TaxmarkMiraflores AI

Version v3, none of our changes applied yetStage Review

Viewing as

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

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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.

The roles · 10

Priya Raman, preparer Marcus Bell, preparer · no sensitive-data clearance Daniel Ortiz, reviewer Helen Strand, partner Sam Adeyemi, quality reviewer · joins 4 Jan 2027 Jo Kimura, firm administrator Ngozi Okafor, client, taxpayer · client view Erik Lindqvist, client, spouse · client view Priya Raman (preparer, next year's return) · joins 15 Jan 2027 IRS 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.

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

Engagement letter and consents signed
Identity verified
Prior-year return reviewed
All documents accounted for
Prior-year variances explained
Carryovers agreed to prior year
Estimated payments agreed to IRS and FTB records
Due diligence completed
Diagnostics resolved
Reviewer sign-off
Partner sign-off
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

Name	Role	Credential	Sensitive data	Active from	Note
Priya Raman	Preparer		Cleared	01 Aug 2025
Daniel Ortiz	Reviewer	CPA	Cleared	04 Jan 2021
Helen Strand	Partner	CPA	Cleared	01 May 2018
Marcus Bell	Preparer		No clearance	24 Mar 2026	Background check pending; no access to full SSNs or bank numbers.
Jo Kimura	Firm administrator		Cleared	10 Feb 2020
Sam Adeyemi	Quality reviewer	CPA	Cleared	04 Jan 2027 Later
Ngozi Okafor	Client		Own items only
Erik Lindqvist	Client		Own items only

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

Time against budget

Area	Budget (h)	Left (h)	Status
Intake and engagement	1.5	1.5	None logged
Wages and stock compensation	3	3	None logged
Investments and digital assets	4	4	None logged
Business	3.5	3.5	None logged
Rentals and sale	3.5	3.5	None logged
Pass throughs and basis	2	2	None logged
Deductions and credits	2	2	None logged
California	1.5	1.5	None logged
Partner review	1	1	None logged
Total	22	22

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 computed Federal tax81,962v3, as computed California 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 withNothing v1 v2 FinalizedOnly changed lines

Form to compare0 lines differ between Finalized and v3. Finalized = the latest version plus applied adjustments, with the sums and differences below them recomputed. A figure past a tax computation needs the engine to re-run. The v3 column is the engine's value.Last year column: the 2024 return as filed (prior year). 68 lines flagged as swings by the firm's variance rule.

Where this number came fromClose

As computed, v3SchA.5a · Schedule A

State income taxes paid in 2025 (CA withholding and payments made in 2025)

27,870

How it was builtR-SALT-INCOME: State income taxes paid during 2025 (withholding and every state payment dated in 2025).

Source pageD08, page 1 of 1

2025 Form W-2 - Corvane Systems, Inc. (Ngozi Okafor) · Corvane Systems, Inc.

Form W-2 2025. Employer Corvane Systems, Inc., EIN 82-4471903, 500 Harbor Blvd, San Francisco CA. Employee Ngozi Okafor, SSN •••-••-2287. Box 1 104,600.00; Box 2 15,800.00; Box 3 112,000.00; Box 4 6,944.00; Box 5 112,000.00; Box 6 1,624.00; Box 12 D 7,400.00, W 2,500.00, DD 9,200.00; Box 13 retirement plan checked; Box 14 RSU 38,200.00, ESPP 675.00; Box 15 CA; Box 16 107,100.00; Box 17 8,950.00. Employment ended 05/16/2025.

Field: box17

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Source pageD09, page 1 of 1

2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor) · Halvorsen Data LLC

Form W-2 2025. Employer Halvorsen Data LLC, EIN 74-2290518, 300 Colorado St, Austin TX. Employee Ngozi Okafor, SSN •••-••-2287. Box 1 107,800.00; Box 2 9,600.00; Box 3 118,000.00; Box 4 7,316.00; Box 5 118,000.00; Box 6 1,711.00; Box 10 5,000.00; Box 12 D 10,200.00, W 3,500.00, DD 11,400.00; Box 13 retirement plan checked; Box 15 CA; Box 16 111,300.00; Box 17 4,180.00. (Employment began 06/02/2025. Employer payroll kept California as the work state through 09/30/2025.)

Field: box17

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Source pageD68, page 1 of 1

California FTB Web Pay confirmations · California Franchise Tax Board

FTB Web Pay confirmations: 2025-01-15 3,000.00 tax year 2024 (estimated payment); 2025-03-28 1,240.00 tax year 2024 (balance due); 2025-04-15 3,500.00 tax year 2025 (estimated payment); 2025-06-16 3,500.00 tax year 2025 (estimated payment); 2025-09-15 3,500.00 tax year 2024 (estimated payment); 2026-01-15 3,500.00 tax year 2025 (estimated payment).

Field: pay1_dateField: pay1_amountField: pay2_dateField: pay2_amountField: pay3_dateField: pay3_amountand 4 more fields on this page

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Where it came from · 12 sourcesPipeline read 0.99: how surely the text was read, not how far to trust the source.Third-party formBox 17 state income tax (CA) · 8,950 Third-party formBox 17 state income tax (CA) · 4,180 FTB recordPayment 1 amount · 3,000 FTB recordPayment 2 amount · 1,240 FTB recordPayment 3 amount · 3,500 FTB recordPayment 4 amount · 3,500 FTB recordPayment 5 amount · 3,500 FTB recordPayment 1 date · 2025-01-15 FTB recordPayment 2 date · 2025-03-28 FTB recordPayment 3 date · 2025-04-15 FTB recordPayment 4 date · 2025-06-16 FTB recordPayment 5 date · 2025-09-15

ActionsActing on: State income taxes paid in 2025 (CA withholding and payments made in 2025)

Assigned toNo one yet

Our checks on this · 0No open checks No check in the library fails on this claim.

Checked by Taxmark

Agreed to source documentEquals its 7 source amounts added: 8,950 + 4,180 + 3,000 + 1,240 + 3,500 + 3,500 + 3,500 = 27,870

Who checked itNo one has verified or signed off this yet in this workspace.