get_form_checks
Reads one form type across workspace PDFs and reports per-form check results, failed checks, and follow-up questions without exposing values.
Instructions
Read the forms of one kind in the workspace's PDFs and report how their checks came out, never a value: per form its document id, page, tax year, how many checks passed of how many, the ones that failed and the questions it leaves the person (box names and masked quotes). Every value taxtrace reads is traced to its page and rejected if its text isn't there, so a failed check means a value to look at by hand. Locked documents are skipped and counted. For a document's other pages use get_document_outline.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Only this document (its id from list_documents). Omit to read every PDF in the workspace, which can take a while. | |
| form | Yes | Which form to read: 1098 (mortgage interest), 1099 (the 1099-DIVs and 1099-INTs on a broker's statement) or k1 (the federal Schedule K-1 face). |