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.
The roles · 10Priya Raman, preparerMarcus Bell, preparer · no sensitive-data clearanceDaniel Ortiz, reviewerHelen Strand, partnerSam Adeyemi, quality reviewer · joins 4 Jan 2027Jo Kimura, firm administratorNgozi Okafor, client, taxpayer · client viewErik Lindqvist, client, spouse · client viewPriya Raman (preparer, next year's return) · joins 15 Jan 2027IRS examiner · read only, items under examination · joins 20 Jan 2028 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.