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Review & collaboration

Internal review, filing snapshots, and the accountant summary

Hand an exact working version to an internal reviewer, build a filing package, preserve the filed snapshot, and share a concise bridge to the T2 workflow.

ReviewedAugust 21, 2026

ForReviewers, firm administrators, and the filing accountant

Find itClaim → Forms and Post-filing

Internal review is tied to the exact claim version submitted for approval. Later material changes invalidate the earlier decision instead of silently carrying it forward.

Complete the review

  1. Resolve the readiness checks and generate the current forms.
  2. Request review from an authorized teammate.
  3. Address comments and request a new decision after material changes.

Build and preserve the filing record

Build the package only after review. When the claim is recorded as filed, SREDlog preserves an immutable snapshot and manifest so later amendments do not rewrite what was originally filed.

Bridge to the T2 workflow

Use the accountant summary with the reviewed forms and filing artifacts. It gives the filing accountant a concise map of the claim outputs and open checks; it does not file or replace the accountant's review.

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