File Upload brings your files into Blue J’s trusted tax research. To get started, open a new thread and click the paper clip icon. Drag in or select your documents — think notices, agreements, or correspondence.
Next, enter your prompt or question and explain your objective. For example, you might ask Blue J to identify adjustments, summarize key issues, compare positions, or extract relevant facts from the uploaded file. Blue J analyzes authoritative tax sources alongside your files, with citations tied directly to relevant excerpts.
You can also build on the response by asking Blue J follow up questions. A strong follow-up builds on the initial response and points Blue J to what you want to check next.
Finally, finish with an email, memo, presentation, or another output of your choice.
File Upload can also support a wide range of tax research and document analysis workflows, such as:
- Review tax returns and information slips
- Evaluate eligibility for deductions or credits
- Review partnership, operating, or trust agreements
File Upload helps turn trusted research into tax answers grounded in your files.