Story time ? Reset to start
Viewing as Priya Raman, preparer Preparer: you adjust and propose; a reveal is logged.?
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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? Pills on Checks Blocker an open item that stops partner approval: a problem our check found, or a line waiting for the engine to re-run? Open a blocker still open when the return was signed or filed Check our check disagrees; it does not stop approval Judgment our check needs a recorded decision? Info our check notes it; nothing to act on ✦ AIthe AI agent flagged this item; a person accepts or dismisses each suggestion? Needs review an AI suggestion no one has decided yet (Accepted once someone has) Engine warning the engine’s own warning names this item, quoted as it wrote it; not one of our checks? Confident mistake flagged 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.? Cleared closed with a reason, or by an adjustment (Adjusted) Signed off a sign-off covers this finding? 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
27 Mar 2026 Internal: preparer hand-off to review Passed 89 days ago
08 Apr 2026 Internal: review complete Passed 77 days ago
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
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 levels? Preparer, Reviewer, Partner
Variance review? Compare to Prior year; flag when the change is over 10% and over 1,000.
People and clearance? Assignment at the start: Preparer Priya Raman · Reviewer Daniel Ortiz · Partner Helen Strand
Time against budget 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.
Approval 11 blockers ? 0 blocking notes 0 stale sign-offs 0 need partner sign-off ? Only the partner approves the return. Review memo Available once the partner approves the return Prints the review memo. Planned: the full review record, ready to hand over when an examiner asks for documents.
Client approval and e-file signature Partner approval Not yet The clients can sign once the partner approves the return on Review.
Ngozi Okafor Not signed Ngozi Okafor has not signed yet.
Erik Lindqvist Not signed Erik Lindqvist has not signed yet.
Each spouse signs Form 8879? ?
Adjustments 0 Review notes 0 Sign-offs 0 Partner items 0 Changes 0 View log 0 Our adjustments? Firm rule: “Any adjustment with a tax effect over 1,000 (federal or state) requires partner sign-off.”
No adjustments yet. Adjust a number from its drawer (open any amount).