Okafor and Lindqvist, 2025
Version Draft, being prepared by your tax teamStage 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 Erik Lindqvist, client, spouseClient: answer questions, send documents, sign when ready.

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

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
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
FilingNot filed yet

Filing your return

Where your return is

Federal returnNot sent yet Your tax team sends it once you have approved and signed.
California returnNot sent yet Your tax team sends it once you have approved and signed.

What has happened

14 Apr 2026Your tax team asked for more time to file and paid 36,000 to the IRS with the request.

Next year’s estimated payments

To the IRS15 Apr 2026, 15 Jun 2026, 15 Sept 2026, 15 Jan 2027
To California15 Apr 2026, 15 Jun 2026, 15 Jan 2027

Your tax team will tell you the amounts.

Approve and sign

Your tax team is still finishing your return. You can sign here once the partner has approved it.
Ngozi OkaforNot signed Ngozi Okafor has not signed yet.
Erik LindqvistNot signed You have not signed yet.

Your copy of the filed return

Your copy appears here once your return has been filed and accepted.