Gotcha Checks are Juno Reviewer’s built-in, real-time quality-control rules that automatically evaluate each section of a tax return. Think of the Gotcha Checks tab as a Reviewer that already knows the full set of review checks that should be performed on each form - every time.
These checks are informed by more than a decade of review insights developed within multiple firms, including:
The most common review mistakes seen across individual and small-business returns
High-risk “fringe” items that are often overlooked
Form-specific checks that should be performed consistently
Cross-checks between source documents and draft return data
As Juno processes your uploaded draft return and validated source documents, Reviewer applies these rules in real time and surfaces results in an easy-to-understand Passed vs Flagged status. This allows reviewers to quickly identify discrepancies, unusual items, or areas requiring closer attention - streamlining the quality-review workflow and reducing the need for manual line-by-line comparisons.
How to Create Custom Gotcha Checks
To tailor Reviewer to your firm’s workflow, you can create your own custom Gotcha Checks. This allows you to extend Juno’s existing review logic with firm-specific rules, unique scenarios, or internal quality standards.
Creating a Custom Gotcha Check
Click on Organization on the left panel of the Juno Web App
Open the Organization Settings
Scroll down and select Manage Gotcha Checks
Click on Create New Group
Add a title and description
Select the type of documents you want the checks to come up for
Select Create to save the custom group
Adding Items and Managing Existing Custom Gotcha Check Groups
Navigate to the Organization Settings
Select Manage Gotcha Check
Select the existing group that you want to edit
Here, you can add specific items to the group that you want the Custom Gotcha Checks to Flag
Benefits of Custom Gotcha Checks
Ensures consistent review standards across your team
Captures firm-specific nuances and quality controls
Extends Reviewer beyond universal rules into your proprietary review methodology
Reduces repeat errors and improves preparation-to-review handoff quality
Summary
Gotcha Checks = the automated review rule-engine inside Juno Reviewer helping you flag potential issues in the return-vs-source process.
To get the most value: upload your draft return, ensure extraction/validation is complete, review the flagged items, use Notes/Mark-as-Reviewed to collaborate, and develop firm-specific best practices around the built-in checks.