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 Marcus Bell, preparerPreparer: you adjust and propose; no sensitive-data clearance.

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
72 shown · 2 arrive later in the story
All 72Landed 56Did not land 16Corroborates only 9Prior year 2Not extracted 3Duplicate 1Superseded 1
D01 Engagement letter, tax year 2025 (signed)engagement letterMirafloresReceived 12 Jan 2026 · jointCorroborates only0 of 3 values used0 linesD02 Consent to use and disclose tax return informationconsent 7216MirafloresReceived 12 Jan 2026 · jointCorroborates only0 of 1 values used0 linesD03 IRS notice CP01A - Identity Protection PIN (Ngozi Okafor)irs ip pin noticeInternal Revenue ServiceReceived 21 Jan 2026 · taxpayerCorroborates only0 of 1 values used0 linesD04 Driver license - Ngozi Okaforidentity documentTexas DPSReceived 21 Jan 2026 · taxpayerCorroborates only0 of 2 values used0 linesD05 Driver license - Erik Lindqvistidentity documentTexas DPSReceived 21 Jan 2026 · spouseCorroborates only0 of 2 values used0 linesD06 2024 Form 1040 as filed (prepared by Delta River Tax Services)prior year returnDelta River Tax ServicesReceived 21 Jan 2026 · jointPrior year0 of 107 values used0 linesD07 2024 workpaper file from prior preparer (export)prior workpaperDelta River Tax ServicesReceived 21 Jan 2026 · jointNot extractedNot extracted by the pipeline. Narrative workpaper export; its content is reproduced as structured data in prior_years.prior_preparer_workpaper.0 of 0 values used0 linesD08 2025 Form W-2 - Corvane Systems, Inc. (Ngozi Okafor)W-2Corvane Systems, Inc.Received 29 Jan 2026 · taxpayerLandedOn F1040.1a, F8889.9, SchA.5a, F8959.1 and 6 more9 of 19 values used10 linesD09 2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor)W-2Halvorsen Data LLCReceived 2 Feb 2026 · taxpayerLandedOn F1040.1a, F8889.9, SchA.5a, F2441.12 and 7 more10 of 17 values used11 linesD10 Form W-2 - Halvorsen Data LLC (phone photo)W-2Halvorsen Data LLCReceived 9 Feb 2026 · taxpayerDuplicateDuplicate of D09 (2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor)): same issuer and the same values; counted once.0 of 17 values used0 linesD11 Corvane stock plan supplemental tax statement 2025stock plan supplementCorvane Systems equity plan administratorReceived 14 Feb 2026 · taxpayerLandedOn F8949.A.N21 of 9 values used1 lineD12 Form 3921 - exercise of incentive stock option (Corvane)3921Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerLandedOn F6251.2i4 of 5 values used1 lineD13 Form 3922 - ESPP transfer (Corvane)3922Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerPrior year0 of 6 values used0 linesD14 Lindqvist Studio - Profit and Loss, January-December 2025 (QuickBooks, cash basis)books profit lossLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseLandedOn SchC.1, SchC.8, SchC.11, SchC.15 and 8 more13 of 20 values used12 linesD15 Lindqvist Studio - transaction detail for selected accountsbooks transaction detailLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseCorroborates only0 of 6 values used0 linesD16 2025 Form 1099-NEC - Fennimore Brewing Co.1099-NECFennimore Brewing Co.Received 3 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 lineD17 2025 Form 1099-NEC - Atlas Outdoor Gear, Inc.1099-NECAtlas Outdoor Gear, Inc.Received 4 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 lineD18 2025 Form 1099-NEC - Sable & Finch Architects LLP1099-NECSable & Finch Architects LLPReceived 5 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 lineD19 2025 Form 1099-NEC - Riverbend Credit Union1099-NECRiverbend Credit UnionReceived 6 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 lineD20 2025 Form 1099-NEC - Quill Media Group LLC1099-NECQuill Media Group LLCReceived 7 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 lineD21 2025 Form 1099-K - Paywell Payments1099-KPaywell Payments, Inc.Received 6 Feb 2026 · spouseLandedOn SchC.11 of 14 values used1 lineD22 Invoice - Vantage Imaging Supply (equipment)invoiceVantage Imaging SupplyReceived 11 Feb 2026 · spouseLandedOn F4562-C.12, F4562-C.14, F4562-C.19a4 of 5 values used3 linesD23 Vehicle mileage log 2025 (scanned, 4 pages)mileage logErik Lindqvist (handwritten)Received 18 Feb 2026 · spouseLandedOn SchC.44a, SchC.44b, SchC.44c, SchC.437 of 335 values used4 linesD24 Home office measurements (client note)client noteErik LindqvistReceived 18 Feb 2026 · spouseLandedOn SchC.303 of 3 values used1 lineD25 Health insurance premium statement 2025 - Erik Lindqvist (individual plan)insurance statementGolden Poppy Health PlanReceived 11 Feb 2026 · spouseLandedOn Sch1.171 of 1 values used1 lineD26 SEP-IRA contribution confirmation (Erik Lindqvist)retirement contributionNorthlake SecuritiesReceived 10 Apr 2026 · spouseLandedOn Sch1.161 of 2 values used1 lineD27 Lindqvist Studio - contractor payments report 2025books reportLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseLandedOn SchC.11, SchC.I2 of 2 values used2 linesD28 Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)1099-compositeNorthlake SecuritiesReceived 15 Feb 2026 · taxpayerLandedOn SchB.1.1, SchB.5.1, F1040.3a, F8949.B.N1 and 5 more29 of 49 values used9 linesD29 2025 Form 1099-INT - Northlake Bank1099-INTNorthlake Bank, N.A.Received 15 Feb 2026 · taxpayerLandedOn SchB.1.21 of 1 values used1 lineD30 Meridian Brokerage 2025 consolidated Form 1099 (joint)1099-compositeMeridian BrokerageReceived 16 Feb 2026 · jointSupersededSuperseded from v2 on: Recompute: corrected Meridian Brokerage 1099 received 2026-03-18.0 of 159 values used0 linesD31 Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)1099-compositeMeridian BrokerageReceived 18 Mar 2026 · jointLandedOn SchB.1.3, SchB.5.2, F1040.3a, F8949.D.M1 and 20 more107 of 159 values used24 linesD32 2025 Form 1099-INT - Austin Community Credit Union1099-INTAustin Community Credit UnionReceived 4 Feb 2026 · jointLandedOn SchB.1.41 of 1 values used1 lineD33 2025 Form 1099-INT - Sacramento Valley Bank1099-INTSacramento Valley BankReceived 4 Feb 2026 · jointLandedOn SchB.1.51 of 1 values used1 lineD34 2025 Form 1099-DA - Coinhaven1099-DACoinhaven Exchange, Inc.Received 17 Feb 2026 · spouseLandedOn F8949.K.C1, F8949.H.C2, F8949.H.C3, F8949.K.C4 and 8 more36 of 49 values used12 linesD35 Coinhaven transaction history export (CSV)transaction exportCoinhaven Exchange, Inc.Received 17 Feb 2026 · spouseLandedOn F8949.K.C1, F8949.H.C2, F8949.H.C3, F8949.K.C4 and 8 more24 of 52 values used12 linesD36 Sparbanken Norrland - 2025 year-end statement (Swedish, SEK)foreign bank statementSparbanken Norrland ABReceived 20 Feb 2026 · spouseLandedOn SchB.1.6, SchB.7a, SchB.7b, F8938.1.max and 1 more4 of 4 values used5 linesD37 2025 Schedule K-1 (Form 1065) - Ridgeline Real Estate Fund III LPK-1-1065Ridgeline Real Estate Fund III LPReceived 22 Jun 2026 · spouseLandedOn SchB.1.8, SchD.12, SchE.28B, Sch3.14 of 7 values used4 linesD38 Ridgeline Real Estate Fund III - 2025 state supplementK-1-state-supplementRidgeline Real Estate Fund III LPReceived 22 Jun 2026 · spouseLandedOn SchCA540NR.17.B, SchCA540NR.17.E1 of 4 values used2 linesD39 2025 Schedule K-1 (Form 1120-S) - Lindqvist Family Woodworks, Inc.K-1-1120SLindqvist Family Woodworks, Inc.Received 1 Mar 2026 · spouseLandedOn SchB.1.7, F7203.3a, F7203.3c, F7203.6 and 3 more7 of 8 values used7 linesD40 2023 Schedule K-1 (Form 1120-S) - Lindqvist Family Woodworks, Inc.K-1-1120SLindqvist Family Woodworks, Inc.Received 5 Jun 2026 · spouseLandedOn F7203.12 of 4 values used1 lineD41 2025 Form 1099-R - Northlake Securities IRA (Ngozi Okafor)1099-RNorthlake SecuritiesReceived 15 Feb 2026 · taxpayerLandedOn F8606.8, F1040.4a, SchCA540NR.4.E1 of 4 values used3 linesD42 Form 5498 for 2024 - Northlake Securities IRA (Ngozi Okafor)5498Northlake SecuritiesReceived 15 Feb 2026 · taxpayerLandedOn F8606.21 of 2 values used1 lineD43 Form 5498 for 2025 - Northlake Securities IRA (Ngozi Okafor)5498Northlake SecuritiesReceived 29 May 2026 · taxpayerLandedOn F8606.1, F8606.62 of 2 values used2 linesD44 2025 Form 1099-SA - HSA (Ngozi Okafor)1099-SALakeside HSA BankReceived 15 Feb 2026 · taxpayerLandedOn F8889.14a, F8889.152 of 2 values used2 linesD45 2025 Form 5498-SA - HSA (Ngozi Okafor)5498-SALakeside HSA BankReceived 15 Feb 2026 · taxpayerLandedOn F8889.3, F8889.91 of 1 values used2 linesD46 Capitol Keys Property Management - 2025 owner statement (1450 Fremont Way)rental owner statementCapitol Keys Property ManagementReceived 12 Feb 2026 · jointLandedOn SchE.3A, SchE.11A, SchE.14A, SchE.2A5 of 6 values used4 linesD47 Invoice - Delta Breeze Heating & Air (1450 Fremont Way)invoiceDelta Breeze Heating & AirReceived 12 Feb 2026 · jointCorroborates only0 of 2 values used0 linesD48 2025 Form 1098 - Golden Bear Home Loans (1450 Fremont Way)1098Golden Bear Home LoansReceived 4 Feb 2026 · jointLandedOn SchE.12A, SchE.16A2 of 2 values used2 linesD49 Sacramento County secured property tax bills (1450 Fremont Way)property tax billSacramento County Tax CollectorReceived 12 Feb 2026 · jointLandedOn SchE.16A2 of 2 values used1 lineD50 Austin condo - rent ledger and HOA statement 2025 (Unit 4C, 1200 Barton Hills Dr)rental ledgerErik Lindqvist (self-managed)Received 12 Feb 2026 · jointLandedOn SchE.3B, SchE.9B, SchE.14B, SchE.19B and 1 more4 of 4 values used5 linesD51 Seller closing statement - 1200 Barton Hills Dr Unit 4C (sale 10/15/2025)closing statement sellerHill Country Title Co.Received 12 Feb 2026 · jointLandedOn SchE.16B, SchE.2B, F4797.20, F4797.21 and 1 more8 of 9 values used5 linesD52 2025 Form 1099-S - Hill Country Title Co.1099-SHill Country Title Co.Received 12 Feb 2026 · jointLandedOn F4797.211 of 1 values used1 lineD53 2025 Form 1098 - Hill Country Bank (condo loan, paid off)1098Hill Country BankReceived 4 Feb 2026 · jointLandedOn SchE.12B1 of 1 values used1 lineD54 Buyer closing statement - 7709 Barton Ridge Dr (purchase 07/08/2025)closing statement buyerHill Country Title Co.Received 12 Feb 2026 · jointCorroborates only0 of 4 values used0 linesD55 2025 Form 1098 - Lonestar Mortgage (home, July-November)1098Lonestar Mortgage LLCReceived 4 Feb 2026 · jointLandedOn SchA.8a2 of 3 values used1 lineD56 Lonestar Mortgage payoff statement (11/20/2025)payoff statementLonestar Mortgage LLCReceived 4 Feb 2026 · jointLandedOn SchA.8a1 of 2 values used1 lineD57 2025 Form 1098 - Pecan Federal Savings (home, refinance)1098Pecan Federal SavingsReceived 4 Feb 2026 · jointLandedOn SchA.5b, SchA.8a, SchA.8c4 of 4 values used3 linesD58 Travis County 2025 property tax receipt (7709 Barton Ridge Dr)property tax receiptTravis County Tax OfficeReceived 12 Feb 2026 · jointLandedOn SchA.5b1 of 1 values used1 lineD59 2025 Form 1098-T - University of California, Davis (Ada)1098-TUniversity of California, DavisReceived 1 Feb 2026 · dependent, adaLandedOn F8812.6, F8863.273 of 3 values used2 linesD60 Scholarship award letter - Ada Lindqvist-OkaforletterUC Davis Financial AidReceived 1 Feb 2026 · dependent, adaLandedOn F8863.271 of 1 values used1 lineD61 Bright Oak Kids Club - 2025 statement (Theo)dependent care statementBright Oak Kids ClubReceived 7 Feb 2026 · dependent, theoLandedOn F2441.1a2 of 2 values used1 lineD62 Little Sprouts Learning Center - 2025 statement (Theo)dependent care statementLittle Sprouts Learning CenterReceived 7 Feb 2026 · dependent, theoLandedOn F2441.1b2 of 2 values used1 lineD63 Donation receipts (typed) - Sacramento Food Bank, Hill Country Animal Rescuedonation receiptVariousReceived 10 Feb 2026 · jointLandedOn SchA.112 of 2 values used1 lineD64 Handwritten donation receipt - St. Brigid Parishdonation receiptSt. Brigid ParishReceived 10 Feb 2026 · jointLandedOn SchA.111 of 1 values used1 lineD65 Noncash gift acknowledgment - Austin Community Foundation (stock)donation receiptAustin Community FoundationReceived 10 Feb 2026 · jointLandedOn F8283.A1.stock4 of 4 values used1 lineD66 2025 Form 1098-C - Lone Star Kids Auto Donation (2012 Subaru Outback)1098-CLone Star Kids Auto DonationReceived 10 Feb 2026 · jointLandedOn F8283.A1.vehicle1 of 2 values used1 lineD67 EFTPS payment confirmations (2025 estimated tax)payment confirmationU.S. Treasury EFTPSReceived 9 Feb 2026 · jointLandedOn F1040.26, F2210.196 of 6 values used2 linesD68 California FTB Web Pay confirmationspayment confirmationCalifornia Franchise Tax BoardReceived 9 Feb 2026 · jointLandedOn SchA.5a, F540NR.7216 of 18 values used2 linesD69 IRS account transcript, tax period Dec 2025 (pulled by firm)irs transcriptInternal Revenue ServiceReceived 12 Mar 2026 · jointNot extractedNot extracted by the pipeline. Agency transcript; reproduced as structured data in tax_agency_records.irs_account_transcript_2025.0 of 0 values used0 linesD70 IRS CP2000 for tax year 2023 and resolution letterirs noticeInternal Revenue ServiceReceived 21 Jan 2026 · jointNot extractedNot extracted by the pipeline. Resolved prior-year notice; summarized in tax_agency_records.notices.0 of 0 values used0 linesD73 Halvorsen Data paystub - pay date 07/18/2025 (Ngozi Okafor)paystubHalvorsen Data LLCReceived 27 Mar 2026 · taxpayerCorroborates only0 of 2 values used0 linesD74 Brightpath Advisors 2025 Form 1099-B (direct-indexing account)1099-compositeBrightpath AdvisorsReceived 21 Feb 2026 · taxpayerLandedOn F8949.D.X1, F8949.A.X2, F8949.D.X3, F8949.D.X4 and 256 more1560 of 1826 values used260 lines