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 Ngozi Okafor, client, taxpayerClient: 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

Your documents

The 50 documents on file for you and your household, and when each arrived.
50 shown · 2 arrive later in the story
D01 Engagement letter, tax year 2025 (signed)engagement letterMirafloresReceived 12 Jan 2026 · jointReceivedOpenD02 Consent to use and disclose tax return informationconsent 7216MirafloresReceived 12 Jan 2026 · jointReceivedOpenD03 IRS notice CP01A - Identity Protection PIN (Ngozi Okafor)irs ip pin noticeInternal Revenue ServiceReceived 21 Jan 2026 · taxpayerReceivedOpenD04 Driver license - Ngozi Okaforidentity documentTexas DPSReceived 21 Jan 2026 · taxpayerReceivedOpenD06 2024 Form 1040 as filed (prepared by Delta River Tax Services)prior year returnDelta River Tax ServicesReceived 21 Jan 2026 · jointReceivedOpenD07 2024 workpaper file from prior preparer (export)prior workpaperDelta River Tax ServicesReceived 21 Jan 2026 · jointReceivedOpenD08 2025 Form W-2 - Corvane Systems, Inc. (Ngozi Okafor)W-2Corvane Systems, Inc.Received 29 Jan 2026 · taxpayerReceivedOpenD09 2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor)W-2Halvorsen Data LLCReceived 2 Feb 2026 · taxpayerReceivedOpenD10 Form W-2 - Halvorsen Data LLC (phone photo)W-2Halvorsen Data LLCReceived 9 Feb 2026 · taxpayerReceivedOpenD11 Corvane stock plan supplemental tax statement 2025stock plan supplementCorvane Systems equity plan administratorReceived 14 Feb 2026 · taxpayerReceivedOpenD12 Form 3921 - exercise of incentive stock option (Corvane)3921Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerReceivedOpenD13 Form 3922 - ESPP transfer (Corvane)3922Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerReceivedOpenD28 Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)1099-compositeNorthlake SecuritiesReceived 15 Feb 2026 · taxpayerReceivedOpenD29 2025 Form 1099-INT - Northlake Bank1099-INTNorthlake Bank, N.A.Received 15 Feb 2026 · taxpayerReceivedOpenD30 Meridian Brokerage 2025 consolidated Form 1099 (joint)1099-compositeMeridian BrokerageReceived 16 Feb 2026 · jointReceivedOpenD31 Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)1099-compositeMeridian BrokerageReceived 18 Mar 2026 · jointReceivedOpenD32 2025 Form 1099-INT - Austin Community Credit Union1099-INTAustin Community Credit UnionReceived 4 Feb 2026 · jointReceivedOpenD33 2025 Form 1099-INT - Sacramento Valley Bank1099-INTSacramento Valley BankReceived 4 Feb 2026 · jointReceivedOpenD41 2025 Form 1099-R - Northlake Securities IRA (Ngozi Okafor)1099-RNorthlake SecuritiesReceived 15 Feb 2026 · taxpayerReceivedOpenD42 Form 5498 for 2024 - Northlake Securities IRA (Ngozi Okafor)5498Northlake SecuritiesReceived 15 Feb 2026 · taxpayerReceivedOpenD43 Form 5498 for 2025 - Northlake Securities IRA (Ngozi Okafor)5498Northlake SecuritiesReceived 29 May 2026 · taxpayerReceivedOpenD44 2025 Form 1099-SA - HSA (Ngozi Okafor)1099-SALakeside HSA BankReceived 15 Feb 2026 · taxpayerReceivedOpenD45 2025 Form 5498-SA - HSA (Ngozi Okafor)5498-SALakeside HSA BankReceived 15 Feb 2026 · taxpayerReceivedOpenD46 Capitol Keys Property Management - 2025 owner statement (1450 Fremont Way)rental owner statementCapitol Keys Property ManagementReceived 12 Feb 2026 · jointReceivedOpenD47 Invoice - Delta Breeze Heating & Air (1450 Fremont Way)invoiceDelta Breeze Heating & AirReceived 12 Feb 2026 · jointReceivedOpenD48 2025 Form 1098 - Golden Bear Home Loans (1450 Fremont Way)1098Golden Bear Home LoansReceived 4 Feb 2026 · jointReceivedOpenD49 Sacramento County secured property tax bills (1450 Fremont Way)property tax billSacramento County Tax CollectorReceived 12 Feb 2026 · jointReceivedOpenD50 Austin condo - rent ledger and HOA statement 2025 (Unit 4C, 1200 Barton Hills Dr)rental ledgerErik Lindqvist (self-managed)Received 12 Feb 2026 · jointReceivedOpenD51 Seller closing statement - 1200 Barton Hills Dr Unit 4C (sale 10/15/2025)closing statement sellerHill Country Title Co.Received 12 Feb 2026 · jointReceivedOpenD52 2025 Form 1099-S - Hill Country Title Co.1099-SHill Country Title Co.Received 12 Feb 2026 · jointReceivedOpenD53 2025 Form 1098 - Hill Country Bank (condo loan, paid off)1098Hill Country BankReceived 4 Feb 2026 · jointReceivedOpenD54 Buyer closing statement - 7709 Barton Ridge Dr (purchase 07/08/2025)closing statement buyerHill Country Title Co.Received 12 Feb 2026 · jointReceivedOpenD55 2025 Form 1098 - Lonestar Mortgage (home, July-November)1098Lonestar Mortgage LLCReceived 4 Feb 2026 · jointReceivedOpenD56 Lonestar Mortgage payoff statement (11/20/2025)payoff statementLonestar Mortgage LLCReceived 4 Feb 2026 · jointReceivedOpenD57 2025 Form 1098 - Pecan Federal Savings (home, refinance)1098Pecan Federal SavingsReceived 4 Feb 2026 · jointReceivedOpenD58 Travis County 2025 property tax receipt (7709 Barton Ridge Dr)property tax receiptTravis County Tax OfficeReceived 12 Feb 2026 · jointReceivedOpenD59 2025 Form 1098-T - University of California, Davis (Ada)1098-TUniversity of California, DavisReceived 1 Feb 2026 · dependent, adaReceivedOpenD60 Scholarship award letter - Ada Lindqvist-OkaforletterUC Davis Financial AidReceived 1 Feb 2026 · dependent, adaReceivedOpenD61 Bright Oak Kids Club - 2025 statement (Theo)dependent care statementBright Oak Kids ClubReceived 7 Feb 2026 · dependent, theoReceivedOpenD62 Little Sprouts Learning Center - 2025 statement (Theo)dependent care statementLittle Sprouts Learning CenterReceived 7 Feb 2026 · dependent, theoReceivedOpenD63 Donation receipts (typed) - Sacramento Food Bank, Hill Country Animal Rescuedonation receiptVariousReceived 10 Feb 2026 · jointReceivedOpenD64 Handwritten donation receipt - St. Brigid Parishdonation receiptSt. Brigid ParishReceived 10 Feb 2026 · jointReceivedOpenD65 Noncash gift acknowledgment - Austin Community Foundation (stock)donation receiptAustin Community FoundationReceived 10 Feb 2026 · jointReceivedOpenD66 2025 Form 1098-C - Lone Star Kids Auto Donation (2012 Subaru Outback)1098-CLone Star Kids Auto DonationReceived 10 Feb 2026 · jointReceivedOpenD67 EFTPS payment confirmations (2025 estimated tax)payment confirmationU.S. Treasury EFTPSReceived 9 Feb 2026 · jointReceivedOpenD68 California FTB Web Pay confirmationspayment confirmationCalifornia Franchise Tax BoardReceived 9 Feb 2026 · jointReceivedOpenD69 IRS account transcript, tax period Dec 2025 (pulled by firm)irs transcriptInternal Revenue ServiceReceived 12 Mar 2026 · jointReceivedOpenD70 IRS CP2000 for tax year 2023 and resolution letterirs noticeInternal Revenue ServiceReceived 21 Jan 2026 · jointReceivedOpenD73 Halvorsen Data paystub - pay date 07/18/2025 (Ngozi Okafor)paystubHalvorsen Data LLCReceived 27 Mar 2026 · taxpayerReceivedOpenD74 Brightpath Advisors 2025 Form 1099-B (direct-indexing account)1099-compositeBrightpath AdvisorsReceived 21 Feb 2026 · taxpayerReceivedOpen