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
Blocking11 items stop filingOpen on Checks
Compare v3 withNothingv1v2Finalized
Last year column: the 2024 return as filed (prior year). 68 lines flagged as swings by the firm's variance rule.

Form 1040

F104031 lines · 1 with open checksShow the 31 lines

Schedule B

SchB16 lines · 2 with open checksShow the 16 lines

Form 8606

F860614 linesShow the 14 lines

Schedule C

SchC26 lines · 6 with open checksShow the 26 lines

Form 4562 (C)

F4562-C4 lines · 2 with open checksShow the 4 lines

Schedule SE

SchSE7 linesShow the 7 lines

Schedule 1

Sch18 lines · 2 with open checksShow the 8 lines

Form 8889

F88896 linesShow the 6 lines

Form 4562 (E)

F4562-E2 linesShow the 2 lines

Schedule E

SchE29 lines · 1 with open checksShow the 29 lines

Form 4797

F479711 linesShow the 11 lines

Form 7203

F72039 linesShow the 9 lines

Form 8949

F8949302 lines · 3 with open checksShow the 302 lines

Schedule D

SchD16 linesShow the 16 lines

Form 8582

F85825 linesShow the 5 lines

Schedule A

SchA13 lines · 2 with open checksShow the 13 lines

Form 8283

F82832 lines · 1 with open checksShow the 2 lines

Form 8995

F89959 linesShow the 9 lines

Schedule 3

Sch35 linesShow the 5 lines

Form 6251

F625111 linesShow the 11 lines

Schedule 2

Sch26 linesShow the 6 lines

Form 8812

F88128 lines · 1 with open checksShow the 8 lines

Form 8863

F88633 linesShow the 3 lines

Form 2441

F24416 lines · 2 with open checksShow the 6 lines

Form 8959

F89597 linesShow the 7 lines

Form 8960

F89609 linesShow the 9 lines

Form 2210

F22103 lines · 1 with open checksShow the 3 lines

Form 8938

F89383 linesShow the 3 lines

Form 8867

F88671 line
Linev3Last yearStatus
Paid preparer due diligence checklist (CTC/ODC claimed)F8867.statusNot completedNoneEngine warning

Schedule CA (540NR)

SchCA540NR30 lines · 5 with open checksShow the 30 lines

Form 540NR

F540NR19 lines · 3 with open checksShow the 19 lines

Schedule S

ScheduleS1 lines · 1 with open checksShow the 1 lines

FTB 3885A

FTB3885A4 linesShow the 4 lines

FTB 5805

FTB58051 linesShow the 1 lines