The Workspace tab in AI.TaxAssist gives you the option of setting labels for the ledger lines. These labels are designed to tag items that have specific tax rules associated. Applying labels to items has significance to the numbers on specific schedules of the final tax computation. A user in the Preparer role has the rights to make label changes to Workspace items.
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Here are some of the categories for labelling,

Let’s look at the categories in more detail.

This section covers labels for Remuneration and Medical Expense labels. You can label your ledger items for remuneration with any of the below,

Note: You can also add your own breakups for Remuneration. As long as the label starts with 'Remuneration - ', it will be used for applying the medical tax rule.

Each unique remuneration label will get listed individually in the Medical Expense Schedule sheet of the draft tax computation tab with the ledger total amounts for each label. Then the total of all Renumeration labels is computed to get the Total Remuneration.
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For any ledger lines marked as Medical Expense, the system will compute the total sum of all the lines. This sum is displayed in the Medical Expense Schedule sheet of the draft tax computation tab as Medical Expense.
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The system then calculates the Disallowable Medical Expense based on the percentage of total remuneration as shown below,

The Disallowed Medical Expenses is then listed in the tax computation sheet of the draft tax computation tab.

You can label your ledger items for Separate Source Income with any of these,

Note: You can also add your own labels for Separate Source Income. As long as the label starts with 'Separate Source Income - ', it will be used for applying separate source income tax rule.

Each unique separate source income label will get listed individually in the Separate Source Income section of the draft tax computation tab with the ledger total amounts for each label in the Tax Computation sheet of the draft tax computation.

The other label options are,

Ledgers marked with these labels are reportable for Form C/CS. However, they are not automatically apply yet to the Draft Tax Computation. But we do intend to shortly!