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Faster reviews, tighter controls

1. K‑1 (Form 1065) passive classification enforced: Limited partners are now automatically treated as passive per IRC §469(h)(2), preventing misclassification as nonpassive. This safeguards Form 8582 calculations and avoids large passive loss errors.
2. Drake Tax schema defaults improved: The data‑entry schema now tolerates a missing environment selection with a safe default to keep runs from failing. This reduces setup friction and prevents avoidable errors during automation.
3. Automatic export of output files to Azure Blob Storage: Generated XML and DAT files are uploaded automatically for retention and downstream workflows. This eliminates manual downloads and strengthens your audit trail.
4. Client‑level tax review workflow (v3): A dedicated review page and sidebar link make it easy to review returns at the client level. Reviewers see a clear completion banner and streamlined navigation for faster QA and sign‑off.
5. Workpaper checklist and issues enhancements: Added a workpaper checklist with a Missing documents column plus loading indicators for a smoother experience. Issues now support preparer notes and one‑click Open workpaper to speed resolution.
6. Navigation and reliability fixes across tax prep: Fixed steps and back‑button logic, corrected links/redirects, and stabilized client/workpaper pages. Errors from the task manager integration no longer block progress, and new items get a default assignee to keep work moving.