Assigned to you 1Fields awaiting verification 2Open items 9Due Oct 15, 2026
Do next (1)
Avery, Jordan & Casey — Verify extracted W-2 fields — Bluebird (2 fields, one suspected OCR error)
Avery, Jordan & Casey — Missing expected Schedule K-1 — Maple Grove Partners
Avery, Jordan & Casey — Unknown basis — Foxglove noncovered lot ($1,200 proceeds, TD-01)
Open items on the Avery return (9)
Avery, Jordan & Casey — 9 open items — missing K-1, unknown basis, unconfirmed Q3 estimate, material interest change…
Nothing submitted for income-tax review
The Avery 1040 reaches your queue after the preparer passes all 12 gates and submits.
Nothing awaiting income-tax approval or filing
Returns reach you after review completion; filing events are recorded after a human files in UltraTax.
Income-tax lifecycle state is simulated per page (browser-local) and resets on refresh; this queue reflects the Avery engagement's initial state.
Assigned to you 3Blocked 1Notes awaiting response 150 days overdue
Do next (3)
Blue Harbor Books LLC — Resolve exception / rework and re-run pre-review
Cedar Peak Fitness Inc — (with reviewer)
Ember & Oak Bistro LLC — Finish verification, pass pre-review, hand off
Review notes awaiting your response (1)
Blue Harbor Books LLC — 14 suggested review note(s) from the pre-review checks
Changed since your last visit (demo: since Sep 17)
Blue Harbor Books LLC — In Preparation
Cedar Peak Fitness Inc — In Review
Unassigned intake
Demo Roasters LLC — Unassigned — claim and start intake
Dune & Vine Catering LLC — Unassigned — claim and start intake
Waiting on you 1Blocked upstream 1Suggested notes 0
Waiting on your review (1)
Cedar Peak Fitness Inc — passed pre-review checks, awaiting your review
2026 Q2 · CA Sales Tax0 figure(s) changed since review0 suggested note(s)preparer TJ Kim50 days overdue
Blocked before review (1)
Blue Harbor Books LLC — blocked: 1 open exception(s)
2026 Q2 · CA Sales Tax6 figure(s) changed since review14 suggested note(s)preparer TJ Kim50 days overdue
Awaiting approval 0In review 1Blocked 1Approval chain VALID ✔
Awaiting your approval (0)
Nothing awaiting approval
Files reach you after review sign-off; none are there yet.
Watch — blocked or overdue upstream
Blue Harbor Books LLC — Blocked upstream of approval
Recent approval activity
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 by preparer
| Preparer | Open | Blocked | Nearest due | Periods |
|---|---|---|---|---|
| DEMO:TJ Kim | 3 | 1 | 2026-07-31 | DEMOB-E01_2026-Q2_CA-SALES · DEMOC-E01_2026-Q2_CA-SALES · DEMOE-E01_2026-Q3_FED-PR |
| (unassigned) | 2 | 0 | 2026-07-31 | DEMO-E01_2026-Q3_CA-SALES · DEMOD-E01_2026-Q2_CA-SALES |
Workload by reviewer
| Reviewer | Open | Blocked | Nearest due | Periods |
|---|---|---|---|---|
| DEMO:Eli Remba | 3 | 1 | 2026-07-31 | DEMOB-E01_2026-Q2_CA-SALES · DEMOC-E01_2026-Q2_CA-SALES · DEMOE-E01_2026-Q3_FED-PR |
| (unassigned) | 2 | 0 | 2026-07-31 | DEMO-E01_2026-Q3_CA-SALES · DEMOD-E01_2026-Q2_CA-SALES |