{
  "name": "Tax organizer response capture",
  "description": "Extract client name, tax year, completed date from completed organizer. Start with an editable schema, inspect JSON and review exceptions before your system handoff.",
  "prompt_additions": "Extract only information explicitly present in this document. Do not infer missing values, verify authenticity, make business decisions, or compare other documents. Preserve identifiers as strings. Return amounts as numbers and dates as YYYY-MM-DD. Review and set required fields for your process before using this schema in production.",
  "fields": [
    {
      "key": "client_name",
      "label": "Client Name",
      "type": "string",
      "required": false,
      "description": "Client name exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
    },
    {
      "key": "tax_year",
      "label": "Tax Year",
      "type": "number",
      "required": false,
      "description": "Tax year as reported in this completed organizer. Preserve the labeled measure and its unit; do not estimate it."
    },
    {
      "key": "completed_date",
      "label": "Completed Date",
      "type": "date",
      "required": false,
      "description": "Completed date explicitly printed in this completed organizer. Keep it distinct from other dates; leave it empty if no calendar date is stated."
    },
    {
      "key": "response_rows",
      "label": "Response Rows",
      "type": "array",
      "required": false,
      "description": "Every visible response rows row in this completed organizer. Preserve separate rows, labels and qualifiers; do not merge entries or reconstruct missing ones.",
      "items": {
        "type": "object",
        "fields": [
          {
            "key": "question_reference",
            "label": "Question Reference",
            "type": "string",
            "required": false,
            "description": "Question reference exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
          },
          {
            "key": "question_text",
            "label": "Question Text",
            "type": "string",
            "required": false,
            "description": "Question text exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
          },
          {
            "key": "response_text",
            "label": "Response Text",
            "type": "string",
            "required": false,
            "description": "Response text exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
          },
          {
            "key": "attachment_reference",
            "label": "Attachment Reference",
            "type": "string",
            "required": false,
            "description": "Attachment reference exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
          }
        ]
      }
    },
    {
      "key": "document_checklist",
      "label": "Document Checklist",
      "type": "array",
      "required": false,
      "description": "Every visible document checklist row in this completed organizer. Preserve separate rows, labels and qualifiers; do not merge entries or reconstruct missing ones.",
      "items": {
        "type": "object",
        "fields": [
          {
            "key": "item_text",
            "label": "Item Text",
            "type": "string",
            "required": false,
            "description": "Item text exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
          },
          {
            "key": "marked_status",
            "label": "Marked Status",
            "type": "string",
            "required": false,
            "description": "Marked status exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
          },
          {
            "key": "note_text",
            "label": "Note Text",
            "type": "string",
            "required": false,
            "description": "Note text exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
          }
        ]
      }
    },
    {
      "key": "preparer_notes_text",
      "label": "Preparer Notes Text",
      "type": "string",
      "required": false,
      "description": "Preparer notes text exactly as printed in this completed organizer. Preserve identifiers and qualifiers; do not look up or infer missing information."
    }
  ]
}