@paro.io/expert-shared-components 1.14.72 → 1.14.73
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.
- package/lib/components/DocumentCenter/ClientDocumentsTable.js +20 -23
- package/lib/components/TaxAxis/TaxAxisApi.d.ts +8 -0
- package/lib/components/TaxAxis/TaxAxisShell.js +27 -7
- package/lib/tax-axis/components/intake/IntakeCtaCards.d.ts +8 -2
- package/lib/tax-axis/components/intake/IntakeCtaCards.js +70 -7
- package/lib/tax-axis/components/intake/TaxAxisIntake.js +1 -1
- package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts +5 -1
- package/lib/tax-axis/components/processing/TaxAxisProcessing.js +27 -11
- package/lib/tax-axis/components/prospectReport/ProspectNextSteps.js +3 -1
- package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.d.ts +2 -0
- package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.js +78 -0
- package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.d.ts +7 -1
- package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.js +8 -6
- package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts +33 -1
- package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js +57 -56
- package/lib/tax-axis/lib/documentFieldCatalog.d.ts +5 -10
- package/lib/tax-axis/lib/documentFieldCatalog.js +115 -329
- package/package.json +1 -1
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"use strict";
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//
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//
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// Field defs provide human-readable labels and source line references.
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// Built from backend extraction schemas in paro-graphql-api/src/tax-axis/catalog/documentCatalog.ts.
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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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* Keyed by documentType string returned by the backend in parsedData.documentType.
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* When DocumentReviewModal receives parsedData, it looks up the documentType here
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* to get section groupings and field labels. Falls back to flat rendering if no entry.
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*/
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exports.DOCUMENT_FIELD_CATALOG = {
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profit_loss: {
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federal_tax_return: {
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sections: [
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{ head: "Revenue", fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"] },
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{
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head: "
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fields: [
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"total_operating_expenses",
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],
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head: "Income",
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fields: ["total_income", "wages", "business_income", "capital_gains", "other_income"],
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},
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{
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head: "Deductions",
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fields: ["total_deductions", "qbi_deduction", "standard_deduction", "itemized_deductions"],
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},
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{
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head: "Tax",
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fields: ["taxable_income", "total_tax", "self_employment_tax", "effective_rate"],
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},
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{ head: "Net Income", fields: ["net_operating_income", "income_tax_provision", "net_income"] },
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],
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fields: {
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travel: { label: "Travel", sourceRef: "" },
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business_meals: { label: "Meals & Entertainment", sourceRef: "Line 19" },
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office_supplies: { label: "Office Supplies", sourceRef: "" },
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insurance_nonhealth: { label: "Insurance (Non-Health)", sourceRef: "" },
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repairs_maintenance: { label: "Repairs & Maintenance", sourceRef: "" },
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bank_fees: { label: "Bank Fees", sourceRef: "" },
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contract_labor: { label: "Contract Labor", sourceRef: "" },
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mortgage_interest: { label: "Mortgage Interest", sourceRef: "" },
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business_interest_nonmortgage: { label: "Business Interest", sourceRef: "" },
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depreciation_expense: { label: "Depreciation", sourceRef: "Line 14" },
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amortization_expense: { label: "Amortization", sourceRef: "" },
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other_expenses: { label: "Other Expenses", sourceRef: "" },
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total_operating_expenses: { label: "Total Operating Expenses", sourceRef: "" },
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net_operating_income: { label: "Net Operating Income", sourceRef: "Line 21" },
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income_tax_provision: { label: "Income Tax Provision", sourceRef: "" },
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net_income: { label: "Net Income", sourceRef: "Line 30" },
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total_income: { label: "Total Income", sourceRef: "Form 1040 Line 9" },
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wages: { label: "Wages & Salary", sourceRef: "Form 1040 Line 1a" },
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business_income: { label: "Business Income (Schedule C)", sourceRef: "Form 1040 Line 8" },
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capital_gains: { label: "Capital Gains", sourceRef: "Form 1040 Line 7" },
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other_income: { label: "Other Income", sourceRef: "Form 1040 Line 8z" },
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total_deductions: { label: "Total Deductions", sourceRef: "Form 1040 Line 12" },
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qbi_deduction: { label: "QBI Deduction (§199A)", sourceRef: "Form 1040 Line 13" },
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standard_deduction: { label: "Standard Deduction", sourceRef: "Form 1040 Line 12a" },
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itemized_deductions: { label: "Itemized Deductions", sourceRef: "Schedule A Total" },
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taxable_income: { label: "Taxable Income", sourceRef: "Form 1040 Line 15" },
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total_tax: { label: "Total Tax", sourceRef: "Form 1040 Line 24" },
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self_employment_tax: { label: "Self-Employment Tax", sourceRef: "Schedule SE" },
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effective_rate: { label: "Effective Tax Rate" },
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},
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},
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balance_sheet: {
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profit_loss: {
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sections: [
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{
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head: "
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fields: [
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"cash_and_equivalents", "accounts_receivable",
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"allowance_for_doubtful_accounts", "prepaid_expenses", "inventory",
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"total_current_assets", "property_equipment_gross",
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"accumulated_depreciation", "property_equipment_net",
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"intangible_assets_gross", "accumulated_amortization",
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"intangible_assets_net", "security_deposits_held_as_asset", "total_assets",
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],
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head: "Revenue",
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fields: ["total_revenue", "gross_revenue", "cost_of_goods_sold", "gross_profit"],
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},
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{
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head: "
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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",
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"total_current_liabilities", "long_term_debt", "total_liabilities",
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],
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head: "Operating Expenses",
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fields: ["total_expenses", "payroll_expense", "rent_expense", "depreciation", "other_expenses"],
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},
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{
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head: "
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fields: [
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"common_stock_par_value", "additional_paid_in_capital",
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"retained_earnings", "aaa_balance", "owners_equity",
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"total_equity", "total_liabilities_and_equity",
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],
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head: "Net Income",
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fields: ["net_income", "net_margin"],
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},
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],
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fields: {
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intangible_assets_net: { label: "Intangible Assets (Net)", sourceRef: "" },
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security_deposits_held_as_asset: { label: "Security Deposits", sourceRef: "" },
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total_assets: { label: "Total Assets", sourceRef: "Line 11" },
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accounts_payable: { label: "Accounts Payable", sourceRef: "Line 15" },
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accrued_liabilities: { label: "Accrued Liabilities", sourceRef: "" },
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deferred_revenue: { label: "Deferred Revenue", sourceRef: "" },
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short_term_debt: { label: "Short-Term Debt", sourceRef: "" },
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long_term_debt_current_portion: { label: "Current Portion of LT Debt", sourceRef: "" },
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total_current_liabilities: { label: "Total Current Liabilities", sourceRef: "" },
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long_term_debt: { label: "Long-Term Debt", sourceRef: "Line 17" },
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total_liabilities: { label: "Total Liabilities", sourceRef: "Line 22" },
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common_stock_par_value: { label: "Common Stock", sourceRef: "" },
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additional_paid_in_capital: { label: "Additional Paid-in Capital", sourceRef: "" },
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retained_earnings: { label: "Retained Earnings", sourceRef: "Line 24" },
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aaa_balance: { label: "AAA Balance", sourceRef: "" },
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owners_equity: { label: "Owner's Equity", sourceRef: "" },
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total_equity: { label: "Total Equity", sourceRef: "Line 27" },
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total_liabilities_and_equity: { label: "Total Liabilities & Equity", sourceRef: "" },
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total_revenue: { label: "Total Revenue" },
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gross_revenue: { label: "Gross Revenue" },
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cost_of_goods_sold: { label: "Cost of Goods Sold (COGS)" },
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gross_profit: { label: "Gross Profit" },
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total_expenses: { label: "Total Operating Expenses" },
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payroll_expense: { label: "Payroll & Compensation" },
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rent_expense: { label: "Rent / Lease" },
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depreciation: { label: "Depreciation & Amortization" },
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other_expenses: { label: "Other Expenses" },
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net_income: { label: "Net Income" },
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net_margin: { label: "Net Profit Margin" },
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},
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},
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federal_tax_return: {
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balance_sheet: {
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sections: [
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{
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head: "
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fields: [
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"entity_tax_classification", "ein", "date_incorporated",
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"accounting_method_box", "industry_naics",
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"amended_return_flag", "initial_return_flag", "final_return_flag",
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],
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},
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{
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head: "Income",
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fields: [
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"gross_receipts_L1a", "returns_and_allowances_L1b", "revenue",
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"cost_of_goods_sold", "gross_profit", "total_income",
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],
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head: "Assets",
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fields: ["total_assets", "current_assets", "cash", "accounts_receivable", "fixed_assets"],
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},
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{
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head: "
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fields: [
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"compensation_of_officers_line", "salaries_wages_line",
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"repairs_maintenance", "rent_expense_line",
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"taxes_and_licenses_line", "interest_expense_line",
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"charitable_contributions", "depreciation_line",
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"advertising_expense", "pension_profit_sharing",
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"employee_benefit_programs", "other_deductions_line",
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"total_deductions",
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],
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head: "Liabilities",
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fields: ["total_liabilities", "current_liabilities", "accounts_payable", "long_term_debt"],
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},
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{
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head: "
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fields: [
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"net_income", "nol_deduction", "total_tax",
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"estimated_tax_payments", "tax_due_or_overpayment",
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"self_emp_hi",
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],
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head: "Equity",
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fields: ["total_equity", "retained_earnings"],
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},
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],
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fields: {
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cost_of_goods_sold: { label: "Cost of Goods Sold", sourceRef: "Line 2" },
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gross_profit: { label: "Gross Profit", sourceRef: "Line 3" },
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total_income: { label: "Total Income", sourceRef: "Line 6" },
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compensation_of_officers_line: { label: "Officer Compensation", sourceRef: "Line 7" },
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salaries_wages_line: { label: "Salaries & Wages", sourceRef: "Line 8" },
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repairs_maintenance: { label: "Repairs & Maintenance", sourceRef: "Line 9" },
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rent_expense_line: { label: "Rent Expense", sourceRef: "Line 11" },
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taxes_and_licenses_line: { label: "Taxes & Licenses", sourceRef: "Line 12" },
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interest_expense_line: { label: "Interest Expense", sourceRef: "Line 13" },
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charitable_contributions: { label: "Charitable Contributions", sourceRef: "Line 19" },
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depreciation_line: { label: "Depreciation", sourceRef: "Line 14" },
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advertising_expense: { label: "Advertising", sourceRef: "Line 16" },
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pension_profit_sharing: { label: "Pension & Profit Sharing", sourceRef: "Line 17" },
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employee_benefit_programs: { label: "Employee Benefits", sourceRef: "Line 18" },
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other_deductions_line: { label: "Other Deductions", sourceRef: "Line 19" },
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total_deductions: { label: "Total Deductions", sourceRef: "Line 20" },
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net_income: { label: "Net Income", sourceRef: "Line 21" },
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nol_deduction: { label: "NOL Deduction", sourceRef: "Line 29a" },
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total_tax: { label: "Total Tax", sourceRef: "Line 31" },
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estimated_tax_payments: { label: "Estimated Tax Payments", sourceRef: "Line 32b" },
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tax_due_or_overpayment: { label: "Tax Due / Overpayment", sourceRef: "" },
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self_emp_hi: { label: "Self-Employed Health Insurance", sourceRef: "Sch 1 L17" },
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total_assets: { label: "Total Assets" },
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current_assets: { label: "Current Assets" },
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cash: { label: "Cash & Equivalents" },
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accounts_receivable: { label: "Accounts Receivable" },
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fixed_assets: { label: "Fixed Assets (Net)" },
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total_liabilities: { label: "Total Liabilities" },
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current_liabilities: { label: "Current Liabilities" },
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accounts_payable: { label: "Accounts Payable" },
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long_term_debt: { label: "Long-Term Debt" },
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total_equity: { label: "Total Equity" },
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retained_earnings: { label: "Retained Earnings" },
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},
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w3: {
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schedule_k1_s_corp: {
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sections: [
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{
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head: "
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fields: [
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"wages_tips_other_compensation_box1", "federal_income_tax_withheld_box2",
|
|
211
|
-
"social_security_wages_box3", "social_security_tax_withheld_box4",
|
|
212
|
-
"medicare_wages_box5", "medicare_tax_withheld_box6",
|
|
213
|
-
"social_security_tips_box7", "allocated_tips_box8",
|
|
214
|
-
],
|
|
99
|
+
head: "Ordinary Income",
|
|
100
|
+
fields: ["ordinary_income", "net_rental_income", "interest_income", "dividend_income"],
|
|
215
101
|
},
|
|
216
102
|
{
|
|
217
|
-
head: "
|
|
218
|
-
fields: [
|
|
219
|
-
"dependent_care_benefits_box10", "nonqualified_plans_box11",
|
|
220
|
-
"owner_w2_comp", "employees",
|
|
221
|
-
],
|
|
103
|
+
head: "Deductions & Credits",
|
|
104
|
+
fields: ["section_179_deduction", "charitable_contributions", "credits"],
|
|
222
105
|
},
|
|
223
106
|
],
|
|
224
107
|
fields: {
|
|
225
|
-
|
|
226
|
-
|
|
227
|
-
|
|
228
|
-
|
|
229
|
-
|
|
230
|
-
|
|
231
|
-
|
|
232
|
-
allocated_tips_box8: { label: "Allocated Tips", sourceRef: "Box 8" },
|
|
233
|
-
dependent_care_benefits_box10: { label: "Dependent Care Benefits", sourceRef: "Box 10" },
|
|
234
|
-
nonqualified_plans_box11: { label: "Nonqualified Plans", sourceRef: "Box 11" },
|
|
235
|
-
owner_w2_comp: { label: "Owner W-2 Compensation", sourceRef: "Box 1 (Officer)" },
|
|
236
|
-
employees: { label: "Number of Employees", sourceRef: "Box d" },
|
|
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" },
|
|
237
115
|
},
|
|
238
116
|
},
|
|
239
|
-
|
|
240
|
-
payroll_records: {
|
|
117
|
+
schedule_k1_partnership: {
|
|
241
118
|
sections: [
|
|
242
119
|
{
|
|
243
|
-
head: "
|
|
244
|
-
fields: [
|
|
245
|
-
"employees", "w2_wages_paid_total",
|
|
246
|
-
"total_federal_withholding", "total_ss_withholding",
|
|
247
|
-
"total_medicare_withholding",
|
|
248
|
-
],
|
|
120
|
+
head: "Ordinary Income",
|
|
121
|
+
fields: ["ordinary_income", "net_rental_income", "guaranteed_payments", "interest_income"],
|
|
249
122
|
},
|
|
250
123
|
{
|
|
251
|
-
head: "
|
|
252
|
-
fields: [
|
|
253
|
-
"employer_fica_match", "employer_futa_paid",
|
|
254
|
-
"employer_401k_match_total", "bonuses_paid_total",
|
|
255
|
-
"commissions_paid_total", "overtime_pay_total",
|
|
256
|
-
"tip_income_reported",
|
|
257
|
-
],
|
|
124
|
+
head: "Deductions & Credits",
|
|
125
|
+
fields: ["section_179_deduction", "charitable_contributions", "self_employment_earnings"],
|
|
258
126
|
},
|
|
259
127
|
],
|
|
260
128
|
fields: {
|
|
261
|
-
|
|
262
|
-
|
|
263
|
-
|
|
264
|
-
|
|
265
|
-
|
|
266
|
-
|
|
267
|
-
|
|
268
|
-
employer_401k_match_total: { label: "401(k) Match Total", sourceRef: "" },
|
|
269
|
-
bonuses_paid_total: { label: "Bonuses Paid", sourceRef: "" },
|
|
270
|
-
commissions_paid_total: { label: "Commissions Paid", sourceRef: "" },
|
|
271
|
-
overtime_pay_total: { label: "Overtime Pay", sourceRef: "" },
|
|
272
|
-
tip_income_reported: { label: "Tip Income Reported", sourceRef: "" },
|
|
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" },
|
|
273
136
|
},
|
|
274
137
|
},
|
|
275
|
-
// ── Fixed Asset Schedule ──
|
|
276
138
|
fixed_asset_schedule: {
|
|
277
139
|
sections: [
|
|
278
140
|
{
|
|
279
|
-
head: "Summary",
|
|
280
|
-
fields: [
|
|
281
|
-
"total_original_cost", "total_accumulated_depreciation",
|
|
282
|
-
"total_net_book_value", "fixed_asset_additions_current_year",
|
|
283
|
-
"qualifying_asset_cost",
|
|
284
|
-
],
|
|
285
|
-
},
|
|
286
|
-
{
|
|
287
|
-
head: "Depreciation & Amortization",
|
|
288
|
-
fields: [
|
|
289
|
-
"total_section_179_claimed", "total_bonus_depreciation_claimed",
|
|
290
|
-
"qip_value", "ubia_total",
|
|
291
|
-
],
|
|
141
|
+
head: "Asset Summary",
|
|
142
|
+
fields: ["total_asset_cost", "total_accumulated_depreciation", "total_net_book_value", "bonus_depreciation_taken", "section_179_taken"],
|
|
292
143
|
},
|
|
293
144
|
],
|
|
294
145
|
fields: {
|
|
295
|
-
|
|
296
|
-
total_accumulated_depreciation: { label: "Accumulated Depreciation"
|
|
297
|
-
total_net_book_value: { label: "Net Book Value"
|
|
298
|
-
|
|
299
|
-
|
|
300
|
-
total_section_179_claimed: { label: "Section 179 Claimed", sourceRef: "" },
|
|
301
|
-
total_bonus_depreciation_claimed: { label: "Bonus Depreciation Claimed", sourceRef: "" },
|
|
302
|
-
qip_value: { label: "QIP Value", sourceRef: "" },
|
|
303
|
-
ubia_total: { label: "UBIA Total", sourceRef: "" },
|
|
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" },
|
|
304
151
|
},
|
|
305
152
|
},
|
|
306
|
-
|
|
307
|
-
state_tax_return: {
|
|
153
|
+
payroll_records: {
|
|
308
154
|
sections: [
|
|
309
155
|
{
|
|
310
|
-
head: "
|
|
311
|
-
fields: ["
|
|
312
|
-
},
|
|
313
|
-
{
|
|
314
|
-
head: "Tax Computation",
|
|
315
|
-
fields: [
|
|
316
|
-
"apportionment_factor", "state_taxable_income", "state_tax_paid",
|
|
317
|
-
"state_estimated_payments_made", "pte_election_status", "pte_tax_paid",
|
|
318
|
-
"il_replacement_tax",
|
|
319
|
-
],
|
|
156
|
+
head: "Payroll Summary",
|
|
157
|
+
fields: ["total_payroll", "owner_compensation", "employee_count", "total_wages", "employer_taxes"],
|
|
320
158
|
},
|
|
321
159
|
],
|
|
322
160
|
fields: {
|
|
323
|
-
|
|
324
|
-
|
|
325
|
-
|
|
326
|
-
|
|
327
|
-
|
|
328
|
-
state_tax_paid: { label: "State Tax Paid", sourceRef: "Total" },
|
|
329
|
-
state_estimated_payments_made: { label: "Estimated Payments Made", sourceRef: "" },
|
|
330
|
-
pte_election_status: { label: "PTE Election Status", sourceRef: "" },
|
|
331
|
-
pte_tax_paid: { label: "PTE Tax Paid", sourceRef: "" },
|
|
332
|
-
il_replacement_tax: { label: "IL Replacement Tax", sourceRef: "" },
|
|
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" },
|
|
333
166
|
},
|
|
334
167
|
},
|
|
335
|
-
|
|
336
|
-
form_4562: {
|
|
168
|
+
form_1099_nec_summary: {
|
|
337
169
|
sections: [
|
|
338
170
|
{
|
|
339
|
-
head: "
|
|
340
|
-
fields: [
|
|
341
|
-
"section_179_max_amount_L1", "section_179_cost_placed_L2",
|
|
342
|
-
"dollar_limitation_L5", "section_179_expense_L12",
|
|
343
|
-
"section_179_carryover_to_next_year_L13",
|
|
344
|
-
],
|
|
345
|
-
},
|
|
346
|
-
{
|
|
347
|
-
head: "MACRS & Bonus",
|
|
348
|
-
fields: [
|
|
349
|
-
"bonus_depreciation_claimed_L14", "bonus_elected_out_flag",
|
|
350
|
-
"macrs_prior_year_assets_L17", "macrs_current_year_gds",
|
|
351
|
-
"macrs_current_year_ads",
|
|
352
|
-
],
|
|
353
|
-
},
|
|
354
|
-
{
|
|
355
|
-
head: "Totals",
|
|
356
|
-
fields: [
|
|
357
|
-
"total_depreciation_L22", "fixed_asset_additions",
|
|
358
|
-
"qualifying_asset_cost", "qip_present",
|
|
359
|
-
],
|
|
171
|
+
head: "1099-NEC Summary",
|
|
172
|
+
fields: ["total_nec_payments", "contractor_count", "largest_single_payment"],
|
|
360
173
|
},
|
|
361
174
|
],
|
|
362
175
|
fields: {
|
|
363
|
-
|
|
364
|
-
|
|
365
|
-
|
|
366
|
-
section_179_expense_L12: { label: "§179 Expense Deduction", sourceRef: "Line 12" },
|
|
367
|
-
section_179_carryover_to_next_year_L13: { label: "§179 Carryover", sourceRef: "Line 13" },
|
|
368
|
-
bonus_depreciation_claimed_L14: { label: "Bonus Depreciation", sourceRef: "Line 14" },
|
|
369
|
-
bonus_elected_out_flag: { label: "Bonus Elected Out", sourceRef: "Election" },
|
|
370
|
-
macrs_prior_year_assets_L17: { label: "MACRS Prior Year Assets", sourceRef: "Line 17" },
|
|
371
|
-
macrs_current_year_gds: { label: "MACRS Current Year (GDS)", sourceRef: "Section B" },
|
|
372
|
-
macrs_current_year_ads: { label: "MACRS Current Year (ADS)", sourceRef: "Section C" },
|
|
373
|
-
total_depreciation_L22: { label: "Total Depreciation", sourceRef: "Line 22" },
|
|
374
|
-
fixed_asset_additions: { label: "Fixed Asset Additions", sourceRef: "" },
|
|
375
|
-
qualifying_asset_cost: { label: "Qualifying Asset Cost", sourceRef: "≤20yr" },
|
|
376
|
-
qip_present: { label: "QIP Present", sourceRef: "" },
|
|
176
|
+
total_nec_payments: { label: "Total NEC Payments" },
|
|
177
|
+
contractor_count: { label: "Contractor Count" },
|
|
178
|
+
largest_single_payment: { label: "Largest Single Payment" },
|
|
377
179
|
},
|
|
378
180
|
},
|
|
379
|
-
|
|
380
|
-
form_8889: {
|
|
181
|
+
state_tax_return: {
|
|
381
182
|
sections: [
|
|
382
183
|
{
|
|
383
|
-
head: "
|
|
384
|
-
fields: [
|
|
385
|
-
"hdhp_coverage_L1", "hsa_contributions_L2",
|
|
386
|
-
"age_55_catchup_contribution_L3", "employer_contributions_L9",
|
|
387
|
-
"deductible_hsa_contributions_L13",
|
|
388
|
-
],
|
|
389
|
-
},
|
|
390
|
-
{
|
|
391
|
-
head: "Distributions",
|
|
392
|
-
fields: [
|
|
393
|
-
"total_distributions_L14a", "qualified_medical_expenses_L15",
|
|
394
|
-
"taxable_hsa_distributions_L16", "additional_20pct_tax_L17b",
|
|
395
|
-
],
|
|
184
|
+
head: "State Tax",
|
|
185
|
+
fields: ["state", "state_taxable_income", "state_tax_owed", "state_effective_rate", "state_credits"],
|
|
396
186
|
},
|
|
397
187
|
],
|
|
398
188
|
fields: {
|
|
399
|
-
|
|
400
|
-
|
|
401
|
-
|
|
402
|
-
|
|
403
|
-
|
|
404
|
-
total_distributions_L14a: { label: "Total Distributions", sourceRef: "Line 14a" },
|
|
405
|
-
qualified_medical_expenses_L15: { label: "Qualified Medical Expenses", sourceRef: "Line 15" },
|
|
406
|
-
taxable_hsa_distributions_L16: { label: "Taxable HSA Distributions", sourceRef: "Line 16" },
|
|
407
|
-
additional_20pct_tax_L17b: { label: "Additional 20% Tax", sourceRef: "Line 17b" },
|
|
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" },
|
|
408
194
|
},
|
|
409
195
|
},
|
|
410
196
|
};
|