Version v3, none of our changes applied yetStage Review
Actions are recorded as the role you choose. There is no sign-in in this demo, so pick the person whose view you want.
Story time 23 Jun 2026, 06:05 UTC
Viewing as Daniel Ortiz, reviewerReviewer: you note, verify, apply and sign off.

About this workspace

Demo

Taxmark is a web-native workpaper for one household's 2025 return: click any number to see the page and field it came from, the rule that built it, who checked it and what is still open.

74 documents3,012 values read from them3 computed versions627 lines on v329 events in the timeline

Try: open Checks as Daniel, click California estimates, then switch role in “Viewing as” to see what each person may see and do.

Every action is saved as an event in this workspace (/w/gwxn6k5xxe); open the root link again for a clean copy. Anything not in the packet is tagged Example.

Legends

  • Blockingstops filing
  • Check failedour check disagrees
  • Judgmentneeds a recorded decision
  • Engine warningfrom the engine only
  • Notea finding for information; nothing to act on
  • No open checksnothing open on this line
  • Adjustedchanged in this workspace
  • Proposedan adjustment waiting for a reviewer to apply it
  • Swingmoved past the firm’s variance rule from last year
  • New this yearno amount last year
  • Signeda sign-off covers this value
  • Stalethe value changed after it was signed
  • As filed, lockedaccepted by the agency; later work attaches on top
  • Examplenot in the packet: an illustration

Pills on Checks

  • Blockeran open item that stops partner approval: a problem our check found, or a line waiting for the engine to re-run
  • Opena blocker still open when the return was signed or filed
  • Checkour check disagrees; it does not stop approval
  • Judgmentour check needs a recorded decision
  • Infoour check notes it; nothing to act on
  • AIthe AI agent flagged this item; a person accepts or dismisses each suggestion
  • Needs reviewan AI suggestion no one has decided yet (Accepted once someone has)
  • Engine warningthe engine’s own warning names this item, quoted as it wrote it; not one of our checks
  • Confident mistakeflagged by our checks, though every value behind it was read at 0.95 or above. The checks were built from the mistakes our external investigation found.
  • Clearedclosed with a reason, or by an adjustment (Adjusted)
  • Signed offa sign-off covers this finding

Deadlines on the story clock

15 Apr 2026Federal Form 1040 and California 540NR - original due datePassed 70 days ago
15 Oct 2026Extended due date (federal and California)In 113 days
27 Mar 2026Internal: preparer hand-off to reviewPassed 89 days ago
08 Apr 2026Internal: review completePassed 77 days ago
15 Oct 2026FinCEN 114 (FBAR) automatic extended due date (outside engagement)In 113 days
02 Feb 2026Forms 1099-NEC for 2025 contractor payments (late; outside engagement)Passed 142 days ago

Firm standards

A starting point. Applicants may change, extend or replace these through the firm administrator role.
Rules (7)
“A person may not review or sign off on work they prepared.”Review: sign-off disabled on your own adjustment
“Any adjustment with a tax effect over 1,000 (federal or state) requires partner sign-off.”Review: partner items; approval waits for them
“Every judgment call records the authority relied on.”Drawer: decisions record their authority
“Due diligence must be documented for the child tax credit, credit for other dependents, American opportunity credit, earned income credit and head of household status.”Drawer: due diligence decisions
“Open review notes block filing.”Review: blocking notes stop approval
“Staff without sensitive-data clearance see SSNs, bank and account numbers and IP PINs masked; every unmasked view is logged.”Everywhere: last 4 only; reveals logged on Review, View log
“Records are retained 7 years after filing, then destroyed.”Filing: the as-filed record is locked, not deleted
The 12 required steps
  1. Engagement letter and consents signed
  2. Identity verified
  3. Prior-year return reviewed
  4. All documents accounted for
  5. Prior-year variances explained
  6. Carryovers agreed to prior year
  7. Estimated payments agreed to IRS and FTB records
  8. Due diligence completed
  9. Diagnostics resolved
  10. Reviewer sign-off
  11. Partner sign-off
  12. Client approval and e-file authorization
Verification types
  • Agreed to source document
  • Recalculated
  • Confirmed with client
  • Agreed to prior year
  • Agreed to third party record
Review levelsPreparer, Reviewer, Partner
Variance reviewCompare to Prior year; flag when the change is over 10% and over 1,000.

People and clearance

NameRoleCredentialSensitive dataActive fromNote
Priya RamanPreparerCleared01 Aug 2025
Daniel OrtizReviewerCPACleared04 Jan 2021
Helen StrandPartnerCPACleared01 May 2018
Marcus BellPreparerNo clearance24 Mar 2026Background check pending; no access to full SSNs or bank numbers.
Jo KimuraFirm administratorCleared10 Feb 2020
Sam AdeyemiQuality reviewerCPACleared04 Jan 2027 Later
Ngozi OkaforClientOwn items only
Erik LindqvistClientOwn items only

Assignment at the start: Preparer Priya Raman · Reviewer Daniel Ortiz · Partner Helen Strand

Time against budget

AreaBudget (h)Logged (h)Left (h)Status
Intake and engagement1.501.5None logged
Wages and stock compensation303None logged
Investments and digital assets404None logged
Business3.503.5None logged
Rentals and sale3.503.5None logged
Pass throughs and basis202None logged
Deductions and credits202None logged
California1.501.5None logged
Partner review101None logged
Total22022

Budget from the packet. Logged time is what people record in this workspace; the packet has no time records.

How AI was used

The mistakes our checks catch were found during an AI-assisted review of the packet and are now caught by deterministic checks.

An AI agent investigated the whole packet with the app’s own tools, identifiers masked, and suggested issues with quotes. Its suggestions appear only on the final computed version, after each quote is found on its page, and a person accepts or dismisses each one.

Return overview

Adjusted gross income445,590v3, as computedFederal tax81,962v3, as computedCalifornia tax18,874v3, as computed
FederalNot sent
CaliforniaNot sent
ExtensionFiled 14 Apr 2026 with 36,000, estimated from v2
72 shown · 2 arrive later in the story
All 72Landed 56Did not land 16Corroborates only 9Prior year 2Not extracted 3Duplicate 1Superseded 1
D01 Engagement letter, tax year 2025 (signed)engagement letterMirafloresReceived 12 Jan 2026 · jointCorroborates only0 of 3 values used0 linesD02 Consent to use and disclose tax return informationconsent 7216MirafloresReceived 12 Jan 2026 · jointCorroborates only0 of 1 values used0 linesD03 IRS notice CP01A - Identity Protection PIN (Ngozi Okafor)irs ip pin noticeInternal Revenue ServiceReceived 21 Jan 2026 · taxpayerCorroborates only0 of 1 values used0 linesD04 Driver license - Ngozi Okaforidentity documentTexas DPSReceived 21 Jan 2026 · taxpayerCorroborates only0 of 2 values used0 linesD05 Driver license - Erik Lindqvistidentity documentTexas DPSReceived 21 Jan 2026 · spouseCorroborates only0 of 2 values used0 linesD06 2024 Form 1040 as filed (prepared by Delta River Tax Services)prior year returnDelta River Tax ServicesReceived 21 Jan 2026 · jointPrior year0 of 107 values used0 linesD07 2024 workpaper file from prior preparer (export)prior workpaperDelta River Tax ServicesReceived 21 Jan 2026 · jointNot extractedNot extracted by the pipeline. Narrative workpaper export; its content is reproduced as structured data in prior_years.prior_preparer_workpaper.0 of 0 values used0 linesD10 Form W-2 - Halvorsen Data LLC (phone photo)W-2Halvorsen Data LLCReceived 9 Feb 2026 · taxpayerDuplicateDuplicate of D09 (2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor)): same issuer and the same values; counted once.0 of 17 values used0 linesD13 Form 3922 - ESPP transfer (Corvane)3922Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerPrior year0 of 6 values used0 linesD15 Lindqvist Studio - transaction detail for selected accountsbooks transaction detailLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseCorroborates only0 of 6 values used0 linesD30 Meridian Brokerage 2025 consolidated Form 1099 (joint)1099-compositeMeridian BrokerageReceived 16 Feb 2026 · jointSupersededSuperseded from v2 on: Recompute: corrected Meridian Brokerage 1099 received 2026-03-18.0 of 159 values used0 linesD47 Invoice - Delta Breeze Heating & Air (1450 Fremont Way)invoiceDelta Breeze Heating & AirReceived 12 Feb 2026 · jointCorroborates only0 of 2 values used0 linesD54 Buyer closing statement - 7709 Barton Ridge Dr (purchase 07/08/2025)closing statement buyerHill Country Title Co.Received 12 Feb 2026 · jointCorroborates only0 of 4 values used0 linesD69 IRS account transcript, tax period Dec 2025 (pulled by firm)irs transcriptInternal Revenue ServiceReceived 12 Mar 2026 · jointNot extractedNot extracted by the pipeline. Agency transcript; reproduced as structured data in tax_agency_records.irs_account_transcript_2025.0 of 0 values used0 linesD70 IRS CP2000 for tax year 2023 and resolution letterirs noticeInternal Revenue ServiceReceived 21 Jan 2026 · jointNot extractedNot extracted by the pipeline. Resolved prior-year notice; summarized in tax_agency_records.notices.0 of 0 values used0 linesD73 Halvorsen Data paystub - pay date 07/18/2025 (Ngozi Okafor)paystubHalvorsen Data LLCReceived 27 Mar 2026 · taxpayerCorroborates only0 of 2 values used0 lines