Audit PBC Request List

Step-by-step guide for Accounting & CPA users using Audit PBC Request List.

Live Requires Elite plan or higher · Agent role

Industry: Accounting & CPA — this app appears only on tenants provisioned for that vertical.

Prepare provided-by-client request lists for audits.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

Source text (required) — textarea field in the workspace
Fields to extract (required) — multiselect field in the workspace

Primary action button: Extract fields

Workspace overview

Example workspace for Audit PBC Request List with labeled fields — Mock workspace for **Audit PBC Request List** — rich controls (dates, selects, sliders), guided steps, and field labels match the live app UI (May 2026).

Before you start

Log in as a user on your company tenant (admins set up BYOK separately).
Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
Verify your plan includes Elite apps — disabled apps show the plan required to unlock them.

Step-by-step

Open the app — In the workspace sidebar, select Audit PBC Request List under Industry apps.
Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
Use file history — Under File history, select a saved file and click Load file to populate your text field.
Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
Complete additional inputs — In Workspace, fill Fields to extract before you run.
Enter Source text — In Workspace, add content to Source text (paste text or load from upload).
Run the app — Click Extract fields. Review the Result section and download if needed.
Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Source text

[Audit PBC Request List · accounting] FORM 5500 excerpt — Plan year 2025. Sponsor: Acme Staffing LLC. Participants: 142. Administrator contact block on page 2...

Paste policy, contract, or report text — or use Upload document / Load file to fill this field.

Fields to extract

patient name, Rx number, prescriber, quantity, refills remaining

List the labels you want extracted from the pasted source text.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

Extract patient and Rx fields from faxed intake text.
Pull vendor, date, and line totals from invoice paste.
Map insurance form fields from scanned paragraph text.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (extraction)

Field table: name → value pairs you requested
Missing fields called out when not found in source
Confidence notes for ambiguous lines

Tips

Keep prompts specific: include dates, names, and constraints for better drafts.
Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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