CERT-ADDITIONAL-INFO-LIVE

Live Additional Information — V1 Plan Runner

Single-screen live certification for the Additional Information (OLTFedAdditionalInformation) page. The Tax Professional opens the Jordan Riley test return in TaxProLink, advances to Additional Info, and clicks Run Abbicus. The engine builds a V1 ScreenFillPlan covering the minimum fields TPL requires to Save (digital-assets answer, driver's license / state ID block, IRS LEP = No) and ships it to the agent. Preparer-side due-diligence attestations (in-person verification, government-ID-valid, financial-record checks) are intentionally left for the operator.

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.

·
Agent version
Expected v0.1.80
·
Chrome / CDP reachable
not yet checked
·
TaxProLink tab attached
not yet checked
·
Expected screen detected
not yet checked
·
First field focused by agent
not yet checked

Run Certification

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

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.

Tree anchor id:

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

Jordan B. Riley

Filing status

Single

Household

Single-screen V1-plan parity test — Additional Info only

Location

Fictional — Austin, TX

Organizer summary

Live-DOM certification for the V1 additional-info mapper. Run only after CERT-PERSONAL-INFO-LIVE-V1PLAN has been advanced for the same SSN; this cert assumes the return already exists and the preparer is parked on OLTFedAdditionalInformation.

Run mode: V1 Plan Runner (execution_scope="live_additional_info_v1plan")
Plan is fixed at two steps: session_check + run_v1_screen_plan
Single real-browser op per run: tpl.screen.run_plan
Mapper source: src/lib/tpl-mapper/mappings/additional-info.ts
Operator-owned attestations are deliberately not auto-filled

Source documents

The package of documents this client provided to the preparer.

Synthetic identity: Jordan B. Riley (fictional)Other
Fictional Texas Driver LicenseID

Document checklist

Source documents the preparer would receive from this client.

Synthetic identity (fictional)Other
Government-issued photo ID (fictional)ID

Expected supported forms

—

Expected Abbicus workflow

Preparer-facing description of the steps Abbicus will perform.

Verify the preparer's TaxProLink session is open and parked on OLTFedAdditionalInformation for the Jordan Riley return(—)
Build a V1 ScreenFillPlan for the Additional Information screen, ship it to the agent via tpl.screen.run_plan, fill the digital- assets question and the driver's-license block, click Save, and verify navigation advanced (or that a recognized validation interstitial appeared)(—)

Expected review items

No items expected to require preparer review.

Expected outcomes

Frozen reference outcomes used by regression and demos.

Execution

2 steps — Completed

Plan is fixed at session_check + run_v1_screen_plan because the Return Summary carries execution_scope="live_additional_info_v1plan".

Reconciliation

0 forms, 9 matches, 0 review items

Completed return

Not a completed return — single-screen parity certification only
DOM-verified via V1 mapper: digital assets, ID type/state/number, ID issue + exp dates, IRS LEP = No

Return Summary

A canonical Return Summary is attached to this client and ready for the engine.

rs_cert_additional_info_live · version 0.1.0

Authoring notes

Live single-screen certification. Requires the Jordan Riley test return to already exist (created by CERT-PERSONAL-INFO-LIVE-V1PLAN) and the preparer to be parked on the Additional Information page before clicking Run Abbicus.