Abbicus
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CERT-001

Basic Wage Earner

Single filer with one W-2, modest savings interest, and a federal refund returned by direct deposit. The simplest end-to-end demonstration.

Ready to run
Launch a run
Dispatch this Certification Client for execution. Certification runs only execute on the paired Windows Agent.

Enqueues this client's Return Summary onto the work queue. The paired Windows Agent picks the job up on its next poll and drives TaxProLink end-to-end. Requires a paired workstation with the Agent online and a TaxProLink session the preparer has signed in to.

Diagnostics

Behind-the-scenes checks Abbicus runs before each execution: agent, Chrome tab, expected screen, anchor field, plus the full top URL / frame map / tab list on failure.

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    Agent version

    Expected v0.1.80

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    Chrome / CDP reachable

    not yet checked

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    TaxProLink tab attached

    not yet checked

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    Expected screen detected

    not yet checked

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    First field focused by agent

    not yet checked

Run Certification

Run Preflight above. This button enables when all preflight checks pass.

Chained run (2 screens, one click)

  1. Personal Information — Fill the Personal Information page (name, DOB, address, contact, filing status, 1095-A=No), Save, and verify TPL advances off the screen.
  2. W-2 Entry — Park TPL on a fresh W-2 detail screen (click New on the W-2 grid), then click Run Abbicus to fill all boxes, Save, and verify TPL returns to the W-2 grid with the row persisted.

Abbicus deep-link navigates between screens. No operator-manual step in between.

Manage workstations

Engine-only simulator runs live at /dev/simulator.

Navigation & Mapper Probe (v0.1.56)

Read-only TPL probe. The form_grid_dom probe stops at the grid; the new form_entry_dom probe (v0.1.56) continues through Add New and enumerates every editable field on the blank entry form so we can build the mapper. Neither probe types a value or clicks Save. Every completed run is auto-saved and listed below.

Form Grid DOM probe (generalized)

Fill and save Personal Information first (or run CERT-001). Enter the tree anchor id (e.g. 1099R, 1099INT, 1099DIV, W2), then press Capture. The probe locates the live treeview frame by URL pattern, dumps every anchor, synthetic-clicks the requested anchor, polls for the grid frame, and dumps every control + every onclick attribute containing nextCall=. It stops there.

Legacy probes (inspection only)

Recent probe captures (auto-saved)

No captures yet.

Demonstration profile

Tax year

2025

Population

Basic W2

Expected reconciliation outcome

All match

Client profile

Name

Morgan T. Avery

Filing status

Single

Household

One adult, no dependents

Location

Renter — Austin, TX

Organizer summary

Returning client. No life events this year. Continued employment at Cedar Park Logistics; small savings account at Lone Star Federal Credit Union.

  • Employment unchanged from prior year
  • No dependents; no education or HSA activity
  • Wants refund via direct deposit to the same checking account as last year
Source documents
The package of documents this client provided to the preparer.
  • Tax Organizer (signed)Organizer
  • Texas Driver License (front + back)ID
  • Form W-2 — Cedar Park Logistics, Inc.W-2
  • Form 1099-INT — Lone Star Federal Credit Union1099-INT
Document checklist
Source documents the preparer would receive from this client.
  • Tax OrganizerOrganizer
  • Government-issued photo IDID — TX Driver License
  • W-2 — Cedar Park Logistics, Inc.W-2
  • 1099-INT — Lone Star FCU1099-INT
Expected supported forms
Form 1040
Schedule B (if applicable)
Expected Abbicus workflow
Preparer-facing description of the steps Abbicus will perform.
  1. Verify the preparer's TaxProLink session is open and parked on Personal Information(—)
  2. Enter taxpayer personal information and Save (automated)(Form 1040)
  3. Deep-link navigate to the W-2 Entry screen (automated)(—)
  4. Enter the W-2 from Cedar Park Logistics and Save (automated)(Form W-2)
  5. Enter the 1099-INT from Lone Star FCU (automation pending)(Form 1099-INT)
  6. Set federal refund to direct deposit on the preparer's record account(Form 1040)
  7. Submit for read-back verification and produce reconciliation(—)
Expected review items

No items expected to require preparer review.

Expected outcomes
Frozen reference outcomes used by regression and demos.

Execution

7 steps — Completed

Chained run: session check → Personal Information (save) → deep-link to W-2 → W-2 Entry (save). 1099-INT and refund disposition automation are the next certification steps.

Reconciliation

4 forms, 4 matches, 0 review items

Completed return

AGI $60,000 – $65,000

Refund: ~$1,200 – $1,600

  • Standard deduction (single)
  • No credits claimed
  • Federal refund via direct deposit
Return Summary
A canonical Return Summary is attached to this client and ready for the engine.

rs_cert001 · version 0.1.0

Authoring notes

Permanent demonstration. Driver License number, account numbers, and SSN are fictional. Safe for screenshots, videos, and training.