Smith LLC – 2025 1065

ENT-2025-004•In Prep•

Step 2/6: Tax Input Preparation

33%

Internal dueIn 3 days·Next task:Review K-1 allocations

Return dueSep 15, 2026Extension: FiledOriginal: Mar 15, 2026

2 pending

Risk LevelMedium

AI Impact

60% automation•1.5h saved

Issues

5 openView

At a Glance

Intake completed

Next action:Review K-1 allocations

Financial Overview (2025 vs 2024)

Total Income

$245,00012%

W-2 Wages$210,000

Interest / Dividends$15,000

Capital Gains

$15,000Check for wash sales

Deductions & Credits

$42,5005%

Standard Deduction$29,200

Child Tax Credit$4,000

Mortgage Interest$9,800

Potential Tax Benefits

1 likely

Filter:

7 not triggered

Filing Information

Filing Status

Married Filing Jointly

Dependents

2 Children

Residency

US Resident (CA)

AMT Status

Not Applicable

Documents Snapshot

Missing:2

Provided:1

Needs Review:1

Top Missing Items

1099-INT (Chase)K-1 (Partnership)

Recent Activity

10 min agoDocument analysis completed for W-2

15 min agoCompared income with 2024 return

20 min agoFlagged missing 1099-INT from Chase

No critical issues found so far. See full details in Activity tab.