[ { "niche": "accounting-embed", "formKey": "kickoff", "title": "New Accounting & Tax Client Intake (Embed)", "type": "in", "formId": "2qc6xYFrovgvPELfi", "resolved": { "Legal Entity Name (for returns)": "0464c13e-cfce-43d9-961c-2726ef2ff51d", "Client Type (Taxpayer)": "572763c9-bc0c-4776-b61c-75725a28061c", "Entity Formation State": "b8668e0e-f8b9-40cb-9d77-1e43477ff867", "Fiscal Year End Month": "ff2ee0db-8954-4f3a-a3fa-4b1c59714d39", "Accounting Basis": "7180b052-1674-45b8-9c70-1a319eb9ca50", "Industry/Niche Notes (finance)": "0c087d80-45d6-4f5d-ad83-55ea086d9169", "Primary Engagement Type (CPA)": "219c6205-8b85-402e-a73f-c1df108bf7fe", "Bookkeeping System": "2cd2a644-e209-40a8-9c3e-f92c0dd5ab25", "Prior Year Return Received": "9f49e4bc-d346-4b36-9ffd-4621f91ced37", "Document Intake Checklist": "b2b4c3ad-8f14-423c-a76f-576550b70d48", "Tax Engagement Letter Status": "80c7b6ce-260a-43c2-9c0d-c21cb4b723a1", "Accounting Notes (client-specific)": "f1f5a19b-b042-4d10-902c-10e768b1c826" }, "arranged": { "report": [ "textfield \"First name\" order 2", "textfield \"Last name\" order 3", "emailfield \"Email address\" order 4", "textfield \"Legal Entity Name (for returns)\" order 5", "dropdown \"Client Type (Taxpayer)\" order 6", "textfield \"Entity Formation State\" order 7", "dropdown \"Fiscal Year End Month\" order 8", "radio \"Accounting Basis\" order 9", "textarea \"Industry/Niche Notes (finance)\" order 10", "dropdown \"Primary Engagement Type (CPA)\" order 12", "dropdown \"Bookkeeping System\" order 14", "radio \"Prior Year Return Received\" order 15", "dropdown \"Document Intake Checklist\" order 16", "dropdown \"Tax Engagement Letter Status\" order 17", "textarea \"Accounting Notes (client-specific)\" order 19", "relabeled companyfield" ], "count": 21 } }, { "niche": "accounting-embed", "formKey": "books", "title": "Books & Operations Setup (Embed)", "type": "up", "formId": "zLe5rA3RzcKt3FKd", "resolved": { "Entity Formation Date": "14f3fac0-4553-41ac-b53f-90ddc26e3d9b", "Tax ID / EIN (reference only)": "606e0334-bac6-4d97-88ed-ee8c077a19a6", "State Account IDs (reference)": "fa516cad-3502-4f1e-8672-2405b1ce5b80", "Books Access Provided": "0a9ca985-455d-4d5b-bbb3-9ef818be742e", "Bookkeeping Backlog (months)": "c5611371-02b3-41c0-b5ff-2486d225acfd", "Chart of Accounts Template": "097b6d4c-32a6-46b2-9cbf-d9fd56a7ca16", "Receipt Capture Tool": "359ce2a0-1c37-4e0f-8a61-15c52a55548b", "Bank Feed Status": "d2da863a-4965-424c-9fd4-f9d144176e5d", "Financial Institutions (names only)": "f79f4f7c-689c-45b2-9346-c7dafb0456d8", "Primary Sales Channels": "c11ff645-f2d7-4d61-9942-cdfcdaefdb36", "Payroll Provider": "c90c5427-6ebc-4369-beaa-5091d1d1eb8d", "Payroll Frequency": "50d9564f-d660-4095-baa2-54ddbfb859de", "Employee Count (approx.)": "19d1a480-5b41-49fa-9014-3b0a7c2beca2", "Contractor Count (approx.)": "976b9ef5-9da4-432d-b914-4db6d99218e2", "Benefits Admin Platform": "17efdb58-4305-4b42-b7d9-b1827d11f3be" }, "arranged": { "report": [ "datefield \"Entity Formation Date\" order 2", "textfield \"Tax ID / EIN (reference only)\" order 3", "textarea \"State Account IDs (reference)\" order 4", "radio \"Books Access Provided\" order 6", "dropdown \"Bookkeeping Backlog (months)\" order 7", "textfield \"Chart of Accounts Template\" order 8", "dropdown \"Receipt Capture Tool\" order 9", "dropdown \"Bank Feed Status\" order 11", "textarea \"Financial Institutions (names only)\" order 12", "dropdown \"Primary Sales Channels\" order 13", "dropdown \"Payroll Provider\" order 15", "dropdown \"Payroll Frequency\" order 16", "number \"Employee Count (approx.)\" order 17", "number \"Contractor Count (approx.)\" order 18", "dropdown \"Benefits Admin Platform\" order 19" ], "count": 20 } }, { "niche": "accounting-embed", "formKey": "tax", "title": "Tax & Filing Profile (Embed)", "type": "up", "formId": "25c9q5Yp9cDXpgS7A", "resolved": { "Sales Tax Nexus States": "66eec1b3-381d-4891-bf37-3d7b15e15049", "Sales Tax Registration Status": "3a35a28d-46e3-480c-a336-acce9608a91e", "Sales Tax Filing Frequency": "7853ae0d-cd50-480a-b0ed-7010aeb2f8ea", "Sales Tax Platform": "6e9ec91f-81ff-4aa7-966e-156fcbe42b1c", "Primary Filing Jurisdictions": "ef5458bc-a383-49ef-96c3-436ed08f59f0", "Multi-State Filing Required": "00df8a88-d55c-454a-a221-2a59254351db", "Foreign Reporting Required": "cb462f46-a9c1-4537-8e94-29df66cae654", "Extension Filed (current year)": "04b96f06-2fda-412a-9d31-3e0b21070032", "Estimated Taxes Schedule": "edc1be04-97ab-43c0-a047-d102676d4d3f", "Owner/Partner Count": "b761a368-a54e-4aa7-927c-4719fbff7153", "K-1 Recipients (count)": "b8133b31-1077-4741-9f43-cd80f099ec54", "Owner Compensation Approach": "f1838cf8-c998-41c7-a4bd-45e4c739eaa9", "Home Office Deduction Eligible": "6ba2380b-b7d6-4445-b215-ded2f90f828a", "Vehicle/Mileage Tracking Method": "b879b55c-496a-42ce-840e-a2c5cf1aad24", "Crypto/Virtual Currency Activity": "6baa07af-458e-4847-bd8c-9fab2690e583" }, "arranged": { "report": [ "textarea \"Sales Tax Nexus States\" order 2", "dropdown \"Sales Tax Registration Status\" order 3", "dropdown \"Sales Tax Filing Frequency\" order 4", "dropdown \"Sales Tax Platform\" order 5", "textarea \"Primary Filing Jurisdictions\" order 7", "radio \"Multi-State Filing Required\" order 8", "dropdown \"Foreign Reporting Required\" order 9", "radio \"Extension Filed (current year)\" order 10", "dropdown \"Estimated Taxes Schedule\" order 11", "number \"Owner/Partner Count\" order 13", "number \"K-1 Recipients (count)\" order 14", "dropdown \"Owner Compensation Approach\" order 15", "dropdown \"Home Office Deduction Eligible\" order 17", "dropdown \"Vehicle/Mileage Tracking Method\" order 18", "dropdown \"Crypto/Virtual Currency Activity\" order 19" ], "count": 20 } }, { "niche": "accounting-embed", "formKey": "compliance", "title": "Authorizations, Controls & Risk (Embed)", "type": "up", "formId": "2uyF7xoCuzkskREo3", "resolved": { "IRS Authorization (8821/2848) Status": "55c63616-e6fd-4496-a2bb-3de97e128d26", "State POA/Authorization Status": "4c86c841-85db-4abb-adb6-35691304af21", "Cash Handling Controls": "2eba4ebe-3e9f-4cee-8ca6-55926ea4e4bb", "Related-Party Transactions": "5078c890-db1c-4f8b-9cde-f49e5068b74d", "Grant/Relief Programs Involved": "cda807f0-92f9-47ec-8c21-d1f4de8c7cd4", "Prior IRS/State Notices": "7f570432-471a-456c-9be0-2732bfa994b2", "Audit/Examination History": "ddf2d5ec-49bf-42b8-ad68-840d3f749e2c" }, "arranged": { "report": [ "dropdown \"IRS Authorization (8821/2848) Status\" order 2", "dropdown \"State POA/Authorization Status\" order 3", "dropdown \"Cash Handling Controls\" order 5", "dropdown \"Related-Party Transactions\" order 6", "textarea \"Grant/Relief Programs Involved\" order 7", "dropdown \"Prior IRS/State Notices\" order 9", "dropdown \"Audit/Examination History\" order 10" ], "count": 11 } }, { "niche": "accounting-embed", "formKey": "advisory", "title": "Reporting, Assets & Advisory (Embed)", "type": "up", "formId": "2qapE5NagJ2gDhCxJ", "resolved": { "Inventory Tracking": "85ace7d2-0f81-4bf5-af26-4a15bf6c1519", "Inventory Valuation Method": "71b45a26-ec05-4188-8955-6ef79047cb07", "Fixed Assets Register": "67aa0350-2218-47a4-b3fc-67f683674529", "Depreciation Method (books)": "d01a654a-1340-4b38-8338-6165079713a7", "Preferred Monthly Close Day": "2d9e1d6a-3ec4-48ee-b891-227caafb6f68", "Reporting Package Preference": "7769cb8d-6779-4ab4-8688-e9926470de50", "KPI Focus (finance)": "38e6a254-0285-4458-bd22-7784a94ce228", "Advisory Focus Areas": "70533209-07cf-4790-abd8-a27d3aba5802", "Complexity Flags": "ef6d06d7-1af0-49d4-879e-fc3a3dd218cd" }, "arranged": { "report": [ "radio \"Inventory Tracking\" order 2", "dropdown \"Inventory Valuation Method\" order 3", "dropdown \"Fixed Assets Register\" order 4", "dropdown \"Depreciation Method (books)\" order 5", "dropdown \"Preferred Monthly Close Day\" order 7", "dropdown \"Reporting Package Preference\" order 8", "textarea \"KPI Focus (finance)\" order 9", "dropdown \"Advisory Focus Areas\" order 11", "dropdown \"Complexity Flags\" order 12" ], "count": 13 } } ]