@paro.io/expert-shared-components 1.14.67 → 1.14.68

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
@@ -1,808 +1,196 @@
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  "use strict";
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- // Tax Axis Document Field Catalog (frontend)
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- //
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- // Single source of truth for field labels and section groupings used by
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- // DocumentReviewModal. Derived from paro-graphql-api/src/tax-axis/catalog/documentCatalog.ts.
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- //
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- // KEEP IN SYNC with the backend catalog when fields are added or renamed.
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- // Only scalar fields (type: number | string | boolean | date | enum) are
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- // listed — array/dict fields are skipped as they cannot be inline-edited.
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+ // Catalog that maps canonical documentType keys to their review sections and field metadata.
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+ // Used by DocumentReviewModal to render structured field review UI from parsedData.
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  Object.defineProperty(exports, "__esModule", { value: true });
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  exports.DOCUMENT_FIELD_CATALOG = void 0;
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- // ---------------------------------------------------------------------------
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- // profit_loss
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- // ---------------------------------------------------------------------------
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- const PROFIT_LOSS = {
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- fields: {
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- total_revenue: { label: "Total Revenue" },
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- cost_of_goods_sold: { label: "Cost of Goods Sold" },
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- gross_profit: { label: "Gross Profit", sourceRef: "Computed" },
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- officer_compensation: { label: "Officer Compensation" },
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- salaries_wages_staff: { label: "Salaries & Wages (Staff)" },
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- employee_benefits: { label: "Employee Benefits" },
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- payroll_taxes_employer: { label: "Payroll Taxes (Employer)" },
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- employer_retirement_contribution: { label: "Employer Retirement Contribution" },
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- rent_expense: { label: "Rent / Lease" },
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- utilities: { label: "Utilities" },
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- software_subscriptions: { label: "Software & Subscriptions" },
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- professional_fees: { label: "Professional Fees" },
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- advertising_marketing: { label: "Advertising & Marketing" },
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- travel: { label: "Travel" },
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- business_meals: { label: "Business Meals" },
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- office_supplies: { label: "Office Supplies" },
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- insurance_nonhealth: { label: "Insurance (Non-health)" },
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- repairs_maintenance: { label: "Repairs & Maintenance" },
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- bank_fees: { label: "Bank Fees" },
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- contract_labor: { label: "Contract Labor" },
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- mortgage_interest: { label: "Mortgage Interest" },
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- property_tax: { label: "Property Tax" },
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- business_interest_nonmortgage: { label: "Business Interest (Non-mortgage)" },
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- depreciation_expense: { label: "Depreciation" },
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- amortization_expense: { label: "Amortization" },
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- other_expenses: { label: "Other Expenses" },
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- total_operating_expenses: { label: "Total Operating Expenses" },
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- net_operating_income: { label: "Net Operating Income" },
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- income_tax_provision: { label: "Income Tax Provision" },
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- net_income: { label: "Net Income" },
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- },
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- sections: [
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- {
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- head: "Revenue",
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- fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"],
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- },
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- {
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- head: "Compensation & Payroll",
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- fields: [
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- "officer_compensation", "salaries_wages_staff", "employee_benefits",
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- "payroll_taxes_employer", "employer_retirement_contribution",
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- ],
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- },
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- {
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- head: "Operating Expenses",
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- fields: [
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- "rent_expense", "utilities", "software_subscriptions", "professional_fees",
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- "advertising_marketing", "travel", "business_meals", "office_supplies",
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- "insurance_nonhealth", "repairs_maintenance", "bank_fees", "contract_labor",
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- "mortgage_interest", "property_tax", "business_interest_nonmortgage",
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- "depreciation_expense", "amortization_expense", "other_expenses",
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- ],
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- },
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- {
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- head: "Summary",
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- fields: ["total_operating_expenses", "net_operating_income", "income_tax_provision", "net_income"],
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- },
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- ],
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- };
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- // ---------------------------------------------------------------------------
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- // balance_sheet
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- // ---------------------------------------------------------------------------
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- const BALANCE_SHEET = {
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- fields: {
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- cash_and_equivalents: { label: "Cash & Equivalents" },
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- accounts_receivable: { label: "Accounts Receivable" },
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- allowance_for_doubtful_accounts: { label: "Allowance for Doubtful Accounts" },
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- prepaid_expenses: { label: "Prepaid Expenses" },
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- inventory: { label: "Inventory" },
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- total_current_assets: { label: "Total Current Assets" },
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- property_equipment_gross: { label: "Property & Equipment (Gross)" },
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- accumulated_depreciation: { label: "Accumulated Depreciation" },
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- property_equipment_net: { label: "Property & Equipment (Net)" },
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- intangible_assets_gross: { label: "Intangible Assets (Gross)" },
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- accumulated_amortization: { label: "Accumulated Amortization" },
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- intangible_assets_net: { label: "Intangible Assets (Net)" },
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- security_deposits_held_as_asset: { label: "Security Deposits (Asset)" },
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- total_assets: { label: "Total Assets" },
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- accounts_payable: { label: "Accounts Payable" },
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- accrued_liabilities: { label: "Accrued Liabilities" },
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- deferred_revenue: { label: "Deferred Revenue" },
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- short_term_debt: { label: "Short-term Debt" },
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- long_term_debt_current_portion: { label: "Long-term Debt (Current Portion)" },
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- total_current_liabilities: { label: "Total Current Liabilities" },
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- long_term_debt: { label: "Long-term Debt" },
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- total_liabilities: { label: "Total Liabilities" },
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- common_stock_par_value: { label: "Common Stock (Par Value)" },
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- additional_paid_in_capital: { label: "Additional Paid-in Capital" },
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- retained_earnings: { label: "Retained Earnings" },
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- aaa_balance: { label: "AAA Balance" },
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- owners_equity: { label: "Owner's Equity" },
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- total_equity: { label: "Total Equity" },
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- total_liabilities_and_equity: { label: "Total Liabilities & Equity" },
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- },
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- sections: [
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- {
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- head: "Current Assets",
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- fields: [
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- "cash_and_equivalents", "accounts_receivable", "allowance_for_doubtful_accounts",
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- "prepaid_expenses", "inventory", "total_current_assets",
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- ],
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- },
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- {
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- head: "Fixed & Other Assets",
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- fields: [
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- "property_equipment_gross", "accumulated_depreciation", "property_equipment_net",
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- "intangible_assets_gross", "accumulated_amortization", "intangible_assets_net",
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- "security_deposits_held_as_asset", "total_assets",
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- ],
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- },
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- {
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- head: "Liabilities",
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- fields: [
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- "accounts_payable", "accrued_liabilities", "deferred_revenue",
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- "short_term_debt", "long_term_debt_current_portion", "total_current_liabilities",
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- "long_term_debt", "total_liabilities",
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- ],
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- },
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- {
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- head: "Equity",
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- fields: [
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- "common_stock_par_value", "additional_paid_in_capital", "retained_earnings",
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- "aaa_balance", "owners_equity", "total_equity", "total_liabilities_and_equity",
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- ],
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- },
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- ],
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- };
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- // ---------------------------------------------------------------------------
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- // federal_tax_return (1120S / 1065 / 1120 / Schedule C)
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- // ---------------------------------------------------------------------------
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- const FEDERAL_TAX_RETURN = {
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- fields: {
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- entity_tax_classification: { label: "Entity Classification" },
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- ein: { label: "EIN" },
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- date_incorporated: { label: "Date Incorporated" },
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- total_assets: { label: "Total Assets" },
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- accounting_method_box: { label: "Accounting Method" },
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- industry_naics: { label: "NAICS Code" },
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- gross_receipts_L1a: { label: "Gross Receipts", sourceRef: "L1a" },
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- returns_and_allowances_L1b: { label: "Returns & Allowances", sourceRef: "L1b" },
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- revenue: { label: "Net Revenue", sourceRef: "L1c" },
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- cost_of_goods_sold: { label: "Cost of Goods Sold", sourceRef: "L2" },
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- gross_profit: { label: "Gross Profit", sourceRef: "L3" },
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- total_income: { label: "Total Income", sourceRef: "L6–L11" },
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- compensation_of_officers_line: { label: "Compensation of Officers", sourceRef: "L7/L12" },
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- salaries_wages_line: { label: "Salaries & Wages", sourceRef: "L8/L13" },
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- repairs_maintenance: { label: "Repairs & Maintenance", sourceRef: "L9/L14" },
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- rent_expense_line: { label: "Rent", sourceRef: "L11/L16" },
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- taxes_and_licenses_line: { label: "Taxes & Licenses", sourceRef: "L12/L17" },
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- interest_expense_line: { label: "Interest Expense", sourceRef: "L13/L18" },
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- charitable_contributions: { label: "Charitable Contributions", sourceRef: "L19" },
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- depreciation_line: { label: "Depreciation", sourceRef: "L14/L20" },
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- advertising_expense: { label: "Advertising", sourceRef: "L16/L22" },
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- pension_profit_sharing: { label: "Pension / Profit Sharing", sourceRef: "L17/L23" },
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- employee_benefit_programs: { label: "Employee Benefit Programs", sourceRef: "L18/L24" },
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- other_deductions_line: { label: "Other Deductions", sourceRef: "L19/L26" },
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- total_deductions: { label: "Total Deductions", sourceRef: "L20/L27" },
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- net_income: { label: "Net Income / Ordinary Income", sourceRef: "L21/L28/L30" },
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- nol_deduction: { label: "NOL Deduction", sourceRef: "L29a" },
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- total_tax: { label: "Total Tax", sourceRef: "L31" },
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- estimated_tax_payments: { label: "Estimated Tax Payments", sourceRef: "L32b" },
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- tax_due_or_overpayment: { label: "Tax Due / Overpayment" },
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- self_emp_hi: { label: "Self-Employed Health Insurance" },
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- number_of_k1s_attached: { label: "Number of K-1s Attached" },
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- },
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- sections: [
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- {
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- head: "Entity Info",
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- fields: ["entity_tax_classification", "ein", "date_incorporated", "accounting_method_box", "industry_naics"],
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- },
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- {
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- head: "Income",
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- fields: ["gross_receipts_L1a", "returns_and_allowances_L1b", "revenue", "cost_of_goods_sold", "gross_profit", "total_income", "total_assets"],
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- },
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- {
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- head: "Deductions",
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- fields: [
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- "compensation_of_officers_line", "salaries_wages_line", "repairs_maintenance",
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- "rent_expense_line", "taxes_and_licenses_line", "interest_expense_line",
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- "charitable_contributions", "depreciation_line", "advertising_expense",
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- "pension_profit_sharing", "employee_benefit_programs", "other_deductions_line",
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- "total_deductions",
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- ],
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- },
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- {
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- head: "Tax Summary",
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- fields: ["net_income", "nol_deduction", "total_tax", "estimated_tax_payments", "tax_due_or_overpayment", "self_emp_hi", "number_of_k1s_attached"],
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- },
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- ],
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- };
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- // ---------------------------------------------------------------------------
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- // w3
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- // ---------------------------------------------------------------------------
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- const W3 = {
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- fields: {
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- wages_tips_other_compensation_box1: { label: "Wages, Tips & Other Compensation", sourceRef: "Box 1" },
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- federal_income_tax_withheld_box2: { label: "Federal Income Tax Withheld", sourceRef: "Box 2" },
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- social_security_wages_box3: { label: "Social Security Wages", sourceRef: "Box 3" },
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- social_security_tax_withheld_box4: { label: "Social Security Tax Withheld", sourceRef: "Box 4" },
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- medicare_wages_box5: { label: "Medicare Wages", sourceRef: "Box 5" },
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- medicare_tax_withheld_box6: { label: "Medicare Tax Withheld", sourceRef: "Box 6" },
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- social_security_tips_box7: { label: "Social Security Tips", sourceRef: "Box 7" },
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- allocated_tips_box8: { label: "Allocated Tips", sourceRef: "Box 8" },
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- dependent_care_benefits_box10: { label: "Dependent Care Benefits", sourceRef: "Box 10" },
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- nonqualified_plans_box11: { label: "Nonqualified Plans", sourceRef: "Box 11" },
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- local_wages_box18: { label: "Local Wages", sourceRef: "Box 18" },
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- local_income_tax_box19: { label: "Local Income Tax", sourceRef: "Box 19" },
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- employees: { label: "Total Employees", sourceRef: "Box d" },
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- owner_w2_comp: { label: "Officer / Owner W-2 Compensation", sourceRef: "Box 1 (officers)" },
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- officer_health_insurance_included: { label: "Officer Health Insurance Included (Code DD)" },
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- },
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- sections: [
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- {
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- head: "Wages & Withholding",
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- fields: [
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- "wages_tips_other_compensation_box1", "federal_income_tax_withheld_box2",
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- "social_security_wages_box3", "social_security_tax_withheld_box4",
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- "medicare_wages_box5", "medicare_tax_withheld_box6",
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- "social_security_tips_box7", "allocated_tips_box8",
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- ],
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- },
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- {
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- head: "Benefits & Other",
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- fields: [
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- "dependent_care_benefits_box10", "nonqualified_plans_box11",
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- "local_wages_box18", "local_income_tax_box19",
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- "officer_health_insurance_included",
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- ],
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- },
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- {
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- head: "Summary",
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- fields: ["employees", "owner_w2_comp"],
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- },
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- ],
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- };
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- // ---------------------------------------------------------------------------
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- // payroll_records
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- // ---------------------------------------------------------------------------
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- const PAYROLL_RECORDS = {
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- fields: {
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- employees: { label: "Total Employees" },
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- w2_wages_paid_total: { label: "W-2 Wages Paid (Total)" },
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- total_federal_withholding: { label: "Federal Income Tax Withheld" },
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- total_ss_withholding: { label: "Social Security Tax Withheld" },
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- total_medicare_withholding: { label: "Medicare Tax Withheld" },
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- employer_fica_match: { label: "Employer FICA Match" },
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- employer_futa_paid: { label: "Employer FUTA Paid" },
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- employer_401k_match_total: { label: "Employer 401(k) Match (Total)" },
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- dependent_care_benefits_paid: { label: "Dependent Care Benefits Paid" },
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- bonuses_paid_total: { label: "Bonuses Paid (Total)" },
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- commissions_paid_total: { label: "Commissions Paid (Total)" },
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- overtime_pay_total: { label: "Overtime Pay (Total)" },
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- tip_income_reported: { label: "Tip Income Reported" },
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- taxable_fringe_benefits_total: { label: "Taxable Fringe Benefits (Total)" },
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- },
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- sections: [
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- {
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- head: "Wages & Withholding",
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- fields: [
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- "employees", "w2_wages_paid_total", "total_federal_withholding",
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- "total_ss_withholding", "total_medicare_withholding", "employer_fica_match",
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- "employer_futa_paid",
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- ],
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- },
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- {
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- head: "Benefits & Compensation",
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- fields: [
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- "employer_401k_match_total", "dependent_care_benefits_paid",
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- "bonuses_paid_total", "commissions_paid_total", "overtime_pay_total",
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- "tip_income_reported", "taxable_fringe_benefits_total",
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- ],
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- },
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- ],
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- };
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- // ---------------------------------------------------------------------------
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- // schedule_k1_s_corp
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- // ---------------------------------------------------------------------------
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- const SCHEDULE_K1_S_CORP = {
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- fields: {
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- shareholder_ownership_pct: { label: "Shareholder Ownership %" },
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- ordinary_business_income_L1: { label: "Ordinary Business Income", sourceRef: "L1" },
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- net_rental_real_estate_income_L2: { label: "Net Rental Real Estate Income", sourceRef: "L2" },
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- other_net_rental_income_L3: { label: "Other Net Rental Income", sourceRef: "L3" },
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- interest_income_L4: { label: "Interest Income", sourceRef: "L4" },
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- ordinary_dividends_L5a: { label: "Ordinary Dividends", sourceRef: "L5a" },
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- qualified_dividends_L5b: { label: "Qualified Dividends", sourceRef: "L5b" },
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- royalties_L6: { label: "Royalties", sourceRef: "L6" },
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- net_short_term_capital_gain_L7: { label: "Net Short-term Capital Gain", sourceRef: "L7" },
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- net_long_term_capital_gain_L8a: { label: "Net Long-term Capital Gain", sourceRef: "L8a" },
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- unrecaptured_1250_gain_L8c: { label: "Unrecaptured §1250 Gain", sourceRef: "L8c" },
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- net_section_1231_gain_L9: { label: "Net §1231 Gain", sourceRef: "L9" },
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- other_income_L10: { label: "Other Income", sourceRef: "L10" },
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- section_179_deduction_L11: { label: "§179 Deduction", sourceRef: "L11" },
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- charitable_contributions_L12A: { label: "Charitable Contributions", sourceRef: "L12A" },
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- post_1986_depreciation_adjustment_L15A: { label: "Post-1986 Depreciation Adjustment", sourceRef: "L15A" },
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- tax_exempt_interest_L16A: { label: "Tax-exempt Interest", sourceRef: "L16A" },
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- other_tax_exempt_income_L16B: { label: "Other Tax-exempt Income", sourceRef: "L16B" },
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- nondeductible_expenses_L16C: { label: "Nondeductible Expenses", sourceRef: "L16C" },
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- cash_distributions_L16D: { label: "Cash Distributions", sourceRef: "L16D" },
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- property_distributions_L16E: { label: "Property Distributions", sourceRef: "L16E" },
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- qbi_ordinary_income_L17D: { label: "QBI Ordinary Income", sourceRef: "L17D" },
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- qbi_w2_wages_L17E: { label: "QBI W-2 Wages", sourceRef: "L17E" },
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- qbi_ubia_L17F: { label: "QBI UBIA of Qualified Property", sourceRef: "L17F" },
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- health_insurance_2pct_shareholder_L17V: { label: "Health Insurance (2% Shareholder)", sourceRef: "L17V" },
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- beginning_stock_basis: { label: "Beginning Stock Basis" },
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- ending_stock_basis: { label: "Ending Stock Basis" },
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- },
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- sections: [
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- {
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- head: "Ownership",
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- fields: ["shareholder_ownership_pct", "beginning_stock_basis", "ending_stock_basis"],
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- },
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- {
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- head: "Income & Gains",
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- fields: [
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- "ordinary_business_income_L1", "net_rental_real_estate_income_L2", "other_net_rental_income_L3",
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- "interest_income_L4", "ordinary_dividends_L5a", "qualified_dividends_L5b",
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- "royalties_L6", "net_short_term_capital_gain_L7", "net_long_term_capital_gain_L8a",
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- "unrecaptured_1250_gain_L8c", "net_section_1231_gain_L9", "other_income_L10",
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- ],
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- },
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- {
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- head: "Deductions & Credits",
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- fields: ["section_179_deduction_L11", "charitable_contributions_L12A", "post_1986_depreciation_adjustment_L15A"],
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- },
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- {
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- head: "QBI & Distributions",
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- fields: [
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- "qbi_ordinary_income_L17D", "qbi_w2_wages_L17E", "qbi_ubia_L17F",
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- "health_insurance_2pct_shareholder_L17V",
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- "tax_exempt_interest_L16A", "other_tax_exempt_income_L16B",
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- "nondeductible_expenses_L16C", "cash_distributions_L16D", "property_distributions_L16E",
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- ],
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- },
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- ],
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- };
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- // ---------------------------------------------------------------------------
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- // schedule_k1_partnership
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- // ---------------------------------------------------------------------------
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- const SCHEDULE_K1_PARTNERSHIP = {
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- fields: {
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- ordinary_business_income_L1: { label: "Ordinary Business Income", sourceRef: "L1" },
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- net_rental_real_estate_income_L2: { label: "Net Rental Real Estate Income", sourceRef: "L2" },
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- other_net_rental_income_L3: { label: "Other Net Rental Income", sourceRef: "L3" },
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- guaranteed_payments_services_L4a: { label: "Guaranteed Payments (Services)", sourceRef: "L4a" },
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- guaranteed_payments_capital_L4b: { label: "Guaranteed Payments (Capital)", sourceRef: "L4b" },
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- interest_income_L5: { label: "Interest Income", sourceRef: "L5" },
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- ordinary_dividends_L6a: { label: "Ordinary Dividends", sourceRef: "L6a" },
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- qualified_dividends_L6b: { label: "Qualified Dividends", sourceRef: "L6b" },
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- royalties_L7: { label: "Royalties", sourceRef: "L7" },
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- net_short_term_capital_gain_L8: { label: "Net Short-term Capital Gain", sourceRef: "L8" },
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- net_long_term_capital_gain_L9a: { label: "Net Long-term Capital Gain", sourceRef: "L9a" },
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- unrecaptured_1250_gain_L9c: { label: "Unrecaptured §1250 Gain", sourceRef: "L9c" },
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- net_section_1231_gain_L10: { label: "Net §1231 Gain", sourceRef: "L10" },
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- other_income_L11: { label: "Other Income", sourceRef: "L11" },
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- section_179_deduction_L12: { label: "§179 Deduction", sourceRef: "L12" },
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- self_employment_earnings_L14A: { label: "Self-Employment Earnings", sourceRef: "L14A" },
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- nonrecourse_liabilities_box_K: { label: "Nonrecourse Liabilities", sourceRef: "Box K1" },
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- qualified_nonrecourse_financing_box_K: { label: "Qualified Nonrecourse Financing", sourceRef: "Box K2" },
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- recourse_liabilities_box_K: { label: "Recourse Liabilities", sourceRef: "Box K3" },
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- capital_account_beginning_L: { label: "Capital Account (Beginning)", sourceRef: "Item L" },
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- capital_contributions_L: { label: "Capital Contributions", sourceRef: "Item L" },
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- capital_current_year_L: { label: "Current Year Increase (Decrease)", sourceRef: "Item L" },
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- capital_withdrawals_distributions_L: { label: "Withdrawals & Distributions", sourceRef: "Item L" },
381
- capital_account_ending_L: { label: "Capital Account (Ending)", sourceRef: "Item L" },
382
- cash_distributions_L19A: { label: "Cash Distributions", sourceRef: "L19a" },
383
- qbi_w2_wages_statement_a: { label: "QBI W-2 Wages", sourceRef: "L20 Stmt A" },
384
- qbi_ubia_L20c: { label: "QBI UBIA of Qualified Property", sourceRef: "L20c" },
385
- },
386
- sections: [
387
- {
388
- head: "Income & Gains",
389
- fields: [
390
- "ordinary_business_income_L1", "net_rental_real_estate_income_L2", "other_net_rental_income_L3",
391
- "guaranteed_payments_services_L4a", "guaranteed_payments_capital_L4b",
392
- "interest_income_L5", "ordinary_dividends_L6a", "qualified_dividends_L6b",
393
- "royalties_L7", "net_short_term_capital_gain_L8", "net_long_term_capital_gain_L9a",
394
- "unrecaptured_1250_gain_L9c", "net_section_1231_gain_L10", "other_income_L11",
395
- ],
396
- },
397
- {
398
- head: "Deductions",
399
- fields: ["section_179_deduction_L12", "self_employment_earnings_L14A"],
400
- },
401
- {
402
- head: "Capital Account",
403
- fields: [
404
- "capital_account_beginning_L", "capital_contributions_L", "capital_current_year_L",
405
- "capital_withdrawals_distributions_L", "capital_account_ending_L",
406
- "nonrecourse_liabilities_box_K", "qualified_nonrecourse_financing_box_K", "recourse_liabilities_box_K",
407
- ],
408
- },
409
- {
410
- head: "QBI & Distributions",
411
- fields: ["qbi_w2_wages_statement_a", "qbi_ubia_L20c", "cash_distributions_L19A"],
412
- },
413
- ],
414
- };
415
- // ---------------------------------------------------------------------------
416
- // state_tax_return
417
- // ---------------------------------------------------------------------------
418
- const STATE_TAX_RETURN = {
419
- fields: {
420
- il_replacement_tax: { label: "IL Replacement Tax" },
421
- pte_tax_paid: { label: "PTE Tax Paid (by state)" },
422
- },
423
- sections: [
424
- {
425
- head: "State Tax",
426
- fields: ["il_replacement_tax", "pte_tax_paid"],
427
- },
428
- ],
429
- };
430
- // ---------------------------------------------------------------------------
431
- // form_4562
432
- // ---------------------------------------------------------------------------
433
- const FORM_4562 = {
434
- fields: {
435
- section_179_max_amount_L1: { label: "§179 Maximum Amount", sourceRef: "L1" },
436
- section_179_cost_placed_L2: { label: "§179 Property Cost Placed in Service", sourceRef: "L2" },
437
- threshold_reduction_L3: { label: "Threshold Cost Reduction", sourceRef: "L3" },
438
- dollar_limitation_L5: { label: "§179 Dollar Limitation", sourceRef: "L5" },
439
- section_179_expense_L12: { label: "§179 Expense Elected", sourceRef: "L12" },
440
- section_179_carryover_to_next_year_L13: { label: "§179 Carryover to Next Year", sourceRef: "L13" },
441
- bonus_depreciation_claimed_L14: { label: "Bonus Depreciation Claimed", sourceRef: "L14" },
442
- macrs_prior_year_assets_L17: { label: "MACRS Prior-year Assets", sourceRef: "L17" },
443
- macrs_current_year_gds: { label: "MACRS Current-year (GDS)" },
444
- macrs_current_year_ads: { label: "MACRS Current-year (ADS)" },
445
- amortization_starting_this_year_L42: { label: "Amortization Starting This Year", sourceRef: "L42" },
446
- amortization_continuing_L43: { label: "Amortization (Continuing)", sourceRef: "L43" },
447
- total_depreciation_L22: { label: "Total Depreciation", sourceRef: "L22" },
448
- fixed_asset_additions: { label: "Fixed Asset Additions (Current Year)" },
449
- qualifying_asset_cost: { label: "Qualifying Asset Cost (≤20yr life)" },
450
- qip_present: { label: "QIP Present" },
451
- },
452
- sections: [
453
- {
454
- head: "§179 Expensing",
455
- fields: [
456
- "section_179_max_amount_L1", "section_179_cost_placed_L2", "threshold_reduction_L3",
457
- "dollar_limitation_L5", "section_179_expense_L12", "section_179_carryover_to_next_year_L13",
458
- ],
459
- },
460
- {
461
- head: "Bonus & MACRS Depreciation",
462
- fields: [
463
- "bonus_depreciation_claimed_L14", "macrs_prior_year_assets_L17",
464
- "macrs_current_year_gds", "macrs_current_year_ads",
465
- "amortization_starting_this_year_L42", "amortization_continuing_L43",
466
- "total_depreciation_L22",
467
- ],
468
- },
469
- {
470
- head: "Asset Summary",
471
- fields: ["fixed_asset_additions", "qualifying_asset_cost", "qip_present"],
472
- },
473
- ],
474
- };
475
- // ---------------------------------------------------------------------------
476
- // fixed_asset_schedule
477
- // ---------------------------------------------------------------------------
478
- const FIXED_ASSET_SCHEDULE = {
479
- fields: {
480
- total_original_cost: { label: "Total Original Cost" },
481
- total_accumulated_depreciation: { label: "Total Accumulated Depreciation" },
482
- total_net_book_value: { label: "Total Net Book Value" },
483
- fixed_asset_additions_current_year: { label: "Fixed Asset Additions (Current Year)" },
484
- qualifying_asset_cost: { label: "Qualifying Asset Cost (≤20yr life)" },
485
- ubia_total: { label: "UBIA of Qualified Property" },
486
- qip_value: { label: "QIP Value" },
487
- total_section_179_claimed: { label: "Total §179 Claimed" },
488
- total_bonus_depreciation_claimed: { label: "Total Bonus Depreciation Claimed" },
489
- },
490
- sections: [
491
- {
492
- head: "Asset Totals",
493
- fields: [
494
- "total_original_cost", "total_accumulated_depreciation", "total_net_book_value",
495
- "fixed_asset_additions_current_year", "qualifying_asset_cost",
496
- "ubia_total", "qip_value",
497
- "total_section_179_claimed", "total_bonus_depreciation_claimed",
498
- ],
499
- },
500
- ],
501
- };
502
- // ---------------------------------------------------------------------------
503
- // schedule_se
504
- // ---------------------------------------------------------------------------
505
- const SCHEDULE_SE = {
506
- fields: {
507
- net_profit_from_schedule_c_L1a: { label: "Net Profit from Schedule C", sourceRef: "L1a" },
508
- partnership_se_income: { label: "Partnership SE Income", sourceRef: "L2" },
509
- se_net_earnings_L3: { label: "SE Net Earnings", sourceRef: "L3" },
510
- ss_wage_base_portion_L4a: { label: "SS Wage Base Portion", sourceRef: "L4a" },
511
- medicare_portion_L4b: { label: "Medicare Portion", sourceRef: "L4b" },
512
- se_tax_amount_L4: { label: "SE Tax Amount", sourceRef: "L4" },
513
- se_half_deduction_L5: { label: "SE Half Deduction", sourceRef: "L5" },
514
- additional_medicare_tax: { label: "Additional Medicare Tax (0.9%)" },
515
- },
516
- sections: [
517
- {
518
- head: "Self-Employment Tax",
519
- fields: [
520
- "net_profit_from_schedule_c_L1a", "partnership_se_income",
521
- "se_net_earnings_L3", "ss_wage_base_portion_L4a", "medicare_portion_L4b",
522
- "se_tax_amount_L4", "se_half_deduction_L5", "additional_medicare_tax",
523
- ],
524
- },
525
- ],
526
- };
527
- // ---------------------------------------------------------------------------
528
- // form_8829 (Home Office)
529
- // ---------------------------------------------------------------------------
530
- const FORM_8829 = {
531
- fields: {
532
- home_office_method: { label: "Home Office Method" },
533
- home_office_sqft_L1: { label: "Home Office Sq Ft", sourceRef: "L1" },
534
- total_home_sqft_L2: { label: "Total Home Sq Ft", sourceRef: "L2" },
535
- business_use_pct_home_L3: { label: "Business Use %", sourceRef: "L3" },
536
- tentative_profit_L8: { label: "Tentative Profit (Schedule C L29)", sourceRef: "L8" },
537
- mortgage_interest_direct_L11: { label: "Mortgage Interest (Direct)", sourceRef: "L11" },
538
- real_estate_taxes_direct_L12: { label: "Real Estate Taxes (Direct)", sourceRef: "L12" },
539
- insurance_indirect_L17: { label: "Insurance (Indirect)", sourceRef: "L17" },
540
- rent_paid_indirect_L18: { label: "Rent Paid (Indirect)", sourceRef: "L18" },
541
- repairs_maintenance_indirect_L19: { label: "Repairs & Maintenance (Indirect)", sourceRef: "L19" },
542
- utilities_indirect_L20: { label: "Utilities (Indirect)", sourceRef: "L20" },
543
- total_indirect_expenses_L21: { label: "Total Indirect Expenses", sourceRef: "L21" },
544
- carryover_from_prior_year_L23: { label: "Carryover from Prior Year", sourceRef: "L23" },
545
- depreciation_of_home_L28: { label: "Depreciation of Home", sourceRef: "L28" },
546
- carryover_to_next_year_L29: { label: "Carryover to Next Year", sourceRef: "L29" },
547
- home_office_deduction_L30: { label: "Home Office Deduction", sourceRef: "L30" },
548
- own_or_rent_home: { label: "Own or Rent Home" },
549
- },
550
- sections: [
551
- {
552
- head: "Usage",
553
- fields: ["home_office_method", "own_or_rent_home", "home_office_sqft_L1", "total_home_sqft_L2", "business_use_pct_home_L3"],
554
- },
555
- {
556
- head: "Expenses",
557
- fields: [
558
- "tentative_profit_L8", "mortgage_interest_direct_L11", "real_estate_taxes_direct_L12",
559
- "insurance_indirect_L17", "rent_paid_indirect_L18", "repairs_maintenance_indirect_L19",
560
- "utilities_indirect_L20", "total_indirect_expenses_L21",
561
- ],
562
- },
563
- {
564
- head: "Deduction",
565
- fields: ["carryover_from_prior_year_L23", "depreciation_of_home_L28", "carryover_to_next_year_L29", "home_office_deduction_L30"],
566
- },
567
- ],
568
- };
569
- // ---------------------------------------------------------------------------
570
- // form_8889 (HSA)
571
- // ---------------------------------------------------------------------------
572
- const FORM_8889 = {
573
- fields: {
574
- hdhp_coverage_L1: { label: "HDHP Coverage", sourceRef: "L1" },
575
- hsa_contributions_L2: { label: "HSA Contributions", sourceRef: "L2" },
576
- age_55_catchup_contribution_L3: { label: "Age 55+ Catch-up Contribution", sourceRef: "L3" },
577
- archer_msa_contributions_L4: { label: "Archer MSA Contributions", sourceRef: "L4" },
578
- employer_contributions_L9: { label: "Employer HSA Contributions", sourceRef: "L9" },
579
- qualified_hsa_funding_distributions_L10: { label: "Qualified HSA Funding Distributions", sourceRef: "L10" },
580
- deductible_hsa_contributions_L13: { label: "Deductible HSA Contributions", sourceRef: "L13" },
581
- total_distributions_L14a: { label: "Total Distributions", sourceRef: "L14a" },
582
- qualified_medical_expenses_L15: { label: "Qualified Medical Expenses", sourceRef: "L15" },
583
- taxable_hsa_distributions_L16: { label: "Taxable HSA Distributions", sourceRef: "L16" },
584
- additional_20pct_tax_L17b: { label: "Additional 20% Tax", sourceRef: "L17b" },
585
- last_month_rule_inclusion_L21: { label: "Last-Month Rule Inclusion", sourceRef: "L21" },
586
- },
587
- sections: [
588
- {
589
- head: "Contributions",
590
- fields: [
591
- "hdhp_coverage_L1", "hsa_contributions_L2", "age_55_catchup_contribution_L3",
592
- "archer_msa_contributions_L4", "employer_contributions_L9",
593
- "qualified_hsa_funding_distributions_L10", "deductible_hsa_contributions_L13",
594
- ],
595
- },
596
- {
597
- head: "Distributions",
598
- fields: [
599
- "total_distributions_L14a", "qualified_medical_expenses_L15",
600
- "taxable_hsa_distributions_L16", "additional_20pct_tax_L17b", "last_month_rule_inclusion_L21",
601
- ],
602
- },
603
- ],
604
- };
605
- // ---------------------------------------------------------------------------
606
- // form_2553 (S-Corp Election)
607
- // ---------------------------------------------------------------------------
608
- const FORM_2553 = {
609
- fields: {
610
- s_corp_election_effective_date: { label: "S-Corp Election Effective Date" },
611
- s_corp_election_filed_date: { label: "S-Corp Election Filed Date" },
612
- s_corp_election_accepted_date: { label: "IRS Acceptance Date" },
613
- state_of_incorporation: { label: "State of Incorporation" },
614
- date_incorporated_or_formed: { label: "Date Incorporated / Formed" },
615
- selected_tax_year: { label: "Selected Tax Year" },
616
- service_center_filed_with: { label: "Service Center Filed With" },
617
- election_filed_present: { label: "Election Filed" },
618
- },
619
- sections: [
620
- {
621
- head: "S-Corp Election",
622
- fields: [
623
- "election_filed_present", "s_corp_election_effective_date",
624
- "s_corp_election_filed_date", "s_corp_election_accepted_date",
625
- "state_of_incorporation", "date_incorporated_or_formed",
626
- "selected_tax_year", "service_center_filed_with",
627
- ],
628
- },
629
- ],
630
- };
631
- // ---------------------------------------------------------------------------
632
- // form_1099_nec_summary
633
- // ---------------------------------------------------------------------------
634
- const FORM_1099_NEC_SUMMARY = {
635
- fields: {
636
- contractor_count: { label: "Contractor Count" },
637
- total_contractor_payments_box1: { label: "Total Contractor Payments", sourceRef: "Box 1 (sum)" },
638
- total_backup_withholding_box4: { label: "Total Backup Withholding", sourceRef: "Box 4 (sum)" },
639
- filing_date: { label: "Filing Date" },
640
- filed_electronically_flag: { label: "Filed Electronically" },
641
- },
642
- sections: [
643
- {
644
- head: "1099-NEC Summary",
645
- fields: [
646
- "contractor_count", "total_contractor_payments_box1",
647
- "total_backup_withholding_box4", "filing_date", "filed_electronically_flag",
648
- ],
649
- },
650
- ],
651
- };
652
- // ---------------------------------------------------------------------------
653
- // vehicle_mileage_log
654
- // ---------------------------------------------------------------------------
655
- const VEHICLE_MILEAGE_LOG = {
656
- fields: {
657
- vehicle_method: { label: "Deduction Method" },
658
- vehicle_year_make_model: { label: "Vehicle (Year / Make / Model)" },
659
- date_placed_in_service: { label: "Date Placed in Service" },
660
- total_miles: { label: "Total Miles" },
661
- business_miles: { label: "Business Miles" },
662
- commuting_miles: { label: "Commuting Miles" },
663
- other_personal_miles: { label: "Other Personal Miles" },
664
- business_use_pct: { label: "Business Use %" },
665
- mileage_rate_used: { label: "Mileage Rate Used" },
666
- parking_tolls: { label: "Parking & Tolls" },
667
- vehicle_deduction_standard_method: { label: "Vehicle Deduction (Standard Method)" },
668
- vehicle_cost_basis: { label: "Vehicle Cost Basis (Actual Method)" },
669
- },
670
- sections: [
671
- {
672
- head: "Vehicle & Usage",
673
- fields: [
674
- "vehicle_method", "vehicle_year_make_model", "date_placed_in_service",
675
- "total_miles", "business_miles", "commuting_miles", "other_personal_miles", "business_use_pct",
676
- ],
677
- },
678
- {
679
- head: "Deduction",
680
- fields: ["mileage_rate_used", "parking_tolls", "vehicle_deduction_standard_method", "vehicle_cost_basis"],
681
- },
682
- ],
683
- };
684
- // ---------------------------------------------------------------------------
685
- // rent_roll
686
- // ---------------------------------------------------------------------------
687
- const RENT_ROLL = {
688
- fields: {
689
- total_units: { label: "Total Units" },
690
- occupied_units: { label: "Occupied Units" },
691
- vacancy_rate: { label: "Vacancy Rate" },
692
- monthly_rent_roll: { label: "Monthly Rent Roll" },
693
- scheduled_annual_rent: { label: "Scheduled Annual Rent" },
694
- actual_rental_revenue: { label: "Actual Rental Revenue" },
695
- security_deposits_held: { label: "Security Deposits Held" },
696
- concessions_granted: { label: "Concessions Granted" },
697
- late_fees_collected: { label: "Late Fees Collected" },
698
- tenant_turnover_rate: { label: "Tenant Turnover Rate" },
699
- commercial_sqft_leased: { label: "Commercial Sq Ft Leased" },
700
- },
701
- sections: [
702
- {
703
- head: "Occupancy",
704
- fields: ["total_units", "occupied_units", "vacancy_rate", "tenant_turnover_rate"],
705
- },
706
- {
707
- head: "Revenue",
708
- fields: ["monthly_rent_roll", "scheduled_annual_rent", "actual_rental_revenue", "concessions_granted", "late_fees_collected"],
709
- },
710
- {
711
- head: "Other",
712
- fields: ["security_deposits_held", "commercial_sqft_leased"],
713
- },
714
- ],
715
- };
716
- // ---------------------------------------------------------------------------
717
- // mortgage_loan_documents
718
- // ---------------------------------------------------------------------------
719
- const MORTGAGE_LOAN_DOCUMENTS = {
720
- fields: {
721
- total_interest_expense_from_1098s: { label: "Total Interest Expense (1098s)" },
722
- total_principal_paid_current_year: { label: "Total Principal Paid (Current Year)" },
723
- points_paid_at_origination: { label: "Points Paid at Origination" },
724
- mortgage_insurance_premiums: { label: "Mortgage Insurance Premiums" },
725
- balloon_payment_risk: { label: "Balloon Payment Risk" },
726
- qualified_nonrecourse_flag: { label: "Qualified Nonrecourse" },
727
- },
728
- sections: [
729
- {
730
- head: "Loan Summary",
731
- fields: [
732
- "total_interest_expense_from_1098s", "total_principal_paid_current_year",
733
- "points_paid_at_origination", "mortgage_insurance_premiums",
734
- "balloon_payment_risk", "qualified_nonrecourse_flag",
735
- ],
736
- },
737
- ],
738
- };
739
- // ---------------------------------------------------------------------------
740
- // operating_agreement
741
- // ---------------------------------------------------------------------------
742
- const OPERATING_AGREEMENT = {
743
- fields: {
744
- state_of_formation: { label: "State of Formation" },
745
- formation_date: { label: "Formation Date" },
746
- fiscal_year_end_elected: { label: "Fiscal Year End" },
747
- member_count: { label: "Member Count" },
748
- distributions_paid_current_year: { label: "Distributions Paid (Current Year)" },
749
- buy_sell_provisions_present: { label: "Buy-Sell Provisions Present" },
750
- capital_call_provisions_present: { label: "Capital Call Provisions Present" },
751
- special_allocations_present: { label: "Special Allocations Present" },
752
- manager_compensation_terms: { label: "Manager Compensation Terms" },
753
- },
754
- sections: [
755
- {
756
- head: "Entity Details",
757
- fields: [
758
- "state_of_formation", "formation_date", "fiscal_year_end_elected", "member_count",
759
- "buy_sell_provisions_present", "capital_call_provisions_present", "special_allocations_present",
760
- ],
761
- },
762
- {
763
- head: "Economics",
764
- fields: ["distributions_paid_current_year", "manager_compensation_terms"],
6
+ exports.DOCUMENT_FIELD_CATALOG = {
7
+ federal_tax_return: {
8
+ sections: [
9
+ {
10
+ head: "Income",
11
+ fields: ["total_income", "wages", "business_income", "capital_gains", "other_income"],
12
+ },
13
+ {
14
+ head: "Deductions",
15
+ fields: ["total_deductions", "qbi_deduction", "standard_deduction", "itemized_deductions"],
16
+ },
17
+ {
18
+ head: "Tax",
19
+ fields: ["taxable_income", "total_tax", "self_employment_tax", "effective_rate"],
20
+ },
21
+ ],
22
+ fields: {
23
+ total_income: { label: "Total Income", sourceRef: "Form 1040 Line 9" },
24
+ wages: { label: "Wages & Salary", sourceRef: "Form 1040 Line 1a" },
25
+ business_income: { label: "Business Income (Schedule C)", sourceRef: "Form 1040 Line 8" },
26
+ capital_gains: { label: "Capital Gains", sourceRef: "Form 1040 Line 7" },
27
+ other_income: { label: "Other Income", sourceRef: "Form 1040 Line 8z" },
28
+ total_deductions: { label: "Total Deductions", sourceRef: "Form 1040 Line 12" },
29
+ qbi_deduction: { label: "QBI Deduction (§199A)", sourceRef: "Form 1040 Line 13" },
30
+ standard_deduction: { label: "Standard Deduction", sourceRef: "Form 1040 Line 12a" },
31
+ itemized_deductions: { label: "Itemized Deductions", sourceRef: "Schedule A Total" },
32
+ taxable_income: { label: "Taxable Income", sourceRef: "Form 1040 Line 15" },
33
+ total_tax: { label: "Total Tax", sourceRef: "Form 1040 Line 24" },
34
+ self_employment_tax: { label: "Self-Employment Tax", sourceRef: "Schedule SE" },
35
+ effective_rate: { label: "Effective Tax Rate" },
36
+ },
37
+ },
38
+ profit_loss: {
39
+ sections: [
40
+ {
41
+ head: "Revenue",
42
+ fields: ["total_revenue", "gross_revenue", "cost_of_goods_sold", "gross_profit"],
43
+ },
44
+ {
45
+ head: "Operating Expenses",
46
+ fields: ["total_expenses", "payroll_expense", "rent_expense", "depreciation", "other_expenses"],
47
+ },
48
+ {
49
+ head: "Net Income",
50
+ fields: ["net_income", "net_margin"],
51
+ },
52
+ ],
53
+ fields: {
54
+ total_revenue: { label: "Total Revenue" },
55
+ gross_revenue: { label: "Gross Revenue" },
56
+ cost_of_goods_sold: { label: "Cost of Goods Sold (COGS)" },
57
+ gross_profit: { label: "Gross Profit" },
58
+ total_expenses: { label: "Total Operating Expenses" },
59
+ payroll_expense: { label: "Payroll & Compensation" },
60
+ rent_expense: { label: "Rent / Lease" },
61
+ depreciation: { label: "Depreciation & Amortization" },
62
+ other_expenses: { label: "Other Expenses" },
63
+ net_income: { label: "Net Income" },
64
+ net_margin: { label: "Net Profit Margin" },
65
+ },
66
+ },
67
+ balance_sheet: {
68
+ sections: [
69
+ {
70
+ head: "Assets",
71
+ fields: ["total_assets", "current_assets", "cash", "accounts_receivable", "fixed_assets"],
72
+ },
73
+ {
74
+ head: "Liabilities",
75
+ fields: ["total_liabilities", "current_liabilities", "accounts_payable", "long_term_debt"],
76
+ },
77
+ {
78
+ head: "Equity",
79
+ fields: ["total_equity", "retained_earnings"],
80
+ },
81
+ ],
82
+ fields: {
83
+ total_assets: { label: "Total Assets" },
84
+ current_assets: { label: "Current Assets" },
85
+ cash: { label: "Cash & Equivalents" },
86
+ accounts_receivable: { label: "Accounts Receivable" },
87
+ fixed_assets: { label: "Fixed Assets (Net)" },
88
+ total_liabilities: { label: "Total Liabilities" },
89
+ current_liabilities: { label: "Current Liabilities" },
90
+ accounts_payable: { label: "Accounts Payable" },
91
+ long_term_debt: { label: "Long-Term Debt" },
92
+ total_equity: { label: "Total Equity" },
93
+ retained_earnings: { label: "Retained Earnings" },
94
+ },
95
+ },
96
+ schedule_k1_s_corp: {
97
+ sections: [
98
+ {
99
+ head: "Ordinary Income",
100
+ fields: ["ordinary_income", "net_rental_income", "interest_income", "dividend_income"],
101
+ },
102
+ {
103
+ head: "Deductions & Credits",
104
+ fields: ["section_179_deduction", "charitable_contributions", "credits"],
105
+ },
106
+ ],
107
+ fields: {
108
+ ordinary_income: { label: "Ordinary Business Income (Loss)", sourceRef: "K-1 Box 1" },
109
+ net_rental_income: { label: "Net Rental Real Estate Income", sourceRef: "K-1 Box 2" },
110
+ interest_income: { label: "Interest Income", sourceRef: "K-1 Box 4" },
111
+ dividend_income: { label: "Ordinary Dividends", sourceRef: "K-1 Box 5a" },
112
+ section_179_deduction: { label: "Section 179 Deduction", sourceRef: "K-1 Box 11" },
113
+ charitable_contributions: { label: "Charitable Contributions", sourceRef: "K-1 Box 12" },
114
+ credits: { label: "Credits", sourceRef: "K-1 Box 13" },
115
+ },
116
+ },
117
+ schedule_k1_partnership: {
118
+ sections: [
119
+ {
120
+ head: "Ordinary Income",
121
+ fields: ["ordinary_income", "net_rental_income", "guaranteed_payments", "interest_income"],
122
+ },
123
+ {
124
+ head: "Deductions & Credits",
125
+ fields: ["section_179_deduction", "charitable_contributions", "self_employment_earnings"],
126
+ },
127
+ ],
128
+ fields: {
129
+ ordinary_income: { label: "Ordinary Business Income (Loss)", sourceRef: "K-1 Box 1" },
130
+ net_rental_income: { label: "Net Rental Real Estate Income", sourceRef: "K-1 Box 2" },
131
+ guaranteed_payments: { label: "Guaranteed Payments", sourceRef: "K-1 Box 4" },
132
+ interest_income: { label: "Interest Income", sourceRef: "K-1 Box 5" },
133
+ section_179_deduction: { label: "Section 179 Deduction", sourceRef: "K-1 Box 12" },
134
+ charitable_contributions: { label: "Charitable Contributions", sourceRef: "K-1 Box 13" },
135
+ self_employment_earnings: { label: "Self-Employment Earnings", sourceRef: "K-1 Box 14" },
136
+ },
137
+ },
138
+ fixed_asset_schedule: {
139
+ sections: [
140
+ {
141
+ head: "Asset Summary",
142
+ fields: ["total_asset_cost", "total_accumulated_depreciation", "total_net_book_value", "bonus_depreciation_taken", "section_179_taken"],
143
+ },
144
+ ],
145
+ fields: {
146
+ total_asset_cost: { label: "Total Asset Cost Basis" },
147
+ total_accumulated_depreciation: { label: "Total Accumulated Depreciation" },
148
+ total_net_book_value: { label: "Total Net Book Value" },
149
+ bonus_depreciation_taken: { label: "Bonus Depreciation Taken" },
150
+ section_179_taken: { label: "Section 179 Deduction Taken" },
151
+ },
152
+ },
153
+ payroll_records: {
154
+ sections: [
155
+ {
156
+ head: "Payroll Summary",
157
+ fields: ["total_payroll", "owner_compensation", "employee_count", "total_wages", "employer_taxes"],
158
+ },
159
+ ],
160
+ fields: {
161
+ total_payroll: { label: "Total Payroll Cost" },
162
+ owner_compensation: { label: "Owner / Officer Compensation" },
163
+ employee_count: { label: "Employee Count" },
164
+ total_wages: { label: "Total Wages Paid" },
165
+ employer_taxes: { label: "Employer Payroll Taxes" },
166
+ },
167
+ },
168
+ form_1099_nec_summary: {
169
+ sections: [
170
+ {
171
+ head: "1099-NEC Summary",
172
+ fields: ["total_nec_payments", "contractor_count", "largest_single_payment"],
173
+ },
174
+ ],
175
+ fields: {
176
+ total_nec_payments: { label: "Total NEC Payments" },
177
+ contractor_count: { label: "Contractor Count" },
178
+ largest_single_payment: { label: "Largest Single Payment" },
179
+ },
180
+ },
181
+ state_tax_return: {
182
+ sections: [
183
+ {
184
+ head: "State Tax",
185
+ fields: ["state", "state_taxable_income", "state_tax_owed", "state_effective_rate", "state_credits"],
186
+ },
187
+ ],
188
+ fields: {
189
+ state: { label: "State" },
190
+ state_taxable_income: { label: "State Taxable Income" },
191
+ state_tax_owed: { label: "State Tax Owed" },
192
+ state_effective_rate: { label: "State Effective Rate" },
193
+ state_credits: { label: "State Credits Applied" },
765
194
  },
766
- ],
767
- };
768
- // ---------------------------------------------------------------------------
769
- // rd_activity_documentation
770
- // ---------------------------------------------------------------------------
771
- const RD_ACTIVITY_DOCUMENTATION = {
772
- fields: {
773
- r_d_activity_present: { label: "R&D Activity Present" },
774
- total_rd_expenses: { label: "Total R&D Expenses" },
775
- avg_prior_3yr_qres: { label: "Avg Prior 3-Year QREs" },
776
195
  },
777
- sections: [
778
- {
779
- head: "R&D Credit",
780
- fields: ["r_d_activity_present", "total_rd_expenses", "avg_prior_3yr_qres"],
781
- },
782
- ],
783
- };
784
- // ---------------------------------------------------------------------------
785
- // Master registry — keyed by backend documentType string
786
- // ---------------------------------------------------------------------------
787
- exports.DOCUMENT_FIELD_CATALOG = {
788
- profit_loss: PROFIT_LOSS,
789
- balance_sheet: BALANCE_SHEET,
790
- federal_tax_return: FEDERAL_TAX_RETURN,
791
- w3: W3,
792
- payroll_records: PAYROLL_RECORDS,
793
- schedule_k1_s_corp: SCHEDULE_K1_S_CORP,
794
- schedule_k1_partnership: SCHEDULE_K1_PARTNERSHIP,
795
- state_tax_return: STATE_TAX_RETURN,
796
- form_4562: FORM_4562,
797
- fixed_asset_schedule: FIXED_ASSET_SCHEDULE,
798
- schedule_se: SCHEDULE_SE,
799
- form_8829: FORM_8829,
800
- form_8889: FORM_8889,
801
- form_2553: FORM_2553,
802
- form_1099_nec_summary: FORM_1099_NEC_SUMMARY,
803
- vehicle_mileage_log: VEHICLE_MILEAGE_LOG,
804
- rent_roll: RENT_ROLL,
805
- mortgage_loan_documents: MORTGAGE_LOAN_DOCUMENTS,
806
- operating_agreement: OPERATING_AGREEMENT,
807
- rd_activity_documentation: RD_ACTIVITY_DOCUMENTATION,
808
196
  };