RETURN OVERVIEW
Manage returns available to your authorized account
Visible Returns
0 Current demonstration recordsIn Preparation
0 Draft and in-progress returnsReady for Review
0 Awaiting authorized reviewAvailable Form Types
0 Form selection catalogPAY-PER-RETURN & FILING CREDITS
Software filing charges are separate from taxpayer preparation fees.
Preview prices reflect the Full Suite example in billing.html. A return is not charged when created here. The backend must validate plan benefits, available credits, tax form pricing, payment confirmation and the event that consumes a credit before posting any fee. Noble internal accounts follow separate no-PPR rules.
COMPANY TAX RETURNS
Search and continue previously started work
| Return Number | Client | Tax Year | Form | Assigned Preparer | Status | Software Fee / Credit | Actions |
|---|
CLIENT FEE AGREEMENTS
TAX RETURN WORKSPACE
Select a client and begin preparation.
TAXPAYER & RETURN DETAILS
This section records only demonstration preferences. Taxpayer SSN, DOB, address, residency, identity and dependent verification will require protected forms and storage in the secure production system.
RETURN PREPARATION REQUIREMENTS
Verified personal information, filing status and household information.
Dependent eligibility and supporting evidence based on the tax situation.
Authorized preparer identity, current PTIN and company EFIN.
INCOME DOCUMENTS & ENTRY
A full production module will provide tax-year-specific fields, forms, validations, schedules and calculations.
Employer wages, federal withholding, state withholding and other W-2 fields.
Self-employment, interest, dividends, retirement and other reportable income.
Profit and loss information, deductible expenses and applicable schedules.
Uploaded tax forms may eventually be processed by document extraction. Preparers must verify extracted amounts against the source documents before using them in the return.
DEDUCTIONS & TAX CREDITS
Determine eligible deductions using validated tax-year rules.
Child-related and other dependent credits with appropriate due diligence.
Tuition, scholarships and other education expenses where eligible.
Mortgage interest, eligible property taxes, and other supporting records.
Ordinary and necessary expenses, depreciation and applicable schedules.
Credits supported by the selected tax form and filing year.
These are feature placeholders, not an operating tax-calculation engine. Credits and deductions will require eligibility questions, calculations, validations and supporting documentation.
CLIENT DOCUMENT VAULT
Organize client income forms and supporting evidence by return. In this preview, selected filenames and document categories appear only in temporary browser memory. File contents are not read, transmitted or saved.
Supporting Tax Documents
Preview the document-selection interface with harmless sample files only.
Allowed preview file types: PDF, JPG, PNG and WebP. Maximum 10 MB per selected file. Do not select real client documents.
DOCUMENT INVENTORY
0 documents
REFUND & BANKING OPTIONS
The actual refund method will require the appropriate tax form, taxpayer authorization, verified banking partner enrollment and provider disclosures.
Each tax company will enroll independently with its selected banking provider under its own EFIN. Bank products will be unlocked only after confirmed authorization and completed integration.
Explore Banking Partners →PREPARER REVIEW CHECKLIST
These demonstration checkboxes help organize workflow, but do not establish tax-return compliance, complete identity verification, or authorize IRS transmission.
TAX CALCULATION & E-FILE READINESS
Not available until the validated tax engine is connected.
Secure authorization and signature workflow not yet active.
Requires schema validation, approved IRS test processes, and production transmission access.