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Canonical source URL
Each rule keeps the official page URL so reviewers and users can inspect the same source DueDateHQ used.
RULE LIBRARY
How does a filing rule become trusted work for a CPA team?
DueDateHQ keeps rules, source evidence, generated deadlines, Alerts, and human review in one workflow. A rule is useful only when the team can see the official source, the affected client context, and the action history.
Coverage pages describe software behavior, not professional tax advice.
Last reviewed:
SOURCE INTAKE
Official sources first.
The rule workflow starts with public agency material instead of third-party summaries. DueDateHQ prioritizes IRS publications, state tax authority pages, filing calendars, form instructions, notices, and emergency relief announcements.
Source excerpt
A short excerpt is preserved for review context; the product avoids unsupported summaries in deadline workflows.
Verified timestamp
Rules carry a verification timestamp so CPA teams can see when a source was last reviewed.
REVIEW MODEL
AI can assist, but it cannot become the source of truth.
DueDateHQ uses AI to summarize, classify, and draft operational changes only when source context is present. Human review remains the gate before deadline changes are applied to client-facing operations.
Human review required
A rule is not treated as ready for operational use until the review state is explicit.
No black-box recommendations
Missing source context moves work into a verification-needed state instead of producing a silent recommendation.
Audit-ready changes
Apply, undo, and revert workflows are designed to leave an operational record for the firm.
FAQ
Rule workflow questions.
Can my firm trust a deadline rule if AI helped process it?
Only when the rule keeps official source context and a review state. DueDateHQ can use AI to summarize or classify, but the source and reviewer decision remain the trust boundary.
What happens before a rule affects Deadlines or Today triage?
The rule needs source evidence, normalized filing context, and review status before it can generate or update deadline work. The product does not silently change client work from an unsupported signal.
How does DueDateHQ connect rule changes to the right clients?
It uses the firm’s client filing profiles, jurisdictions, tax types, and deadline records to route reviewed changes into Alerts, Deadlines, and triage workflows for the clients that may be affected.
See which state signals are in scope.
State coverage explains how DueDateHQ monitors public filing updates across all states and DC.