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Decision desk — every row is one decision with one action; ordered by blocking, then dollars, then due date
2026-09-19
Returns in preparation 1Fields awaiting verification 2Open items 9Preparation gates 2 passing / 10 failing

Needs attention — decision queue (3)

Avery, Jordan & Casey — Verify extracted W-2 fields — Bluebird (2 fields, one suspected OCR error)
TY 2025 · Form 1040 + CA 540fields at 58% / 41% confidenceDue Oct 15, 2026
Verify fields →
Avery, Jordan & Casey — Missing expected Schedule K-1 — Maple Grove Partners
TY 2025 · Form 1040 + CA 540prior-year expected itemDue Oct 15, 2026
Open Prior Year →
Avery, Jordan & Casey — Unknown basis — Foxglove noncovered lot ($1,200 proceeds, TD-01)
TY 2025 · Form 1040 + CA 540reviewer-judgment itemDue Oct 15, 2026
Open workpaper →

Go to

1040 Tax Workpapers — Avery TY 2025 Open items 9 Prior-year exceptions 4 UltraTax transfer — Clients 6 Approval chain ✔

My preparation work (TJ Kim)

Avery, Jordan & Casey — Verify Bluebird W-2 fields, then work the open items (9)
TY 2025 · Form 1040 + CA 540In preparationDue Oct 15, 2026
Open workspace →

My reviews (Eli Remba)

Nothing submitted yet
The Avery return reaches your review queue after the preparer passes all 12 gates and submits.

Awaiting approval (Gil Pocker)

Nothing awaiting approval
Income-tax returns reach you after review completion.

UltraTax boundary

Owlcore prepares the supported work and preserves its evidence. Your firm reviews the return, makes tax decisions, signs, and e-files through UltraTax CS.

Income-tax lifecycle state is simulated per page (browser-local) and resets on refresh; this queue reflects the Avery engagement's initial state.

Needs attention — decision queue (2)

Blue Harbor Books LLC — POS↔GL does not tie by $500.00
B1102026 Q2 · CA Sales Taxowner TJ Kimreviewer Eli Remba50 days overdue
$500.00 Resolve variance →
Dune & Vine Catering LLC — Intake has not started and the statutory date has passed
2026 Q2 · CA Sales Taxowner —reviewer —50 days overdue
Start intake →

Go to

Reviews 1 My Work 5 Due Soon 0 Exceptions 1 Clients 5 Approval chain ✔

My preparation work (TJ Kim)

Blue Harbor Books LLC — Resolve exception / rework and re-run pre-review
2026 Q2 · CA Sales Tax50 days overdue
Resolve variance →
Cedar Peak Fitness Inc — (with reviewer)
2026 Q2 · CA Sales Tax50 days overdue
View review status →
Ember & Oak Bistro LLC — Finish verification, pass pre-review, hand off
2026 Q3 · Federal PayrollDue Nov 2, 2026
Open workpapers →

My reviews (Eli Remba)

Cedar Peak Fitness Inc — Ready for your review
2026 Q2 · CA Sales Tax0 suggested note(s)50 days overdue
Start review →

Awaiting approval (Gil Pocker)

Nothing awaiting approval
Files reach you after review sign-off; none are there yet.

Ready to advance

Nothing staged to advance
Approved and Ready-to-File engagements land here.

Recent changes

2026-07-06 16:00Eli Remba lock → DEMO-E01_2026-Q2_CA-SALES
2026-07-06 14:00Gil Pocker approve_filing → DEMO-E01_2026-Q2_CA-SALES

Workload and pipeline detail: Reports · completions: Archived / Locked