Stage 1 / 4
Canopy Records
Client: Jordan & Sarah Chen · Filing: Married Filing Jointly · TY 2025
Smart Intake Answers
- Filing status
- Married Filing Jointly
- Dependents
- 2 (1 newborn, March 2025)
- Returned to office
- March 2025
- Small business income
- Yes (Sarah Chen LLC)
- Foreign accounts
- No
Prior-Year Return (TY 2024)
- AGI
- $187,400
- Total tax
- $32,180
- Refund
- $1,240
- Key deductions
- Home office (partial year), Traditional IRA
Source Documents
- W-2· Acme CorpWages$142,000
- 1099-NEC· Sarah Chen LLCSelf-employment$28,000
- 1099-DIV· SchwabDividends$3,200
Workflow Context
Partner notePartner Sarah Patel reviews this client's K-1s with extra scrutiny (per 2024 partner memo).
This is what only Canopy sees.
Filed sees source docs + intake. Canopy adds prior-year context and workflow patterns — the substrate the AI reasons against.