@paro.io/expert-shared-components 1.14.74 → 1.14.75

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -195,20 +195,68 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         }
     }), [taxAxisApi]);
     // On mount: if a sessionId was injected (e.g. returning to an existing session),
-    // reload the last GENERATION llmRun so the report screens get live data.
+    // fetch the session stage and resume at the correct step.
     (0, react_1.useEffect)(() => {
-        if (!initialSessionId || !taxAxisApi.getLlmRun)
+        if (!initialSessionId)
             return;
-        taxAxisApi.getLlmRun(initialSessionId, 'GENERATION')
-            .then((run) => {
-            if (run === null || run === void 0 ? void 0 : run.outputPayload) {
-                setLlmResult(run.outputPayload);
+        taxAxisApi.getSession(initialSessionId)
+            .then((session) => __awaiter(void 0, void 0, void 0, function* () {
+            var _a;
+            if (!session)
+                return;
+            // Restore profile from session fields so DOCUMENT_UPLOAD header renders correctly
+            setSessionId(initialSessionId);
+            setProfile((prev) => {
+                var _a, _b, _c, _d, _e, _f, _g, _h;
+                return prev !== null && prev !== void 0 ? prev : {
+                    bizName: (_a = session.businessName) !== null && _a !== void 0 ? _a : '',
+                    entity: (_b = session.entityType) !== null && _b !== void 0 ? _b : '',
+                    industry: (_c = session.industry) !== null && _c !== void 0 ? _c : '',
+                    year: String((_d = session.taxYear) !== null && _d !== void 0 ? _d : new Date().getFullYear()),
+                    revenue: String((_e = session.annualRevenue) !== null && _e !== void 0 ? _e : ''),
+                    ownerComp: String((_f = session.w2Compensation) !== null && _f !== void 0 ? _f : ''),
+                    employees: String((_g = session.employeeCount) !== null && _g !== void 0 ? _g : ''),
+                    states: (_h = session.states) !== null && _h !== void 0 ? _h : [],
+                };
+            });
+            const stage = (_a = session.stage) !== null && _a !== void 0 ? _a : '';
+            if (stage === 'REPORT_READY' || stage === 'COMPLETED') {
+                // Load LLM run data and jump to dashboard
+                if (taxAxisApi.getLlmRun) {
+                    try {
+                        const run = yield taxAxisApi.getLlmRun(initialSessionId, 'GENERATION');
+                        if (run === null || run === void 0 ? void 0 : run.outputPayload) {
+                            setLlmResult(run.outputPayload);
+                        }
+                    }
+                    catch ( /* non-blocking */_b) { /* non-blocking */ }
+                }
+                yield fetchAndSetParsedDocuments(initialSessionId);
                 setStep('DASHBOARD');
-                fetchAndSetParsedDocuments(initialSessionId);
+                if (onSessionChange)
+                    onSessionChange(initialSessionId);
+                return;
+            }
+            if (stage === 'LLM_RUNNING' || stage === 'EVAL_RUNNING') {
+                // Jump straight to processing screen and start polling
+                setStep('PROCESSING');
+                pollForResult(initialSessionId);
+                if (onSessionChange)
+                    onSessionChange(initialSessionId);
+                return;
             }
-        })
-            .catch(() => { });
-        // fetchAndSetParsedDocuments intentionally excluded: only runs on mount for initial session restore
+            // INITIALIZED, DOCUMENTS_UPLOADED, PARSING, PARSED, EXTRACTION_REVIEW, FAILED, EVAL_FAILED
+            // Resume at document upload so the user can review/add documents or retry
+            setStep('DOCUMENT_UPLOAD');
+            if (onSessionChange)
+                onSessionChange(initialSessionId);
+        }))
+            .catch(() => {
+            // On error fall back to SESSION_SETUP — clear skeleton so page isn't stuck
+            if (onSessionChange)
+                onSessionChange(null);
+        });
+        // fetchAndSetParsedDocuments and pollForResult intentionally excluded: only runs on mount
         // eslint-disable-next-line react-hooks/exhaustive-deps
     }, [initialSessionId]);
     const updateSessionId = (0, react_1.useCallback)((nextSessionId) => {

package/lib/tax-axis/components/intake/ClientParametersSection.js

@@ -80,13 +80,6 @@ function ClientParametersSection({ userContext = "expert", }) {
             setValue("period", "YTD");
         }
     }, [isCurrentOrFuture, setValue]);
-    // Auto-select 21% federal rate for C-Corporations (flat TCJA rate)
-    const selectedEntity = watch("entity");
-    react_1.default.useEffect(() => {
-        if (selectedEntity === "C-Corporation") {
-            setValue("federalRate", "21%");
-        }
-    }, [selectedEntity, setValue]);
     const [expanded, setExpanded] = (0, react_1.useState)(true);
     return (react_1.default.createElement(TaxAxisCard_1.TaxAxisCard, null,
         react_1.default.createElement("div", { onClick: () => setExpanded((prev) => !prev), className: "flex items-center justify-between cursor-pointer", style: { marginBottom: expanded ? 14 : 0 } },

package/lib/tax-axis/components/intake/RefineAnalysisSection.js

@@ -42,7 +42,7 @@ const SSTB_OPTIONS = ["Yes", "No", "Unsure"];
 const REAL_ESTATE_OPTIONS = ["No", "Yes — Commercial", "Yes — Residential", "Yes — Both"];
 const ITEMIZES_OPTIONS = ["Yes", "No", "Unsure"];
 const SINGLE_OWNER_OPTIONS = ["Yes", "No"];
-const FEDERAL_RATE_OPTIONS = ["10%", "12%", "21%", "22%", "24%", "32%", "35%", "37%"];
+const FEDERAL_RATE_OPTIONS = ["10%", "12%", "22%", "24%", "32%", "35%", "37%"];
 const TAX_DATA_YEARS_OPTIONS = ["1 year", "2 years", "3 years", "4 years", "5 years"];
 // Risk Tolerance: mock stores first char ("1"-"5") as value.
 // NOTE: intakeDefaultValues sets riskTolerance to "M" (spec) but the mock

package/lib/tax-axis/components/intake/StrategyRadar.js

@@ -110,7 +110,7 @@ function StrategyRadar({ profile }) {
     // so [profile] as a dep would never re-fire the memo on field changes
     const profileKey = JSON.stringify(profile);
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(safeProfile), [profileKey]);
-    const fedRate = entity === "C-Corporation" ? 0.21 : parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
+    const fedRate = parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
     const stateRate = parseFloat(profile.stateRate || "4.95") / 100;
     const netIncome = parseInt((profile.netIncome || "0").replace(/,/g, "")) || Math.round(rev * 0.3);
     let loSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);

package/lib/tax-axis/components/intake/intakeSchema.js

@@ -59,33 +59,33 @@ exports.intakeSchema = Yup.object().shape({
     period: Yup.string().ensure(),
 });
 exports.intakeDefaultValues = {
-    bizName: "Ironclad Systems, Inc.",
-    cpaName: "Amar",
+    bizName: "",
+    cpaName: "",
     entity: "C-Corporation",
-    industry: "Technology",
-    revenue: "2150000",
-    netIncome: "410000",
-    ownerComp: "405000",
-    employees: "11",
-    year: "2023",
-    states: ["GA"],
+    industry: "Professional Services",
+    revenue: "",
+    netIncome: "",
+    ownerComp: "",
+    employees: "",
+    year: "2026",
+    states: [],
     filingStatus: "MFJ",
-    age: "45",
+    age: "",
     sstb: "No",
     ownsRealEstate: "No",
     itemizesDeductions: "No",
-    singleOwner: "No",
-    equipmentPurchased: "87000",
+    singleOwner: "Yes",
+    equipmentPurchased: "0",
     realEstateValue: "0",
     capitalGains: "0",
-    federalRate: "22%",
-    stateRate: "5.39",
+    federalRate: "24%",
+    stateRate: "",
     taxDataYears: "1 year",
     riskTolerance: "3",
     overtimePremium: "0",
     tipIncomePct: "0",
     retirementContributions: "0",
-    hdhpEnrolled: "Yes",
+    hdhpEnrolled: "No",
     hsaContributions: "0",
     wotcHires: "No",
     familyEmployed: "No",

package/lib/tax-axis/components/prospectReport/SampleAnalysisPreview.d.ts

@@ -2,9 +2,6 @@ import React from "react";
 interface SampleAnalysisPreviewProps {
     sectionNum: string;
     eligibleCount: number;
-    fedRatePct?: number;
-    stateRatePct?: number;
-    stateCode?: string;
 }
-export declare function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct, stateRatePct, stateCode }: SampleAnalysisPreviewProps): React.JSX.Element;
+export declare function SampleAnalysisPreview({ sectionNum, eligibleCount }: SampleAnalysisPreviewProps): React.JSX.Element;
 export {};

package/lib/tax-axis/components/prospectReport/SampleAnalysisPreview.js

@@ -26,9 +26,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.SampleAnalysisPreview = SampleAnalysisPreview;
 const react_1 = __importStar(require("react"));
 const theme_1 = require("./theme");
-function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, stateRatePct = 4.95, stateCode = "IL" }) {
-    const fedRateDecimal = (fedRatePct / 100).toFixed(2);
-    const stateRateDecimal = (stateRatePct / 100).toFixed(4);
+function SampleAnalysisPreview({ sectionNum, eligibleCount }) {
     return (react_1.default.createElement("div", { style: { marginBottom: 24 } },
         react_1.default.createElement("div", { style: { display: "flex", alignItems: "baseline", gap: 10, marginBottom: 6 } },
             react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.body } }, sectionNum),
@@ -64,12 +62,12 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, sta
                     react_1.default.createElement("span", { style: { color: theme_1.T.orange, fontWeight: 700 } }, "\u00B7 illustrative")),
                 react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr auto", gap: "6px 16px", fontSize: 11, fontFamily: theme_1.T.mono, marginBottom: 6 } }, [
                     ["state_income_attributable_to_owner", "$1,750,000"],
-                    ["state_rate", `${stateRateDecimal} (${stateCode})`],
+                    ["state_rate", "0.0495 (IL)"],
                     ["filing_status", "mfj"],
                     ["MAGI_PROXY: net_income", "$1,750,000"],
                     ["EFFECTIVE_SALT_CAP", "$0  (fully phased out by MFJ income)"],
-                    ["federal_marginal_rate", fedRateDecimal],
-                    ["state_credit_rate", `1.00 (${stateCode} full credit)`],
+                    ["federal_marginal_rate", "0.24"],
+                    ["state_credit_rate", "1.00 (IL full credit)"],
                     ["pte_tax_paid", "$86,625"],
                 ].map(([k, v]) => (react_1.default.createElement(react_1.Fragment, { key: k },
                     react_1.default.createElement("span", { style: { color: theme_1.T.text3 } }, k),
@@ -81,8 +79,8 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, sta
                     { doc: "Form 1120-S", line: "Line 12 \u00B7 Taxes and licenses", field: "pte_tax_paid" },
                     { doc: "Schedule K-1", line: "Box 16, Code A \u00B7 State tax credit info", field: "state_credit_pass_through" },
                     { doc: "Form 1040 Sch A", line: "Line 5a \u00B7 State and local income tax", field: "salt_paid" },
-                    { doc: `State Return (${stateCode}-1120-ST)`, line: "PTE election line items", field: "pte_election_status" },
-                    { doc: "Parser-injected", line: `state_pte_lookup[${stateCode}]`, field: "state_credit_rate, pte_deadline" },
+                    { doc: "State Return (IL-1120-ST)", line: "PTE election line items", field: "pte_election_status" },
+                    { doc: "Parser-injected", line: "state_pte_lookup[IL]", field: "state_credit_rate, pte_deadline" },
                 ].map((s, idx) => (react_1.default.createElement("div", { key: idx, style: { display: "grid", gridTemplateColumns: "1.1fr 1.4fr 1fr", gap: 12, fontSize: 11, fontFamily: theme_1.T.body, padding: "7px 12px", background: theme_1.T.surface2, border: `1px solid ${theme_1.T.border}`, borderRadius: 6 } },
                     react_1.default.createElement("span", { style: { color: theme_1.T.text, fontWeight: 600 } }, s.doc),
                     react_1.default.createElement("span", { style: { color: theme_1.T.text2, fontFamily: theme_1.T.mono, fontSize: 10 } }, s.line),
@@ -104,20 +102,13 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, sta
                         react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.mono, lineHeight: 1.6 } },
                             "State PTE election form",
                             react_1.default.createElement("br", null),
-                            "(",
-                            stateCode,
-                            ": Schedule B, Form ",
-                            stateCode,
-                            "-1120-ST)",
+                            "(IL: Schedule B, Form IL-1120-ST)",
                             react_1.default.createElement("br", null),
                             "Updated Schedule K-1 (Box 13)"))),
                 react_1.default.createElement("div", { style: { marginTop: 14, paddingTop: 14, borderTop: `1px solid ${theme_1.T.border}`, display: "flex", justifyContent: "space-between", alignItems: "center", gap: 14 } },
                     react_1.default.createElement("div", null,
                         react_1.default.createElement("div", { style: { fontSize: 9, fontWeight: 700, color: theme_1.T.orange, textTransform: "uppercase", letterSpacing: "0.12em", fontFamily: theme_1.T.body, marginBottom: 3 } }, "deadline_flag"),
-                        react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.body } },
-                            "Per state_pte_lookup \u2014 ",
-                            stateCode,
-                            ": file with original return")),
+                        react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.body } }, "Per state_pte_lookup \u2014 IL: file with original return")),
                     react_1.default.createElement("span", { style: { fontSize: 9, fontWeight: 700, padding: "4px 9px", background: theme_1.T.surface2, border: `1px solid ${theme_1.T.border}`, borderRadius: 4, color: theme_1.T.text3, fontFamily: theme_1.T.mono, letterSpacing: 0.6, textTransform: "uppercase" } }, "algorithm_version V9.0")))),
         react_1.default.createElement("div", { style: { marginTop: 14, padding: "14px 18px", background: `linear-gradient(135deg,${theme_1.T.accentBg} 0%,rgba(36,131,132,0.04) 100%)`, border: `1px solid ${theme_1.T.accent}`, borderRadius: 10, display: "flex", alignItems: "center", gap: 14 } },
             react_1.default.createElement("div", { style: { flex: 1, fontSize: 13, color: theme_1.T.text, fontFamily: theme_1.T.body, lineHeight: 1.55 } },

package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js

@@ -36,7 +36,7 @@ const ProspectDocuments_1 = require("./ProspectDocuments");
 const ProspectNextSteps_1 = require("./ProspectNextSteps");
 const ProspectPrintView_1 = require("./ProspectPrintView");
 function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload, onUpgrade, onPresent, onReset, }) {
-    var _a, _b, _c, _d, _e, _f, _g, _h;
+    var _a, _b, _c, _d, _e, _f, _g;
     const bizName = profile.bizName || "Client";
     const [confirmReset, setConfirmReset] = (0, react_1.useState)(false);
     const [printMode, setPrintMode] = (0, react_1.useState)(false);
@@ -47,27 +47,19 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
     const top3 = (0, react_1.useMemo)(() => [...eligible].sort((a, b) => b.score - a.score).slice(0, 3), [eligible]);
     const remaining = eligible.length - top3.length;
     const remainingNames = eligible.filter(s => !top3.includes(s)).slice(0, 4).map(s => s.name);
-    // ═══ RAW SAVINGS RANGE — backend-authoritative when available ═══
+    // ═══ SAVINGS RANGE — backend-authoritative when available ═══
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
-    const rawLo = backendComputePayload
+    const displayLo = backendComputePayload
         ? Math.round(backendComputePayload.savingsLo / 1000)
         : Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0) / 1000);
-    const rawHi = backendComputePayload
+    const displayHi = backendComputePayload
         ? Math.round(backendComputePayload.savingsHi / 1000)
         : Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0) / 1000);
     // ═══ GAP BLOCK — backend-authoritative when available ═══
-    const fedRatePct = (_a = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.fedRatePct) !== null && _a !== void 0 ? _a : (profile.entity === "C-Corporation" ? 21 : (parseFloat((profile.federalRate || "24").replace("%", "")) || 24));
+    const fedRatePct = (_a = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.fedRatePct) !== null && _a !== void 0 ? _a : (parseFloat((profile.federalRate || "24").replace("%", "")) || 24);
     const stateRatePct = (_b = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.stateRatePct) !== null && _b !== void 0 ? _b : (parseFloat(profile.stateRate || "4.95") || 4.95);
     const currentTax = (_c = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.currentTax) !== null && _c !== void 0 ? _c : Math.round(((0, compute_1.parseNum)(profile.netIncome) || Math.round((0, compute_1.parseNum)(profile.revenue) * 0.20))
         * (fedRatePct + stateRatePct) / 100);
-    // ═══ SAVINGS CAP — headline savings cannot exceed total tax liability ═══
-    const currentTaxK = Math.round(currentTax / 1000);
-    let displayHi = Math.min(rawHi, currentTaxK);
-    let displayLo = Math.min(rawLo, Math.round(currentTax * 0.6 / 1000));
-    // If cap squashed lo close to hi, re-spread to maintain a meaningful range
-    if (displayHi > 0 && displayLo >= displayHi * 0.9) {
-        displayLo = Math.round(displayHi / 3);
-    }
     const realizedSavings = (_d = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.realizedSavings) !== null && _d !== void 0 ? _d : Math.min(Math.round((displayLo + displayHi) / 2 * 1000 * 0.325), Math.round(currentTax * 0.6));
     const optimizedTax = (_e = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.optimizedTax) !== null && _e !== void 0 ? _e : (currentTax - realizedSavings);
     const realizedPctOfCurrent = (_f = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.realizedPctOfCurrent) !== null && _f !== void 0 ? _f : (currentTax > 0 ? Math.round((realizedSavings / currentTax) * 100) : 0);
@@ -176,7 +168,7 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
                 react_1.default.createElement("div", { style: { fontSize: 13, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.7, marginBottom: 10 } }, (outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.additionalStrategiesBlurb)
                     || `Including: ${remainingNames.join(", ")}${remaining > 4 ? " and more" : ""}`),
                 react_1.default.createElement("div", { style: { fontSize: 12, color: theme_1.T.text3, fontFamily: theme_1.T.body, lineHeight: 1.6, borderLeft: `3px solid ${theme_1.T.accent}`, paddingLeft: 12 } }, "Full analysis with documents unlocks specific savings estimates for every eligible strategy.")))),
-        react_1.default.createElement(SampleAnalysisPreview_1.SampleAnalysisPreview, { sectionNum: sectionNums.sample, eligibleCount: eligible.length, fedRatePct: fedRatePct, stateRatePct: stateRatePct, stateCode: ((_h = profile.states) === null || _h === void 0 ? void 0 : _h[0]) || "IL" }),
+        react_1.default.createElement(SampleAnalysisPreview_1.SampleAnalysisPreview, { sectionNum: sectionNums.sample, eligibleCount: eligible.length }),
         react_1.default.createElement(ProspectDocuments_1.ProspectDocuments, { sectionNum: sectionNums.documents, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }),
         react_1.default.createElement(ProspectNextSteps_1.ProspectNextSteps, { sectionNum: sectionNums.nextSteps, bizName: bizName, onUpgrade: onUpgrade, onPresent: onPresent, onPrint: handlePrint, onReset: onReset, confirmReset: confirmReset, onConfirmResetChange: setConfirmReset })));
 }

package/lib/tax-axis/lib/compute/index.js

@@ -48,8 +48,6 @@ function filterEligibleStrategies(profile) {
             return false;
         if (s.needsOwnerComp && ownerComp <= 0)
             return false;
-        if (s.rank === 8 && (profile.ownsRealEstate || "No") === "No")
-            return false;
         return true;
     });
 }
@@ -64,7 +62,7 @@ function computeAllStrategies(profile) {
     const age = parseInt(profile.age || "45") || 45;
     const hsaExisting = (0, exports.parseNum)(profile.hsaContributions);
     const retirementExisting = (0, exports.parseNum)(profile.retirementContributions);
-    const fedRate = profile.entity === "C-Corporation" ? 0.21 : parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
+    const fedRate = parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
     const stateRate = parseFloat(profile.stateRate || "4.95") / 100;
     const combinedRate = fedRate + stateRate;
     const seTaxRate = 0.153;
@@ -135,7 +133,7 @@ function computeAllStrategies(profile) {
         const hsaLimit = 8550;
         const hsaAdditional = Math.max(hsaLimit - hsaExisting, 0);
         const hsaSavings = Math.round(hsaAdditional * (combinedRate + 0.0765));
-        results.set(9, { lo: Math.max(Math.round(hsaSavings * 0.80), 0), hi: Math.max(Math.round(hsaSavings * 1.15), 0),
+        results.set(9, { lo: Math.max(Math.round(hsaSavings * 0.90), 0), hi: Math.max(Math.round(hsaSavings * 1.05), 0),
             sources: [{ doc: "Intake", line: "HSA", value: `$${hsaExisting.toLocaleString()}`, field: "YTD Contributions" }, { doc: "IRS 2026", line: "Rev. Proc.", value: "$8,550", field: "Family Limit" }],
             trace: [{ n: 1, step: "2026 family limit", formula: "Rev. Proc. 2025-32", result: "$8,550", src: "IRS" }, { n: 2, step: "Already contributed", formula: "W-2 Box 12 Code W", result: `$${hsaExisting.toLocaleString()}`, src: "Intake" }, { n: 3, step: "Remaining room", formula: `8,550 \u2212 ${hsaExisting.toLocaleString()}`, result: `$${hsaAdditional.toLocaleString()}`, src: "Computed" }, { n: 4, step: "Tax savings", formula: `${hsaAdditional.toLocaleString()} \u00D7 ${((combinedRate + 0.0765) * 100).toFixed(1)}%`, result: `$${hsaSavings.toLocaleString()}`, src: "Triple tax" }] });
     }
@@ -167,11 +165,5 @@ function computeAllStrategies(profile) {
             results.set(rank, Object.assign(Object.assign({}, v), { lo: Math.round(v.hi / 3.0) }));
         }
     }
-    // Safety net: ensure lo and hi don't round to same K (prevents "$XK–$XK" display)
-    for (const [rank, v] of results) {
-        if (v.hi > 0 && v.lo > 0 && Math.round(v.lo / 1000) >= Math.round(v.hi / 1000)) {
-            results.set(rank, Object.assign(Object.assign({}, v), { lo: Math.round(v.hi * 0.85) }));
-        }
-    }
     return results;
 }

package/lib/tax-axis/lib/documentFieldCatalog.d.ts

@@ -1,18 +1,13 @@
-export interface CatalogFieldDef {
-    label?: string;
+export interface FieldDef {
+    label: string;
     sourceRef?: string;
 }
 export interface CatalogSection {
     head: string;
     fields: string[];
 }
-export interface CatalogEntry {
+export interface DocumentCatalogEntry {
     sections: CatalogSection[];
-    fields: Record<string, CatalogFieldDef>;
+    fields: Record<string, FieldDef>;
 }
-/**
- * Keyed by documentType string returned by the backend in parsedData.documentType.
- * When DocumentReviewModal receives parsedData, it looks up the documentType here
- * to get section groupings and field labels. Falls back to flat rendering if no entry.
- */
-export declare const DOCUMENT_FIELD_CATALOG: Record<string, CatalogEntry>;
+export declare const DOCUMENT_FIELD_CATALOG: Record<string, DocumentCatalogEntry>;

package/lib/tax-axis/lib/documentFieldCatalog.js

@@ -1,410 +1,196 @@
 "use strict";
-// documentFieldCatalog — per-documentType section/field metadata for the Review modal.
-// Sections group extracted fields into labeled categories (Revenue, Expenses, etc.).
-// Field defs provide human-readable labels and source line references.
-// Built from backend extraction schemas in paro-graphql-api/src/tax-axis/catalog/documentCatalog.ts.
+// Catalog that maps canonical documentType keys to their review sections and field metadata.
+// Used by DocumentReviewModal to render structured field review UI from parsedData.
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.DOCUMENT_FIELD_CATALOG = void 0;
-/**
- * Keyed by documentType string returned by the backend in parsedData.documentType.
- * When DocumentReviewModal receives parsedData, it looks up the documentType here
- * to get section groupings and field labels. Falls back to flat rendering if no entry.
- */
 exports.DOCUMENT_FIELD_CATALOG = {
-    // ── Profit & Loss ──
-    profit_loss: {
+    federal_tax_return: {
         sections: [
-            { head: "Revenue", fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"] },
             {
-                head: "Operating Expenses",
-                fields: [
-                    "officer_compensation", "salaries_wages_staff", "employee_benefits",
-                    "payroll_taxes_employer", "employer_retirement_contribution",
-                    "rent_expense", "utilities", "software_subscriptions",
-                    "professional_fees", "advertising_marketing", "travel",
-                    "business_meals", "office_supplies", "insurance_nonhealth",
-                    "repairs_maintenance", "bank_fees", "contract_labor",
-                    "mortgage_interest", "business_interest_nonmortgage",
-                    "depreciation_expense", "amortization_expense", "other_expenses",
-                    "total_operating_expenses",
-                ],
+                head: "Income",
+                fields: ["total_income", "wages", "business_income", "capital_gains", "other_income"],
+            },
+            {
+                head: "Deductions",
+                fields: ["total_deductions", "qbi_deduction", "standard_deduction", "itemized_deductions"],
+            },
+            {
+                head: "Tax",
+                fields: ["taxable_income", "total_tax", "self_employment_tax", "effective_rate"],
             },
-            { head: "Net Income", fields: ["net_operating_income", "income_tax_provision", "net_income"] },
         ],
         fields: {
-            total_revenue: { label: "Total Revenue", sourceRef: "Line 1a" },
-            cost_of_goods_sold: { label: "Cost of Goods Sold", sourceRef: "Line 2" },
-            gross_profit: { label: "Gross Profit", sourceRef: "Computed" },
-            officer_compensation: { label: "Officer Compensation", sourceRef: "Line 7" },
-            salaries_wages_staff: { label: "Wages & Salaries", sourceRef: "Line 13" },
-            employee_benefits: { label: "Employee Benefits", sourceRef: "" },
-            payroll_taxes_employer: { label: "Payroll Taxes", sourceRef: "" },
-            employer_retirement_contribution: { label: "Retirement Contributions", sourceRef: "" },
-            rent_expense: { label: "Rent / Lease", sourceRef: "Line 15" },
-            utilities: { label: "Utilities", sourceRef: "" },
-            software_subscriptions: { label: "Software & Subscriptions", sourceRef: "" },
-            professional_fees: { label: "Professional Fees", sourceRef: "Line 17" },
-            advertising_marketing: { label: "Advertising & Marketing", sourceRef: "" },
-            travel: { label: "Travel", sourceRef: "" },
-            business_meals: { label: "Meals & Entertainment", sourceRef: "Line 19" },
-            office_supplies: { label: "Office Supplies", sourceRef: "" },
-            insurance_nonhealth: { label: "Insurance (Non-Health)", sourceRef: "" },
-            repairs_maintenance: { label: "Repairs & Maintenance", sourceRef: "" },
-            bank_fees: { label: "Bank Fees", sourceRef: "" },
-            contract_labor: { label: "Contract Labor", sourceRef: "" },
-            mortgage_interest: { label: "Mortgage Interest", sourceRef: "" },
-            business_interest_nonmortgage: { label: "Business Interest", sourceRef: "" },
-            depreciation_expense: { label: "Depreciation", sourceRef: "Line 14" },
-            amortization_expense: { label: "Amortization", sourceRef: "" },
-            other_expenses: { label: "Other Expenses", sourceRef: "" },
-            total_operating_expenses: { label: "Total Operating Expenses", sourceRef: "" },
-            net_operating_income: { label: "Net Operating Income", sourceRef: "Line 21" },
-            income_tax_provision: { label: "Income Tax Provision", sourceRef: "" },
-            net_income: { label: "Net Income", sourceRef: "Line 30" },
+            total_income: { label: "Total Income", sourceRef: "Form 1040 Line 9" },
+            wages: { label: "Wages & Salary", sourceRef: "Form 1040 Line 1a" },
+            business_income: { label: "Business Income (Schedule C)", sourceRef: "Form 1040 Line 8" },
+            capital_gains: { label: "Capital Gains", sourceRef: "Form 1040 Line 7" },
+            other_income: { label: "Other Income", sourceRef: "Form 1040 Line 8z" },
+            total_deductions: { label: "Total Deductions", sourceRef: "Form 1040 Line 12" },
+            qbi_deduction: { label: "QBI Deduction (§199A)", sourceRef: "Form 1040 Line 13" },
+            standard_deduction: { label: "Standard Deduction", sourceRef: "Form 1040 Line 12a" },
+            itemized_deductions: { label: "Itemized Deductions", sourceRef: "Schedule A Total" },
+            taxable_income: { label: "Taxable Income", sourceRef: "Form 1040 Line 15" },
+            total_tax: { label: "Total Tax", sourceRef: "Form 1040 Line 24" },
+            self_employment_tax: { label: "Self-Employment Tax", sourceRef: "Schedule SE" },
+            effective_rate: { label: "Effective Tax Rate" },
         },
     },
-    // ── Balance Sheet ──
-    balance_sheet: {
+    profit_loss: {
         sections: [
             {
-                head: "Assets",
-                fields: [
-                    "cash_and_equivalents", "accounts_receivable",
-                    "allowance_for_doubtful_accounts", "prepaid_expenses", "inventory",
-                    "total_current_assets", "property_equipment_gross",
-                    "accumulated_depreciation", "property_equipment_net",
-                    "intangible_assets_gross", "accumulated_amortization",
-                    "intangible_assets_net", "security_deposits_held_as_asset", "total_assets",
-                ],
+                head: "Revenue",
+                fields: ["total_revenue", "gross_revenue", "cost_of_goods_sold", "gross_profit"],
             },
             {
-                head: "Liabilities",
-                fields: [
-                    "accounts_payable", "accrued_liabilities", "deferred_revenue",
-                    "short_term_debt", "long_term_debt_current_portion",
-                    "total_current_liabilities", "long_term_debt", "total_liabilities",
-                ],
+                head: "Operating Expenses",
+                fields: ["total_expenses", "payroll_expense", "rent_expense", "depreciation", "other_expenses"],
             },
             {
-                head: "Equity",
-                fields: [
-                    "common_stock_par_value", "additional_paid_in_capital",
-                    "retained_earnings", "aaa_balance", "owners_equity",
-                    "total_equity", "total_liabilities_and_equity",
-                ],
+                head: "Net Income",
+                fields: ["net_income", "net_margin"],
             },
         ],
         fields: {
-            cash_and_equivalents: { label: "Cash & Equivalents", sourceRef: "Line 1" },
-            accounts_receivable: { label: "Accounts Receivable", sourceRef: "Line 2" },
-            allowance_for_doubtful_accounts: { label: "Allowance for Doubtful Accts", sourceRef: "" },
-            prepaid_expenses: { label: "Prepaid Expenses", sourceRef: "" },
-            inventory: { label: "Inventory", sourceRef: "Line 3" },
-            total_current_assets: { label: "Total Current Assets", sourceRef: "" },
-            property_equipment_gross: { label: "Property & Equipment (Gross)", sourceRef: "" },
-            accumulated_depreciation: { label: "Accumulated Depreciation", sourceRef: "" },
-            property_equipment_net: { label: "Property & Equipment (Net)", sourceRef: "" },
-            intangible_assets_gross: { label: "Intangible Assets (Gross)", sourceRef: "" },
-            accumulated_amortization: { label: "Accumulated Amortization", sourceRef: "" },
-            intangible_assets_net: { label: "Intangible Assets (Net)", sourceRef: "" },
-            security_deposits_held_as_asset: { label: "Security Deposits", sourceRef: "" },
-            total_assets: { label: "Total Assets", sourceRef: "Line 11" },
-            accounts_payable: { label: "Accounts Payable", sourceRef: "Line 15" },
-            accrued_liabilities: { label: "Accrued Liabilities", sourceRef: "" },
-            deferred_revenue: { label: "Deferred Revenue", sourceRef: "" },
-            short_term_debt: { label: "Short-Term Debt", sourceRef: "" },
-            long_term_debt_current_portion: { label: "Current Portion of LT Debt", sourceRef: "" },
-            total_current_liabilities: { label: "Total Current Liabilities", sourceRef: "" },
-            long_term_debt: { label: "Long-Term Debt", sourceRef: "Line 17" },
-            total_liabilities: { label: "Total Liabilities", sourceRef: "Line 22" },
-            common_stock_par_value: { label: "Common Stock", sourceRef: "" },
-            additional_paid_in_capital: { label: "Additional Paid-in Capital", sourceRef: "" },
-            retained_earnings: { label: "Retained Earnings", sourceRef: "Line 24" },
-            aaa_balance: { label: "AAA Balance", sourceRef: "" },
-            owners_equity: { label: "Owner's Equity", sourceRef: "" },
-            total_equity: { label: "Total Equity", sourceRef: "Line 27" },
-            total_liabilities_and_equity: { label: "Total Liabilities & Equity", sourceRef: "" },
+            total_revenue: { label: "Total Revenue" },
+            gross_revenue: { label: "Gross Revenue" },
+            cost_of_goods_sold: { label: "Cost of Goods Sold (COGS)" },
+            gross_profit: { label: "Gross Profit" },
+            total_expenses: { label: "Total Operating Expenses" },
+            payroll_expense: { label: "Payroll & Compensation" },
+            rent_expense: { label: "Rent / Lease" },
+            depreciation: { label: "Depreciation & Amortization" },
+            other_expenses: { label: "Other Expenses" },
+            net_income: { label: "Net Income" },
+            net_margin: { label: "Net Profit Margin" },
         },
     },
-    // ── Federal Tax Return (1120S, 1120, 1065, Schedule C) ──
-    federal_tax_return: {
+    balance_sheet: {
         sections: [
             {
-                head: "Entity & Filing",
-                fields: [
-                    "entity_tax_classification", "ein", "date_incorporated",
-                    "accounting_method_box", "industry_naics",
-                    "amended_return_flag", "initial_return_flag", "final_return_flag",
-                ],
-            },
-            {
-                head: "Income",
-                fields: [
-                    "gross_receipts_L1a", "returns_and_allowances_L1b", "revenue",
-                    "cost_of_goods_sold", "gross_profit", "total_income",
-                ],
+                head: "Assets",
+                fields: ["total_assets", "current_assets", "cash", "accounts_receivable", "fixed_assets"],
             },
             {
-                head: "Deductions",
-                fields: [
-                    "compensation_of_officers_line", "salaries_wages_line",
-                    "repairs_maintenance", "rent_expense_line",
-                    "taxes_and_licenses_line", "interest_expense_line",
-                    "charitable_contributions", "depreciation_line",
-                    "advertising_expense", "pension_profit_sharing",
-                    "employee_benefit_programs", "other_deductions_line",
-                    "total_deductions",
-                ],
+                head: "Liabilities",
+                fields: ["total_liabilities", "current_liabilities", "accounts_payable", "long_term_debt"],
             },
             {
-                head: "Tax Computation",
-                fields: [
-                    "net_income", "nol_deduction", "total_tax",
-                    "estimated_tax_payments", "tax_due_or_overpayment",
-                    "self_emp_hi",
-                ],
+                head: "Equity",
+                fields: ["total_equity", "retained_earnings"],
             },
         ],
         fields: {
-            entity_tax_classification: { label: "Entity Classification", sourceRef: "Form Title" },
-            ein: { label: "EIN", sourceRef: "Box B" },
-            date_incorporated: { label: "Date Incorporated", sourceRef: "Box E" },
-            accounting_method_box: { label: "Accounting Method", sourceRef: "Sch B Q1" },
-            industry_naics: { label: "NAICS Code", sourceRef: "Box A" },
-            amended_return_flag: { label: "Amended Return", sourceRef: "Header" },
-            initial_return_flag: { label: "Initial Return", sourceRef: "Header" },
-            final_return_flag: { label: "Final Return", sourceRef: "Header" },
-            gross_receipts_L1a: { label: "Gross Receipts", sourceRef: "Line 1a" },
-            returns_and_allowances_L1b: { label: "Returns & Allowances", sourceRef: "Line 1b" },
-            revenue: { label: "Revenue", sourceRef: "Line 1c" },
-            cost_of_goods_sold: { label: "Cost of Goods Sold", sourceRef: "Line 2" },
-            gross_profit: { label: "Gross Profit", sourceRef: "Line 3" },
-            total_income: { label: "Total Income", sourceRef: "Line 6" },
-            compensation_of_officers_line: { label: "Officer Compensation", sourceRef: "Line 7" },
-            salaries_wages_line: { label: "Salaries & Wages", sourceRef: "Line 8" },
-            repairs_maintenance: { label: "Repairs & Maintenance", sourceRef: "Line 9" },
-            rent_expense_line: { label: "Rent Expense", sourceRef: "Line 11" },
-            taxes_and_licenses_line: { label: "Taxes & Licenses", sourceRef: "Line 12" },
-            interest_expense_line: { label: "Interest Expense", sourceRef: "Line 13" },
-            charitable_contributions: { label: "Charitable Contributions", sourceRef: "Line 19" },
-            depreciation_line: { label: "Depreciation", sourceRef: "Line 14" },
-            advertising_expense: { label: "Advertising", sourceRef: "Line 16" },
-            pension_profit_sharing: { label: "Pension & Profit Sharing", sourceRef: "Line 17" },
-            employee_benefit_programs: { label: "Employee Benefits", sourceRef: "Line 18" },
-            other_deductions_line: { label: "Other Deductions", sourceRef: "Line 19" },
-            total_deductions: { label: "Total Deductions", sourceRef: "Line 20" },
-            net_income: { label: "Net Income", sourceRef: "Line 21" },
-            nol_deduction: { label: "NOL Deduction", sourceRef: "Line 29a" },
-            total_tax: { label: "Total Tax", sourceRef: "Line 31" },
-            estimated_tax_payments: { label: "Estimated Tax Payments", sourceRef: "Line 32b" },
-            tax_due_or_overpayment: { label: "Tax Due / Overpayment", sourceRef: "" },
-            self_emp_hi: { label: "Self-Employed Health Insurance", sourceRef: "Sch 1 L17" },
+            total_assets: { label: "Total Assets" },
+            current_assets: { label: "Current Assets" },
+            cash: { label: "Cash & Equivalents" },
+            accounts_receivable: { label: "Accounts Receivable" },
+            fixed_assets: { label: "Fixed Assets (Net)" },
+            total_liabilities: { label: "Total Liabilities" },
+            current_liabilities: { label: "Current Liabilities" },
+            accounts_payable: { label: "Accounts Payable" },
+            long_term_debt: { label: "Long-Term Debt" },
+            total_equity: { label: "Total Equity" },
+            retained_earnings: { label: "Retained Earnings" },
         },
     },
-    // ── W-3 (Payroll Summary) ──
-    w3: {
+    schedule_k1_s_corp: {
         sections: [
             {
-                head: "Wages & Withholding",
-                fields: [
-                    "wages_tips_other_compensation_box1", "federal_income_tax_withheld_box2",
-                    "social_security_wages_box3", "social_security_tax_withheld_box4",
-                    "medicare_wages_box5", "medicare_tax_withheld_box6",
-                    "social_security_tips_box7", "allocated_tips_box8",
-                ],
+                head: "Ordinary Income",
+                fields: ["ordinary_income", "net_rental_income", "interest_income", "dividend_income"],
             },
             {
-                head: "Benefits & Other",
-                fields: [
-                    "dependent_care_benefits_box10", "nonqualified_plans_box11",
-                    "owner_w2_comp", "employees",
-                ],
+                head: "Deductions & Credits",
+                fields: ["section_179_deduction", "charitable_contributions", "credits"],
             },
         ],
         fields: {
-            wages_tips_other_compensation_box1: { label: "Wages, Tips & Compensation", sourceRef: "Box 1" },
-            federal_income_tax_withheld_box2: { label: "Federal Income Tax Withheld", sourceRef: "Box 2" },
-            social_security_wages_box3: { label: "Social Security Wages", sourceRef: "Box 3" },
-            social_security_tax_withheld_box4: { label: "SS Tax Withheld", sourceRef: "Box 4" },
-            medicare_wages_box5: { label: "Medicare Wages", sourceRef: "Box 5" },
-            medicare_tax_withheld_box6: { label: "Medicare Tax Withheld", sourceRef: "Box 6" },
-            social_security_tips_box7: { label: "Social Security Tips", sourceRef: "Box 7" },
-            allocated_tips_box8: { label: "Allocated Tips", sourceRef: "Box 8" },
-            dependent_care_benefits_box10: { label: "Dependent Care Benefits", sourceRef: "Box 10" },
-            nonqualified_plans_box11: { label: "Nonqualified Plans", sourceRef: "Box 11" },
-            owner_w2_comp: { label: "Owner W-2 Compensation", sourceRef: "Box 1 (Officer)" },
-            employees: { label: "Number of Employees", sourceRef: "Box d" },
+            ordinary_income: { label: "Ordinary Business Income (Loss)", sourceRef: "K-1 Box 1" },
+            net_rental_income: { label: "Net Rental Real Estate Income", sourceRef: "K-1 Box 2" },
+            interest_income: { label: "Interest Income", sourceRef: "K-1 Box 4" },
+            dividend_income: { label: "Ordinary Dividends", sourceRef: "K-1 Box 5a" },
+            section_179_deduction: { label: "Section 179 Deduction", sourceRef: "K-1 Box 11" },
+            charitable_contributions: { label: "Charitable Contributions", sourceRef: "K-1 Box 12" },
+            credits: { label: "Credits", sourceRef: "K-1 Box 13" },
         },
     },
-    // ── Payroll Records ──
-    payroll_records: {
+    schedule_k1_partnership: {
         sections: [
             {
-                head: "Totals",
-                fields: [
-                    "employees", "w2_wages_paid_total",
-                    "total_federal_withholding", "total_ss_withholding",
-                    "total_medicare_withholding",
-                ],
+                head: "Ordinary Income",
+                fields: ["ordinary_income", "net_rental_income", "guaranteed_payments", "interest_income"],
             },
             {
-                head: "Employer Costs",
-                fields: [
-                    "employer_fica_match", "employer_futa_paid",
-                    "employer_401k_match_total", "bonuses_paid_total",
-                    "commissions_paid_total", "overtime_pay_total",
-                    "tip_income_reported",
-                ],
+                head: "Deductions & Credits",
+                fields: ["section_179_deduction", "charitable_contributions", "self_employment_earnings"],
             },
         ],
         fields: {
-            employees: { label: "Number of Employees", sourceRef: "" },
-            w2_wages_paid_total: { label: "Total W-2 Wages Paid", sourceRef: "" },
-            total_federal_withholding: { label: "Federal Withholding", sourceRef: "" },
-            total_ss_withholding: { label: "Social Security Withholding", sourceRef: "" },
-            total_medicare_withholding: { label: "Medicare Withholding", sourceRef: "" },
-            employer_fica_match: { label: "Employer FICA Match", sourceRef: "" },
-            employer_futa_paid: { label: "FUTA Paid", sourceRef: "" },
-            employer_401k_match_total: { label: "401(k) Match Total", sourceRef: "" },
-            bonuses_paid_total: { label: "Bonuses Paid", sourceRef: "" },
-            commissions_paid_total: { label: "Commissions Paid", sourceRef: "" },
-            overtime_pay_total: { label: "Overtime Pay", sourceRef: "" },
-            tip_income_reported: { label: "Tip Income Reported", sourceRef: "" },
+            ordinary_income: { label: "Ordinary Business Income (Loss)", sourceRef: "K-1 Box 1" },
+            net_rental_income: { label: "Net Rental Real Estate Income", sourceRef: "K-1 Box 2" },
+            guaranteed_payments: { label: "Guaranteed Payments", sourceRef: "K-1 Box 4" },
+            interest_income: { label: "Interest Income", sourceRef: "K-1 Box 5" },
+            section_179_deduction: { label: "Section 179 Deduction", sourceRef: "K-1 Box 12" },
+            charitable_contributions: { label: "Charitable Contributions", sourceRef: "K-1 Box 13" },
+            self_employment_earnings: { label: "Self-Employment Earnings", sourceRef: "K-1 Box 14" },
         },
     },
-    // ── Fixed Asset Schedule ──
     fixed_asset_schedule: {
         sections: [
             {
-                head: "Summary",
-                fields: [
-                    "total_original_cost", "total_accumulated_depreciation",
-                    "total_net_book_value", "fixed_asset_additions_current_year",
-                    "qualifying_asset_cost",
-                ],
-            },
-            {
-                head: "Depreciation & Amortization",
-                fields: [
-                    "total_section_179_claimed", "total_bonus_depreciation_claimed",
-                    "qip_value", "ubia_total",
-                ],
+                head: "Asset Summary",
+                fields: ["total_asset_cost", "total_accumulated_depreciation", "total_net_book_value", "bonus_depreciation_taken", "section_179_taken"],
             },
         ],
         fields: {
-            total_original_cost: { label: "Total Original Cost", sourceRef: "" },
-            total_accumulated_depreciation: { label: "Accumulated Depreciation", sourceRef: "" },
-            total_net_book_value: { label: "Net Book Value", sourceRef: "" },
-            fixed_asset_additions_current_year: { label: "Current Year Additions", sourceRef: "" },
-            qualifying_asset_cost: { label: "Qualifying Asset Cost", sourceRef: "≤20yr life" },
-            total_section_179_claimed: { label: "Section 179 Claimed", sourceRef: "" },
-            total_bonus_depreciation_claimed: { label: "Bonus Depreciation Claimed", sourceRef: "" },
-            qip_value: { label: "QIP Value", sourceRef: "" },
-            ubia_total: { label: "UBIA Total", sourceRef: "" },
+            total_asset_cost: { label: "Total Asset Cost Basis" },
+            total_accumulated_depreciation: { label: "Total Accumulated Depreciation" },
+            total_net_book_value: { label: "Total Net Book Value" },
+            bonus_depreciation_taken: { label: "Bonus Depreciation Taken" },
+            section_179_taken: { label: "Section 179 Deduction Taken" },
         },
     },
-    // ── State Tax Return ──
-    state_tax_return: {
+    payroll_records: {
         sections: [
             {
-                head: "Filing Summary",
-                fields: ["tax_type_by_state", "state_nexus_type", "state_apportionment_method"],
-            },
-            {
-                head: "Tax Computation",
-                fields: [
-                    "apportionment_factor", "state_taxable_income", "state_tax_paid",
-                    "state_estimated_payments_made", "pte_election_status", "pte_tax_paid",
-                    "il_replacement_tax",
-                ],
+                head: "Payroll Summary",
+                fields: ["total_payroll", "owner_compensation", "employee_count", "total_wages", "employer_taxes"],
             },
         ],
         fields: {
-            tax_type_by_state: { label: "Tax Type", sourceRef: "" },
-            state_nexus_type: { label: "Nexus Type", sourceRef: "" },
-            state_apportionment_method: { label: "Apportionment Method", sourceRef: "" },
-            apportionment_factor: { label: "Apportionment Factor", sourceRef: "" },
-            state_taxable_income: { label: "State Taxable Income", sourceRef: "" },
-            state_tax_paid: { label: "State Tax Paid", sourceRef: "Total" },
-            state_estimated_payments_made: { label: "Estimated Payments Made", sourceRef: "" },
-            pte_election_status: { label: "PTE Election Status", sourceRef: "" },
-            pte_tax_paid: { label: "PTE Tax Paid", sourceRef: "" },
-            il_replacement_tax: { label: "IL Replacement Tax", sourceRef: "" },
+            total_payroll: { label: "Total Payroll Cost" },
+            owner_compensation: { label: "Owner / Officer Compensation" },
+            employee_count: { label: "Employee Count" },
+            total_wages: { label: "Total Wages Paid" },
+            employer_taxes: { label: "Employer Payroll Taxes" },
         },
     },
-    // ── Form 4562 (Depreciation & Amortization) ──
-    form_4562: {
+    form_1099_nec_summary: {
         sections: [
             {
-                head: "Section 179",
-                fields: [
-                    "section_179_max_amount_L1", "section_179_cost_placed_L2",
-                    "dollar_limitation_L5", "section_179_expense_L12",
-                    "section_179_carryover_to_next_year_L13",
-                ],
-            },
-            {
-                head: "MACRS & Bonus",
-                fields: [
-                    "bonus_depreciation_claimed_L14", "bonus_elected_out_flag",
-                    "macrs_prior_year_assets_L17", "macrs_current_year_gds",
-                    "macrs_current_year_ads",
-                ],
-            },
-            {
-                head: "Totals",
-                fields: [
-                    "total_depreciation_L22", "fixed_asset_additions",
-                    "qualifying_asset_cost", "qip_present",
-                ],
+                head: "1099-NEC Summary",
+                fields: ["total_nec_payments", "contractor_count", "largest_single_payment"],
             },
         ],
         fields: {
-            section_179_max_amount_L1: { label: "§179 Maximum Amount", sourceRef: "Line 1" },
-            section_179_cost_placed_L2: { label: "§179 Cost of Property", sourceRef: "Line 2" },
-            dollar_limitation_L5: { label: "Dollar Limitation", sourceRef: "Line 5" },
-            section_179_expense_L12: { label: "§179 Expense Deduction", sourceRef: "Line 12" },
-            section_179_carryover_to_next_year_L13: { label: "§179 Carryover", sourceRef: "Line 13" },
-            bonus_depreciation_claimed_L14: { label: "Bonus Depreciation", sourceRef: "Line 14" },
-            bonus_elected_out_flag: { label: "Bonus Elected Out", sourceRef: "Election" },
-            macrs_prior_year_assets_L17: { label: "MACRS Prior Year Assets", sourceRef: "Line 17" },
-            macrs_current_year_gds: { label: "MACRS Current Year (GDS)", sourceRef: "Section B" },
-            macrs_current_year_ads: { label: "MACRS Current Year (ADS)", sourceRef: "Section C" },
-            total_depreciation_L22: { label: "Total Depreciation", sourceRef: "Line 22" },
-            fixed_asset_additions: { label: "Fixed Asset Additions", sourceRef: "" },
-            qualifying_asset_cost: { label: "Qualifying Asset Cost", sourceRef: "≤20yr" },
-            qip_present: { label: "QIP Present", sourceRef: "" },
+            total_nec_payments: { label: "Total NEC Payments" },
+            contractor_count: { label: "Contractor Count" },
+            largest_single_payment: { label: "Largest Single Payment" },
         },
     },
-    // ── Form 8889 (HSA) ──
-    form_8889: {
+    state_tax_return: {
         sections: [
             {
-                head: "Coverage & Contributions",
-                fields: [
-                    "hdhp_coverage_L1", "hsa_contributions_L2",
-                    "age_55_catchup_contribution_L3", "employer_contributions_L9",
-                    "deductible_hsa_contributions_L13",
-                ],
-            },
-            {
-                head: "Distributions",
-                fields: [
-                    "total_distributions_L14a", "qualified_medical_expenses_L15",
-                    "taxable_hsa_distributions_L16", "additional_20pct_tax_L17b",
-                ],
+                head: "State Tax",
+                fields: ["state", "state_taxable_income", "state_tax_owed", "state_effective_rate", "state_credits"],
             },
         ],
         fields: {
-            hdhp_coverage_L1: { label: "HDHP Coverage", sourceRef: "Line 1" },
-            hsa_contributions_L2: { label: "HSA Contributions", sourceRef: "Line 2" },
-            age_55_catchup_contribution_L3: { label: "Age 55+ Catch-Up", sourceRef: "Line 3" },
-            employer_contributions_L9: { label: "Employer Contributions", sourceRef: "Line 9" },
-            deductible_hsa_contributions_L13: { label: "Deductible HSA Contributions", sourceRef: "Line 13" },
-            total_distributions_L14a: { label: "Total Distributions", sourceRef: "Line 14a" },
-            qualified_medical_expenses_L15: { label: "Qualified Medical Expenses", sourceRef: "Line 15" },
-            taxable_hsa_distributions_L16: { label: "Taxable HSA Distributions", sourceRef: "Line 16" },
-            additional_20pct_tax_L17b: { label: "Additional 20% Tax", sourceRef: "Line 17b" },
+            state: { label: "State" },
+            state_taxable_income: { label: "State Taxable Income" },
+            state_tax_owed: { label: "State Tax Owed" },
+            state_effective_rate: { label: "State Effective Rate" },
+            state_credits: { label: "State Credits Applied" },
         },
     },
 };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.74",
+  "version": "1.14.75",
   "description": "",
   "main": "lib/index.js",
   "scripts": {