WRE Schedule Workpaper

Client & Year

Create one draft for one client and income year. The year defaults to the current latest year and keeps 2024 onward available.

Client name

Financial year

Open existing draft

Paste What We Asked

Paste the outgoing email/question list. The engine marks the relevant rows as asked and leaves a marker on those rows.

Add Client Response

Paste the client response or extracted text. Uploads are kept with the draft and converted/read as text where the browser can do it.

Source label

For this build, text/CSV/email files are read directly; PDFs/images are attached as source references for the schedule. Full PDF conversion/OCR is the next backend step.

Sources Added

No sources added yet.

Schedule

Label	Questions / Category	Asked	Amount	Client Response / Comment	Information Source