Return Analysis
Upload a return. Get it read back to you.
Upload a completed tax return and Marble analyzes it for errors, risky positions, and missed tax opportunities. Every finding points back to the form and line it came from, so you can review the work and apply your professional judgment.
- Errors and omissions
- Risk flags
- Missed opportunities
Overview
A second set of eyes on every return
Reviewing a return shouldn’t mean spending hours reconstructing the work before you can evaluate it. Upload a completed return and Marble analyzes it in minutes, giving you a clear picture of what deserves your attention.
Marble surfaces potential errors, positions carrying risk, and missed tax opportunities, with every finding traced back to the underlying form and line. Nothing is decided for you—you can verify the figure, apply your professional judgment, and determine what requires action.
Analyze in minutes
Understand a return without reconstructing.
You make the call
Marble surfaces what deserves attention. Your professional judgment determines what matters.
Review
One return. A lot more to see.
Upload any completed return—whether your firm prepared it, you inherited it from another preparer, or you’re evaluating a prospective client. Marble analyzes the entire return and gives you a prioritized review of potential errors, risky positions, and missed tax opportunities. Every finding points back to the form and line it came from, so you can quickly verify the underlying figure and decide what deserves action.
Errors & Omissions: Catch what doesn’t look right.
Add another set of eyes to returns your firm prepares or quickly understand a return you’ve inherited. Marble surfaces potential errors, inconsistencies, and omissions across the return and organizes them into a working list for review.
Risk: Find positions worth a second look.
Identify potentially aggressive positions, missing support, nexus exposure, and overlooked filing requirements. Marble shows you the relevant form and line so your team can investigate the position and apply professional judgment.
Opportunities: Find what may have been left behind.
Surface potentially missed elections, deductions, carryforwards, and other opportunities. Use it to review existing clients or analyze a prospect’s prior-year return to understand opportunities before you’ve even scoped the engagement.
Everything you need to know about Marble
Marble is an AI-powered platform built for tax professionals and accounting firms. Research tax questions, manage client intake, analyze returns, and prepare tax work with intelligence and automation built into every step.
See what tax work looks like with Marble.
Start researching today or talk to our team about bringing Marble across your firm’s tax workflow.