confirm the type and folder below. TypeW-2 FolderSource Documents / 2024 Task (optional)None File