Workflow Demo Hub
Navigate the illustrative workflow from factual source provenance through traceability, review controls, management visibility, sample matters, and evidence packages.
What this page shows
Shows factual source items, source provenance, evidence use, and review status across the sample matters.
Why it matters
Helps reviewers understand which source references have been captured and how they connect to workflow matters.
What it does not do
Does not provide tax advice, accounting advice, materiality determinations, disclosure outcomes, audit committee recommendations, or final ASC 740 conclusions.
Source Register Summary
Aggregate source provenance across sample matters.
These metrics show captured source references, pending review status, evidence links, and matter coverage.
Total source items
6
Sources pending review
6
Sources linked to evidence requests
6
Matters with source coverage
3
Source Register Table
Factual references linked to matters and evidence packages.
Each source item is captured as source provenance and routed for professional review.
This view helps reviewers understand which factual source items have been captured and how they connect to workflow matters.
| Source title | Source type | Jurisdiction | Date | Related matter | Evidence use | Source status | Review status | Links |
|---|---|---|---|---|---|---|---|---|
| ASU 2023-09 disclosure readiness source record | Accounting standards update | Financial reporting / SEC registrant readiness | Readiness period before annual reporting cycle | ASU 2023-09 Disclosure Readiness Workflow | Supports evidence request for rate reconciliation categories and taxes paid data | Source captured | Professional review pending | Matter Evidence Package |
| Jurisdictional income taxes paid data request | Disclosure data request | Financial reporting / SEC registrant readiness | Disclosure package preparation cycle | ASU 2023-09 Disclosure Readiness Workflow | Supports evidence use for jurisdictional taxes paid collection | Source pending review | Professional review pending | Matter Evidence Package |
| Pillar Two jurisdictional enactment tracker | OECD / jurisdictional tax development | Multiple jurisdictions | Current provision readiness cycle | OECD Pillar Two Watch-Item Workflow | Supports evidence request for local enactment status and affected jurisdiction tracking | Source captured | Professional review pending | Matter Evidence Package |
| Pillar Two safe harbor and forecast input request | Company-provided forecast input | Multiple jurisdictions | Quarter-end forecast update | OECD Pillar Two Watch-Item Workflow | Supports evidence use for safe harbor data and provision model input collection | Source pending review | Professional review pending | Matter Evidence Package |
| Illustrative state apportionment legislative update | State legislative update | Illustrative U.S. state jurisdiction | Effective for tax years beginning after illustrative enactment date | Sample ASC 740 Workflow Matter | Supports evidence request for updated apportionment inputs and effective date tracking | Source captured | Professional review pending | Matter Evidence Package |
| State provision apportionment input request | Provision model input request | Illustrative U.S. state jurisdiction | Quarter-end provision cycle | Sample ASC 740 Workflow Matter | Supports evidence use for provision model input collection | Source pending review | Professional review pending | Matter Evidence Package |
Source Coverage by Matter
Grouped source provenance by workflow matter.
Matter cards show source captured status, evidence use, review routing, and control-boundary notes.
Income tax disclosure readiness
Factual referenceASU 2023-09 disclosure readiness source record
Source typeAccounting standards update
Evidence useSupports evidence request for rate reconciliation categories and taxes paid data
Review statusProfessional review pending
Control boundaryFactual reference only; disclosure support is organized for professional review.
Factual referenceJurisdictional income taxes paid data request
Source typeDisclosure data request
Evidence useSupports evidence use for jurisdictional taxes paid collection
Review statusProfessional review pending
Control boundaryFactual input request only; no disclosure outcome is provided.
Global minimum tax development
Factual referencePillar Two jurisdictional enactment tracker
Source typeOECD / jurisdictional tax development
Evidence useSupports evidence request for local enactment status and affected jurisdiction tracking
Review statusProfessional review pending
Control boundaryFactual reference only; source provenance is organized for reviewer inspection.
Factual referencePillar Two safe harbor and forecast input request
Source typeCompany-provided forecast input
Evidence useSupports evidence use for safe harbor data and provision model input collection
Review statusProfessional review pending
Control boundaryFactual input request only; tax liability is not calculated and review status remains not concluded.
State tax law change involving potential corporate income tax apportionment impact
Factual referenceIllustrative state apportionment legislative update
Source typeState legislative update
Evidence useSupports evidence request for updated apportionment inputs and effective date tracking
Review statusProfessional review pending
Control boundaryFactual reference only; source provenance is organized for reviewer inspection.
Factual referenceState provision apportionment input request
Source typeProvision model input request
Evidence useSupports evidence use for provision model input collection
Review statusProfessional review pending
Control boundaryFactual input request only; review status remains not concluded.
Control Boundary Statement
Source register boundary.
This source register is illustrative only. It organizes factual source references and evidence provenance for professional review. It does not provide tax advice, does not provide accounting advice, disclosure conclusions, materiality determinations, audit committee recommendations, or final ASC 740 conclusions.