@paro.io/expert-shared-components 1.14.79 → 1.14.81

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

@@ -1,10 +1,30 @@
 "use strict";
-var __importDefault = (this && this.__importDefault) || function (mod) {
-    return (mod && mod.__esModule) ? mod : { "default": mod };
+var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    var desc = Object.getOwnPropertyDescriptor(m, k);
+    if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
+      desc = { enumerable: true, get: function() { return m[k]; } };
+    }
+    Object.defineProperty(o, k2, desc);
+}) : (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    o[k2] = m[k];
+}));
+var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
+    Object.defineProperty(o, "default", { enumerable: true, value: v });
+}) : function(o, v) {
+    o["default"] = v;
+});
+var __importStar = (this && this.__importStar) || function (mod) {
+    if (mod && mod.__esModule) return mod;
+    var result = {};
+    if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
+    __setModuleDefault(result, mod);
+    return result;
 };
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.TaxAxisIntake = TaxAxisIntake;
-const react_1 = __importDefault(require("react"));
+const react_1 = __importStar(require("react"));
 const react_hook_form_1 = require("react-hook-form");
 const yup_1 = require("@hookform/resolvers/yup");
 const intakeSchema_1 = require("./intakeSchema");
@@ -13,6 +33,10 @@ const RefineAnalysisSection_1 = require("./RefineAnalysisSection");
 const CpaIntakeQuestionsSection_1 = require("./CpaIntakeQuestionsSection");
 const StrategyRadar_1 = require("./StrategyRadar");
 const IntakeCtaCards_1 = require("./IntakeCtaCards");
+/* Dev-only scenario selector: visible on localhost and parodev hostnames */
+const isDev = typeof window !== "undefined" &&
+    (window.location.hostname === "localhost" ||
+        window.location.hostname.includes("parodev"));
 function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, initialProfile, }) {
     const methods = (0, react_hook_form_1.useForm)({
         resolver: (0, yup_1.yupResolver)(intakeSchema_1.intakeSchema), // yupResolver generic incompatibility with RHF v7 — cast is intentional
@@ -20,6 +44,19 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
         mode: "onChange",
     });
     const profile = methods.watch();
+    const [selectedScenario, setSelectedScenario] = (0, react_1.useState)("");
+    const handleLoadScenario = (key) => {
+        setSelectedScenario(key);
+        if (!key) {
+            // "Clear form" — reset to blank defaults
+            methods.reset(Object.assign(Object.assign({}, intakeSchema_1.intakeDefaultValues), initialProfile));
+            return;
+        }
+        const scenario = intakeSchema_1.TEST_SCENARIOS[key];
+        if (scenario) {
+            methods.reset(Object.assign(Object.assign({}, intakeSchema_1.intakeDefaultValues), scenario.values));
+        }
+    };
     const handleProspect = () => {
         methods.handleSubmit((valid) => onProspect(valid), () => { })();
     };
@@ -27,6 +64,15 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
         methods.handleSubmit((valid) => onFullAnalysis(valid), () => { })();
     };
     return (react_1.default.createElement(react_hook_form_1.FormProvider, Object.assign({}, methods),
+        isDev && (react_1.default.createElement("div", { className: "mb-4 rounded-lg border border-amber-500/40 bg-amber-950/30 p-3" },
+            react_1.default.createElement("label", { className: "block text-[11px] font-semibold tracking-wide text-amber-400 mb-1" }, "DEV: Load Test Scenario"),
+            react_1.default.createElement("div", { className: "relative" },
+                react_1.default.createElement("select", { value: selectedScenario, onChange: (e) => handleLoadScenario(e.target.value), className: "w-full appearance-none rounded-md border border-amber-500/30 bg-tax-axis-surface px-3 py-2 pr-8 text-sm text-white focus:border-amber-400 focus:outline-none focus:ring-1 focus:ring-amber-400/50" },
+                    react_1.default.createElement("option", { value: "" }, "\u2014 Clear / blank form \u2014"),
+                    Object.entries(intakeSchema_1.TEST_SCENARIOS).map(([key, { label }]) => (react_1.default.createElement("option", { key: key, value: key }, label)))),
+                react_1.default.createElement("svg", { className: "pointer-events-none absolute right-2.5 top-1/2 -translate-y-1/2 h-4 w-4 text-amber-400/60", fill: "none", stroke: "currentColor", viewBox: "0 0 24 24" },
+                    react_1.default.createElement("path", { strokeLinecap: "round", strokeLinejoin: "round", strokeWidth: 2, d: "M19 9l-7 7-7-7" }))),
+            react_1.default.createElement("p", { className: "mt-1.5 text-[10px] text-amber-400/50" }, "Pre-fills all fields for testing. Not visible in production."))),
         react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-5" },
             react_1.default.createElement("div", { className: "flex flex-col gap-4" },
                 react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext }),

package/lib/tax-axis/components/intake/intakeSchema.d.ts

@@ -148,4 +148,8 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     familyEmployed: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     period: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
 }>>>;
+export declare const TEST_SCENARIOS: Record<string, {
+    label: string;
+    values: Partial<ClientProfile>;
+}>;
 export declare const intakeDefaultValues: Partial<ClientProfile>;

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

@@ -23,7 +23,7 @@ var __importStar = (this && this.__importStar) || function (mod) {
     return result;
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.intakeDefaultValues = exports.intakeSchema = void 0;
+exports.intakeDefaultValues = exports.TEST_SCENARIOS = exports.intakeSchema = void 0;
 const Yup = __importStar(require("yup"));
 exports.intakeSchema = Yup.object().shape({
     bizName: Yup.string().required("Business name required").ensure(),
@@ -138,4 +138,116 @@ const _BLACKRIDGE_FIXTURE = {
     familyEmployed: "No",
     period: "Full Year",
 };
-exports.intakeDefaultValues = _BLACKRIDGE_FIXTURE;
+/* ── Ironclad Systems, Inc. — C-Corp Test Fixture ── */
+const _IRONCLAD_FIXTURE = {
+    bizName: "Ironclad Systems, Inc.",
+    cpaName: "Amar",
+    entity: "C-Corporation",
+    industry: "Technology",
+    revenue: "1850000",
+    netIncome: "420000",
+    ownerComp: "185000",
+    employees: "12",
+    year: "2023",
+    states: ["GA"],
+    filingStatus: "MFJ",
+    age: "48",
+    sstb: "No",
+    ownsRealEstate: "No",
+    itemizesDeductions: "No",
+    singleOwner: "Yes",
+    partners: [],
+    equipmentPurchased: "85000",
+    realEstateValue: "0",
+    capitalGains: "0",
+    federalRate: "21%",
+    stateRate: "5.39",
+    taxDataYears: "3 years",
+    riskTolerance: "3",
+    overtimePremium: "0",
+    tipIncomePct: "0",
+    retirementContributions: "0",
+    hdhpEnrolled: "No",
+    hsaContributions: "0",
+    wotcHires: "No",
+    familyEmployed: "No",
+    period: "Full Year",
+};
+/* ── Meridian Consulting Group, Inc. — S-Corp Test Fixture ── */
+const _MERIDIAN_FIXTURE = {
+    bizName: "Meridian Consulting Group, Inc.",
+    cpaName: "Amar",
+    entity: "S-Corporation",
+    industry: "Professional Services",
+    revenue: "1240000",
+    netIncome: "310000",
+    ownerComp: "150000",
+    employees: "8",
+    year: "2023",
+    states: ["IL"],
+    filingStatus: "MFJ",
+    age: "52",
+    sstb: "Yes",
+    ownsRealEstate: "No",
+    itemizesDeductions: "No",
+    singleOwner: "Yes",
+    partners: [],
+    equipmentPurchased: "35000",
+    realEstateValue: "0",
+    capitalGains: "0",
+    federalRate: "32%",
+    stateRate: "4.95",
+    taxDataYears: "3 years",
+    riskTolerance: "3",
+    overtimePremium: "0",
+    tipIncomePct: "0",
+    retirementContributions: "0",
+    hdhpEnrolled: "No",
+    hsaContributions: "0",
+    wotcHires: "No",
+    familyEmployed: "No",
+    period: "Full Year",
+};
+/* ── Riverstone Creative Studio — Sole Prop Test Fixture ── */
+const _RIVERSTONE_FIXTURE = {
+    bizName: "Riverstone Creative Studio",
+    cpaName: "Amar",
+    entity: "Sole Proprietor",
+    industry: "Professional Services",
+    revenue: "270400",
+    netIncome: "159457",
+    ownerComp: "0",
+    employees: "0",
+    year: "2023",
+    states: ["CO"],
+    filingStatus: "Single",
+    age: "38",
+    sstb: "No",
+    ownsRealEstate: "No",
+    itemizesDeductions: "No",
+    singleOwner: "Yes",
+    partners: [],
+    equipmentPurchased: "2900",
+    realEstateValue: "0",
+    capitalGains: "0",
+    federalRate: "24%",
+    stateRate: "4.40",
+    taxDataYears: "3 years",
+    riskTolerance: "3",
+    overtimePremium: "0",
+    tipIncomePct: "0",
+    retirementContributions: "0",
+    hdhpEnrolled: "No",
+    hsaContributions: "0",
+    wotcHires: "No",
+    familyEmployed: "No",
+    period: "Full Year",
+};
+exports.TEST_SCENARIOS = {
+    blackridge: { label: "Blackridge (Partnership, TX+CA)", values: _BLACKRIDGE_FIXTURE },
+    ironclad: { label: "Ironclad (C-Corp, GA)", values: _IRONCLAD_FIXTURE },
+    meridian: { label: "Meridian (S-Corp, IL)", values: _MERIDIAN_FIXTURE },
+    riverstone: { label: "Riverstone (Sole Prop, CO)", values: _RIVERSTONE_FIXTURE },
+};
+// Default to empty form — use TEST_SCENARIOS to load fixtures on demand
+exports.intakeDefaultValues = _EMPTY_DEFAULTS;

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

@@ -14,6 +14,29 @@ export interface BackendComputePayload {
     eligibleCount: number;
     highPriorityCount: number;
     quickWinCount: number;
+    top3?: Array<{
+        rank: number;
+        name: string;
+        code: string;
+        savingsLo: number;
+        savingsHi: number;
+        score: number;
+        priority: string;
+        timeline: string;
+        authority: string;
+        forms: string;
+        narrative: {
+            whyItMatters: string;
+            whatWeDo: string;
+        };
+    }>;
+    allEligible?: Array<{
+        rank: number;
+        name: string;
+        savingsLo: number;
+        savingsHi: number;
+        score: number;
+    }>;
     gapBlock: {
         currentTax: number;
         optimizedTax: number;

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

@@ -44,7 +44,20 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
     const eligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
     const high = eligible.filter(s => s.priority === "HIGH");
     const quick = eligible.filter(s => s.priority === "QUICK WIN");
-    const top3 = (0, react_1.useMemo)(() => [...eligible].sort((a, b) => b.score - a.score).slice(0, 3), [eligible]);
+    const top3 = (0, react_1.useMemo)(() => {
+        var _a;
+        // Prefer backend-determined top 3 order when available
+        if ((_a = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.top3) === null || _a === void 0 ? void 0 : _a.length) {
+            const backendRanks = backendComputePayload.top3.map(s => s.rank);
+            const matched = backendRanks
+                .map(rank => eligible.find(s => s.rank === rank))
+                .filter((s) => !!s);
+            if (matched.length >= 3)
+                return matched;
+        }
+        // Fallback: client-side sort by static score (no backend data available)
+        return [...eligible].sort((a, b) => b.score - a.score).slice(0, 3);
+    }, [backendComputePayload, eligible]);
     const remaining = eligible.length - top3.length;
     const remainingNames = eligible.filter(s => !top3.includes(s)).slice(0, 4).map(s => s.name);
     // ═══ SAVINGS RANGE — backend-authoritative when available ═══
@@ -82,8 +95,21 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
     const maxMid = Math.max(...barData.map(b => b.mid), 1);
     // ═══ DOCUMENT GROUPING ═══
     const allDocsNeeded = [...new Set(eligible.flatMap(s => { var _a; return ((_a = strategyProspect_1.STRATEGY_PROSPECT[s.rank]) === null || _a === void 0 ? void 0 : _a.docsNeeded) || []; }))];
-    const requiredDocs = ["Profit & Loss Statement (current year)", "Balance Sheet (current year)"];
-    const recommendedDocs = ["Federal Tax Return (most recent)", "W-2 / Officer Compensation records"];
+    // Entity-specific document names
+    const entityType = profile.entity || 'Sole Proprietor';
+    const isPartnership = entityType === 'Partnership';
+    const isSCorp = entityType === 'S-Corporation';
+    const isCCorp = entityType === 'C-Corporation';
+    const requiredDocs = isPartnership
+        ? ["Form 1065 (Partnership Tax Return)", "Balance Sheet (current year)"]
+        : isSCorp
+            ? ["Form 1120-S (S-Corp Tax Return)", "Balance Sheet (current year)"]
+            : isCCorp
+                ? ["Form 1120 (C-Corp Tax Return)", "Balance Sheet (current year)"]
+                : ["Schedule C (Profit & Loss)", "Balance Sheet (current year)"];
+    const recommendedDocs = isPartnership
+        ? ["Schedule K-1 (Partner's Share)", "Partnership Agreement"]
+        : ["Federal Tax Return (most recent)", "W-2 / Officer Compensation records"];
     const conditionalDocs = allDocsNeeded.filter(d => !requiredDocs.includes(d) && !recommendedDocs.includes(d)).slice(0, 5);
     const sectionNums = remaining > 0
         ? { recommended: "02", additional: "03", sample: "04", documents: "05", nextSteps: "06" }

package/lib/tax-axis/lib/data/sidebarLookup.js

@@ -72,8 +72,8 @@ exports.SIDEBAR_LOOKUP = {
         body: "HSA contributions are deductible above the line and reduce AGI directly, regardless of whether the taxpayer itemizes. Eligibility is determined month-by-month based on HDHP coverage. The last-month rule allows full-year contributions if HDHP coverage is in place on December 1, subject to a 13-month testing period \u2014 coverage must continue through December 31 of the following year or contributions are recaptured plus a 10% additional tax."
     },
     "\u00A7401(k)": {
-        title: "Solo 401(k) deadlines",
-        body: "Plan documents must generally be signed by December 31 of the contribution year. SECURE 2.0 \u00A7317 lets sole proprietors with no common-law employees adopt a Solo 401(k) and make first-year employee deferrals as late as the personal tax filing deadline (without extensions). Employer contributions can be made up to the extended filing deadline for all entity types."
+        title: "Solo 401(k) — sole proprietors & single-owner entities only",
+        body: "Solo 401(k) plans are available only to sole proprietors and single-member LLCs with no common-law employees. Plan documents must be signed by December 31 of the contribution year. SECURE 2.0 \u00A7317 allows first-year employee deferrals to be made as late as the personal tax filing deadline (without extensions). Employer contributions can be made until the extended filing deadline. Partnerships, multi-member LLCs, S-Corps, and C-Corps must use other qualified retirement plans (SEP-IRA, SIMPLE IRA, 401(k))."
     },
     "\u00A71400Z": {
         title: "Opportunity Zone timing",

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

@@ -1,13 +1,18 @@
-export interface FieldDef {
-    label: string;
+export interface CatalogFieldDef {
+    label?: string;
     sourceRef?: string;
 }
 export interface CatalogSection {
     head: string;
     fields: string[];
 }
-export interface DocumentCatalogEntry {
+export interface CatalogEntry {
     sections: CatalogSection[];
-    fields: Record<string, FieldDef>;
+    fields: Record<string, CatalogFieldDef>;
 }
-export declare const DOCUMENT_FIELD_CATALOG: Record<string, DocumentCatalogEntry>;
+/**
+ * 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>;

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

@@ -1,245 +1,410 @@
 "use strict";
-// Catalog that maps canonical documentType keys to their review sections and field metadata.
-// Used by DocumentReviewModal to render structured field review UI from parsedData.
+// 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.
 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 = {
-    federal_tax_return: {
+    // ── Profit & Loss ──
+    profit_loss: {
         sections: [
+            { head: "Revenue", fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"] },
             {
-                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: "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: "Net Income", fields: ["net_operating_income", "income_tax_provision", "net_income"] },
         ],
         fields: {
-            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" },
+            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" },
         },
     },
-    profit_loss: {
+    // ── Balance Sheet ──
+    balance_sheet: {
         sections: [
             {
-                head: "Revenue",
-                fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"],
+                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: "Operating Expenses",
+                head: "Liabilities",
                 fields: [
-                    "total_operating_expenses",
-                    "salaries_wages_staff",
-                    "rent_expense",
-                    "depreciation_expense",
-                    "amortization_expense",
-                    "advertising_marketing",
-                    "professional_fees",
-                    "insurance_nonhealth",
-                    "business_meals",
-                    "other_expenses",
+                    "accounts_payable", "accrued_liabilities", "deferred_revenue",
+                    "short_term_debt", "long_term_debt_current_portion",
+                    "total_current_liabilities", "long_term_debt", "total_liabilities",
                 ],
             },
             {
-                head: "Net Income",
-                fields: ["net_operating_income", "net_income"],
+                head: "Equity",
+                fields: [
+                    "common_stock_par_value", "additional_paid_in_capital",
+                    "retained_earnings", "aaa_balance", "owners_equity",
+                    "total_equity", "total_liabilities_and_equity",
+                ],
             },
         ],
         fields: {
-            total_revenue: { label: "Total Revenue" },
-            cost_of_goods_sold: { label: "Cost of Goods Sold (COGS)" },
-            gross_profit: { label: "Gross Profit" },
-            total_operating_expenses: { label: "Total Operating Expenses" },
-            salaries_wages_staff: { label: "Salaries & Wages" },
-            rent_expense: { label: "Rent / Lease" },
-            depreciation_expense: { label: "Depreciation" },
-            amortization_expense: { label: "Amortization" },
-            advertising_marketing: { label: "Advertising & Marketing" },
-            professional_fees: { label: "Professional Fees" },
-            insurance_nonhealth: { label: "Insurance" },
-            business_meals: { label: "Meals & Entertainment" },
-            other_expenses: { label: "Other Expenses" },
-            net_operating_income: { label: "Net Operating Income" },
-            net_income: { label: "Net Income" },
+            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: "" },
         },
     },
-    balance_sheet: {
+    // ── Federal Tax Return (1120S, 1120, 1065, Schedule C) ──
+    federal_tax_return: {
         sections: [
             {
-                head: "Assets",
+                head: "Entity & Filing",
                 fields: [
-                    "total_current_assets",
-                    "total_assets",
-                    "cash_and_equivalents",
-                    "accounts_receivable",
-                    "inventory",
-                    "prepaid_expenses",
-                    "property_equipment_net",
-                    "accumulated_depreciation",
+                    "entity_tax_classification", "ein", "date_incorporated",
+                    "accounting_method_box", "industry_naics",
+                    "amended_return_flag", "initial_return_flag", "final_return_flag",
                 ],
             },
             {
-                head: "Liabilities",
+                head: "Income",
                 fields: [
-                    "total_current_liabilities",
-                    "total_liabilities",
-                    "accounts_payable",
-                    "accrued_liabilities",
-                    "deferred_revenue",
-                    "short_term_debt",
-                    "long_term_debt",
-                    "total_liabilities_and_equity",
+                    "gross_receipts_L1a", "returns_and_allowances_L1b", "revenue",
+                    "cost_of_goods_sold", "gross_profit", "total_income",
                 ],
             },
             {
-                head: "Equity",
+                head: "Deductions",
                 fields: [
-                    "total_equity",
-                    "retained_earnings",
-                    "owners_equity",
-                    "common_stock_par_value",
-                    "additional_paid_in_capital",
+                    "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: "Tax Computation",
+                fields: [
+                    "net_income", "nol_deduction", "total_tax",
+                    "estimated_tax_payments", "tax_due_or_overpayment",
+                    "self_emp_hi",
                 ],
             },
         ],
         fields: {
-            total_current_assets: { label: "Total Current Assets" },
-            total_assets: { label: "Total Assets" },
-            cash_and_equivalents: { label: "Cash & Equivalents" },
-            accounts_receivable: { label: "Accounts Receivable" },
-            inventory: { label: "Inventory" },
-            prepaid_expenses: { label: "Prepaid Expenses" },
-            property_equipment_net: { label: "Fixed Assets (Net)" },
-            accumulated_depreciation: { label: "Accumulated Depreciation" },
-            total_current_liabilities: { label: "Total Current Liabilities" },
-            total_liabilities: { label: "Total Liabilities" },
-            accounts_payable: { label: "Accounts Payable" },
-            accrued_liabilities: { label: "Accrued Liabilities" },
-            deferred_revenue: { label: "Deferred Revenue" },
-            short_term_debt: { label: "Short-Term Debt" },
-            long_term_debt: { label: "Long-Term Debt" },
-            total_liabilities_and_equity: { label: "Total Liabilities & Equity" },
-            total_equity: { label: "Total Equity" },
-            retained_earnings: { label: "Retained Earnings" },
-            owners_equity: { label: "Owner's Equity" },
-            common_stock_par_value: { label: "Common Stock" },
-            additional_paid_in_capital: { label: "Opening Balance Equity" },
+            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" },
         },
     },
-    schedule_k1_s_corp: {
+    // ── W-3 (Payroll Summary) ──
+    w3: {
         sections: [
             {
-                head: "Ordinary Income",
-                fields: ["ordinary_income", "net_rental_income", "interest_income", "dividend_income"],
+                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: "Deductions & Credits",
-                fields: ["section_179_deduction", "charitable_contributions", "credits"],
+                head: "Benefits & Other",
+                fields: [
+                    "dependent_care_benefits_box10", "nonqualified_plans_box11",
+                    "owner_w2_comp", "employees",
+                ],
             },
         ],
         fields: {
-            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" },
+            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" },
         },
     },
-    schedule_k1_partnership: {
+    // ── Payroll Records ──
+    payroll_records: {
         sections: [
             {
-                head: "Ordinary Income",
-                fields: ["ordinary_income", "net_rental_income", "guaranteed_payments", "interest_income"],
+                head: "Totals",
+                fields: [
+                    "employees", "w2_wages_paid_total",
+                    "total_federal_withholding", "total_ss_withholding",
+                    "total_medicare_withholding",
+                ],
             },
             {
-                head: "Deductions & Credits",
-                fields: ["section_179_deduction", "charitable_contributions", "self_employment_earnings"],
+                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",
+                ],
             },
         ],
         fields: {
-            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" },
+            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: "" },
         },
     },
+    // ── Fixed Asset Schedule ──
     fixed_asset_schedule: {
         sections: [
             {
-                head: "Asset Summary",
-                fields: ["total_asset_cost", "total_accumulated_depreciation", "total_net_book_value", "bonus_depreciation_taken", "section_179_taken"],
+                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",
+                ],
             },
         ],
         fields: {
-            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" },
+            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: "" },
         },
     },
-    payroll_records: {
+    // ── State Tax Return ──
+    state_tax_return: {
         sections: [
             {
-                head: "Payroll Summary",
-                fields: ["total_payroll", "owner_compensation", "employee_count", "total_wages", "employer_taxes"],
+                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",
+                ],
             },
         ],
         fields: {
-            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" },
+            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: "" },
         },
     },
-    form_1099_nec_summary: {
+    // ── Form 4562 (Depreciation & Amortization) ──
+    form_4562: {
         sections: [
             {
-                head: "1099-NEC Summary",
-                fields: ["total_nec_payments", "contractor_count", "largest_single_payment"],
+                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",
+                ],
             },
         ],
         fields: {
-            total_nec_payments: { label: "Total NEC Payments" },
-            contractor_count: { label: "Contractor Count" },
-            largest_single_payment: { label: "Largest Single Payment" },
+            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: "" },
         },
     },
-    state_tax_return: {
+    // ── Form 8889 (HSA) ──
+    form_8889: {
         sections: [
             {
-                head: "State Tax",
-                fields: ["state", "state_taxable_income", "state_tax_owed", "state_effective_rate", "state_credits"],
+                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",
+                ],
             },
         ],
         fields: {
-            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" },
+            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" },
         },
     },
 };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.79",
+  "version": "1.14.81",
   "description": "",
   "main": "lib/index.js",
   "scripts": {