TaxGPT uses an AI-powered mapping system that automatically reads the fields in your uploaded file and matches them with the corresponding fields in TaxGPT.
However, if you believe any of the mappings are incorrect, you can easily adjust them manually.
The highlighted row in the screenshot displays the fields from your uploaded file. Above each of these fields, you will see the TaxGPT field to which it has been mapped.
To update a mapping:
Click the dropdown menu next to the field from your uploaded file.
Select the correct TaxGPT field from the available options.
Repeat this process for any fields that require adjustment.
Once you have reviewed and completed the field mappings, click the Next button located in the bottom-right corner of the screen to proceed.