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\n\n---\n\n### 2. HistoricalAnalysisWidget\n\nCompare current data with past tax returns to find missed opportunities.\n\n\n### Prerequisites\n\n- Current year transaction data fully processed\n- Widget session token with analysis permissions\n- User consent for document upload and processing\n\n### Core Functionality\n\n- π **Secure & Encrypted:** Handles `/analysis/1040` API integratio\n- π€ **Comparative Analysis:** Compares filed vs. potential deductions\n- π― **Amendment Guidance:** ROI analysis for filing amended returns\n- π **Professional Referral:** Integration for complex cases\n\n### API Integration Flow\n\n- **Secure Upload:**\n User uploads their IRS Form 1040 via a secure, encrypted widget interface.\n- **Document Processing:**\n Widget sends the file to `/analysis/1040` API for secure extraction and parsing of return data.\n- **Comparative Analysis:**\n Extracted return data is automatically compared with current financial data from `/deductions/potential` API.\n- **Gap Identification:**\n AI-powered logic detects any missed or underclaimed deductions based on IRS guidelines and current transactions.\n- **Amendment Recommendations:**\n System presents actionable next steps, including potential refund amount and guidance on filing amended returns (Form 1040-X).\n \n\n```tsx\n\n ![\"Historical](\"https://res.cloudinary.com/dxxdvbzla/image/upload/v1750162608/Historical_Analysis_Widget_Previous_Return_Analysis_kdynsx.png\"\n)
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\n\n\n---\n\n### 3. PotentialDeductions\n\nAI identifies and groups deductions by IRS categories, allowing real-time modeling.\n\n\n### Prerequisites\n\n- Complete transaction sync and categorization\n- Widget session token with deduction permissions\n- User profile data for personalized analysis\n\n### Core Functionality\n\n- π **Secure Deduction Analysis:** Uses session token to call `/deductions/potential` API\n- π€ **Schedule-Based Organization:** Groups by IRS tax schedules\n- π― **Supporting Evidence:** Links to transactions via `/transactions/details` API\n- π **Interactive Selection:** Real-time savings calculation\n\n### API Integration Flow\n\n- **Session Authentication:**\n Validates secure session token\n- **Deduction Analysis:**\n Calls /deductions/potential for comprehensive analysis\n- **Schedule Organization:**\n Groups deductions by IRS tax schedules\n- **Supporting Data:**\n Fetches transaction details via `/transactions/details`\n- **Interactive Modeling:**\n Real-time savings calculations\n\n\n```tsx\n\n \n
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Key Features\n\n- π Secure & encrypted token handling\n- π€ AI-driven suggestions and grouping\n- π Bulk deduction modeling and insights\n- π° Live savings tracking\n\n---\n\n## π Support\n\nPlease contact the Compass team or open an issue in the project repository.\n\n---\n\n## π License\n\nThis package is proprietary and maintained by Compass. All rights reserved.","readmeFilename":"README.md"}