Taxmark Miraflores AI Okafor and Lindqvist, 2025
Version ? Stage Review
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Viewing as IRS examiner Examiner: read only, the items under examination as filed.
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About this workspace Close 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? Example ?
Legends Blocking stops filing? Check failed our check disagrees Judgment needs a recorded decision? Engine warning from the engine only? Note a finding for information; nothing to act on No open checks nothing open on this line Adjusted changed in this workspace? Proposed an adjustment waiting for a reviewer to apply it Swing moved past the firm’s variance rule from last year? New this year no amount last year Signed a sign-off covers this value? Stale the value changed after it was signed? As filed, locked accepted by the agency; later work attaches on top? Example not in the packet: an illustration? Deadlines on the story clock 15 Apr 2026 Federal Form 1040 and California 540NR - original due date Passed 70 days ago
15 Oct 2026 Extended due date (federal and California) In 113 days
15 Oct 2026 FinCEN 114 (FBAR) automatic extended due date (outside engagement) In 113 days
02 Feb 2026 Forms 1099-NEC for 2025 contractor payments (late; outside engagement) Passed 142 days ago
Not yet in the story IRS examiner joins this engagement at 20 Jan 2028, 00:00 UTC. The story clock is at 23 Jun 2026, 06:05 UTC, earlier. Move the story clock in the bar above to see this role's view.