CERT-004
Sole Proprietor with Side Practice
Single filer with a part-time W-2 and a Schedule C consulting practice. Includes a self-only HSA (Form 8889) and a current-year Traditional IRA contribution.
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.
Run Certification
Dispatches this Certification Client to the paired Windows Agent.
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.
Tax year
2025
Population
Schedule C
Expected reconciliation outcome
All match
Name
Helena R. Iverson
Filing status
Single
Household
One adult, no dependents
Location
Homeowner — Boise, ID
Returning client. Continues part-time work at Sawtooth Land Trust and runs an independent UX consulting practice (Iverson Field Studio). Self-only HDHP all year with HSA contributions; HSA distributions covered exactly the qualified medical expenses. Made a Traditional IRA contribution before year end.
- Schedule C — UX consulting; cash method; material participation
- HSA — self-only HDHP, code 1 distribution, no taxable remainder
- Traditional IRA contribution — current-year only (no conversions)
- No estimated payments; small balance due covered by withholding
- Tax Organizer (signed)Organizer
- Form W-2 — Sawtooth Land TrustW-2
- Schedule C workpaper — Iverson Field StudioSchedule C support
- 1099-SA — Mountain HSA Bank1099-SA
- 5498-SA — Mountain HSA Bank5498-SA
- Form 5498 — Traditional IRA contribution confirmation5498
- Tax OrganizerOrganizer
- W-2 — Sawtooth Land TrustW-2
- Schedule C workpaperSchedule C support
- HSA statements (1099-SA + 5498-SA)HSA
- Traditional IRA contribution confirmationIRA
- Verify preparer's TaxProLink session is open
- Enter taxpayer personal information(Form 1040)
- Operator completes Additional Information manually before automated income entry(Form 1040)
- Enter the W-2 from Sawtooth Land Trust(Form W-2)
- Enter the Schedule C consulting business(Schedule C)
- Enter the HSA (contributions, distribution, qualified medical expenses)(Form 8889)
- Enter the Traditional IRA contribution(Form 1040 / Schedule 1)
- Set federal refund disposition (direct deposit)
- Submit for read-back verification
- Schedule CConfirm depreciation aggregate and home-office posture before filing.
Execution
9 steps — Completed
Personal + W-2 + Schedule C + Form 8889 + IRA + refund.
Reconciliation
6 forms, 6 matches, 1 review item
Completed return
AGI $70,000 – $80,000
Refund: ~$100 – $500
- Standard deduction (single)
- Self-employment tax on net Schedule C earnings
- HSA deduction for self-only contributions
- Traditional IRA deduction (subject to vendor MAGI check)
rs_cert004 · version 0.1.0
Permanent demonstration. SSN, EIN, account, and policy numbers are fictional. HSA distribution equals qualified medical expenses so no taxable remainder; IRA contribution is a straight current-year Traditional contribution (no conversions or recharacterizations).