Form 1040 · professional draft workflow
John Sample & Jane Sample · Reviewer: David Ross
Only the eleven registered source families and implemented federal dependencies can produce a supported draft. Other source forms are retained as evidence and must block approval. Generated PDFs remain “DRAFT — NOT FOR FILING.”
Create or edit the identity, date of birth, occupation and address used by the return.
02Filing status, dependents & Schedule ASelect one of five statuses, classify dependents and enter reviewed itemized deductions.
03Federal creditsComplete EITC, child/dependent care and education interviews with Schedule EIC, Form 2441 and Form 8863 facts.
04Advanced federal modulesComplete Form 6251, Form 8867, marketplace coverage, Schedule 1 adjustments, Form 8889, payments and print controls.
05Intake & completenessAnswer required eligibility questions and attest expected-document evidence.
06Source documentsUpload, scan, encrypt and inspect PDF/JPEG/PNG source evidence.
07Typed source entryEdit every registered field across W-2, Form 1098-T and all nine supported 1099 families.
08Corrections & lineageResolve corrected, void and duplicate records without erasing history.
09Canonical JSON importPreview every change, decide explicitly, commit and roll back safely.
10Mapping centerReconcile source amounts to supported activities with cent-perfect allocations.
11Schedule C, E & F activitiesEnter complete business, rental, royalty and farm schedule data manually or through canonical JSON.
12Review & diagnosticsResolve machine blockers and assigned human review points.
13Governed overridesRequest independently reviewed, registered calculation overrides.
142025 calculationRun the deterministic engine and inspect immutable line traces.
15Outputs & exportsGenerate draft PDF, XLSX and canonical JSON artifacts.