Adding Data to RISR
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      Document Uploader FAQs

       


       

      As of February 1, 2025, 

      • Can I remove a tax return after I upload it into RISR?
        We adhere to a stringent zero-day retention policy for all documents, ensuring that we do not retain tax returns and PDFs. Immediately after processing, these documents are permanently removed from our system, ensuring no long-term storage.

      • What type of documents and returns can I use in the Tax Return uploader?
        PDF files only. Please read more in our Data Entry Best Practices.

        Our uploader can intake the following documents and corporate tax returns:
      • What parts of the tax return should be uploaded in the Document Uploader?
        You can upload an entire tax return even if it includes a cover page and additional items.
               Please see our Data Entry Best Practices document for more info.

      • Is the Document Uploader always accurate?
        We utilize best-in-class AI to extract data from uploaded documents and rigorously test the capability to achieve a 90%+ success rate. While we believe our document reader is close to perfect each time,  we recommend you verify the data's accuracy on the Income Statement and Balance Sheet after you've uploaded a document.

        For more information please read our Data Entry Best Practices document