Canonical JSON · 2025
Import client tax data
Download the schema-valid template, populate it, then select the existing client return that should receive the staged import.
Safe staged workflow
Imports never create a client or silently overwrite a return. Create the client and 2025 tax year first; the selected return will show a field-by-field preview and require an explicit decision for every change.
Select a client return
Only returns assigned to your current firm identity are shown.
| Client | Tax year | Status | Blockers | Open import |
|---|---|---|---|---|
| John Sample & Jane Sample000123 · ***-**-•••• | 2025 | Changes Requested | 14 | Stage JSON |
Typed Phase 1 source forms
W-2, 1095-A, 1098-E, 1098-T, 5498, 5498-SA, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-G, 1099-K, 1099-R, 1099-SA, SSA-1099, RRB-1099
Every registered field is retained. A field with an unimplemented tax treatment creates a blocker.Other 2025 information returns
W-2C, 1099-A, 1099-C, 1099-CAP, 1099-DA, 1099-LS, 1099-LTC, 1099-OID, 1099-PATR, 1099-Q, 1099-QA, 1099-S
These can be uploaded as encrypted source evidence, but are not typed/calculated and must block approval. They are never silently ignored.