New employer for spouse: [EMPLOYER-2] replaced [EMPLOYER-OLD]. Verify W-4 withholding elections.
Medium severity
Missing 1095-A: Client had ACA marketplace coverage in TY2024. No 1095-A received for TY2025. Confirm coverage status.
Medium severity
Same K-1 entity: [ENTITY-1] partnership K-1 received, consistent with prior year.
Informational
Document
Type
Status
ProConnect
Received
scan_w2_employer1.pdf
W-2
Approved
Scr 10, Tab 1
Mar 15
IMG_2847.heic
W-2
Approved
Scr 10, Tab 2
Mar 18
chase_1099int.pdf
1099-INT
Approved
Scr 11
Feb 28
fidelity_1099div.pdf
1099-DIV
Approved
Scr 12
Mar 1
k1_partnership.pdf
K-1 (1065)
Approved
Scr 20
Mar 22
mortgage_1098.pdf
1098
Approved
Scr 25
Feb 15
charity_receipt_1.pdf
Charitable
Extracted
Scr 25
Apr 1
charity_receipt_2.jpg
Charitable
Extracted
Scr 25
Apr 1
engagement_letter.pdf
Informational
Skipped
—
Jan 10
IMG_4521.heic
Unknown
Failed
—
Apr 3
Prep Sheet Status
Completed
Field
Value
Filename
[CLIENT-1]-2025-prep_sheet.pdf
Location
C:\TaxDome\[CLIENT-1]\Private\Taxably Output\
Generated
Apr 4, 2026 at 7:48 PM
Documents included
10 (8 approved + 2 extracted)
Pages
34
Completeness
85% — missing 1095-A
The prep sheet PDF is stored locally on your firm's PC. Open it at the path shown above. The dashboard cannot view or download the file — this is by design for PII security.
All Documents
Document
Client
Type
Pipeline
ProConnect
Uploaded
scan_w2_employer1.pdf
[CLIENT-1]
W-2
Approved
Scr 10
Mar 15
k1_partnership.pdf
[CLIENT-2]
K-1 (1065)
Extracted
Scr 20
Mar 22
taxes.pdf
[CLIENT-3]
—
Classified
—
Apr 1
IMG_4521.heic
[CLIENT-3]
—
Failed
—
Apr 3
Pipeline
66
Detected
40
Uploaded
30
Classified
28
Extracted
52
Approved
Pipeline Flow
Detected 66
→
Uploaded 40
→
Classified 30
→
Extracted 28
→
Approved 52
Failed Documents
40 requeued
40 documents could not be processed on the first attempt and have been queued for retry.
Ask Taxably
Hi! I'm Ask Taxably. I can answer questions about your clients and tax law — using your firm's documents and IRS authority.
Try asking:
"Which clients are missing K-1s?"
"What is the QBI deduction limit for SSTBs?"
"Does [CLIENT-1] have enough basis for their K-1 distribution?"
Prep Sheets
1
Completed
2
In Progress
0
Not Started
Client
Tax Year
Status
Filename
Location
Generated
[CLIENT-1]
TY2025
Completed
[CLIENT-1]-2025-prep_sheet.pdf
C:\TaxDome\...\Private\Taxably Output\
Apr 4, 7:48 PM
[CLIENT-2]
TY2025
In Progress
—
—
—
[CLIENT-3]
TY2025
Not Started
—
—
—
Prep sheets are generated locally by Taxably Connect and saved to your firm's PC. The dashboard shows metadata (filename, path, timestamp) but cannot view or download the actual PDF. This is a deliberate security design — client PII never leaves your machine.