Preparer, admins & Owner

Reference library

Mock data. Upload form is a disabled placeholder. No files are actually accepted or stored. No real client, financial or account data exists here yet — this screen is not wired to Ledger, the Vault, Discord or any agent.
This is one of the two pages a Preparer account sees in production (Manual-B B23, B38), alongside Replies.
Real progress, separate from the sample rows below: the internal training course material this page is meant to surface (Manual-B Stage B3 second bullet) has been ingested intoops/irs-library/training/ — the 2021 "Guide to Start and Grow Your Successful Tax Business" PDF, hashed and versioned inmanifest.json. It is tagged "training, not authority" and is not yet wired into this page's live upload/approval flow (that still needs the real backend + Access auth described in README.md).

Upload a lesson or form

Real version blocks any upload containing an SSN-like number or other client information before it ever reaches storage (B23.2 acceptance test).

ItemStatusAutomatic checks
Sample lesson: Form W-2 basicsapprovedSample: no SSN-like patterns found
Sample lesson: Schedule C overviewwaitingSample: automatic check pending
Sample form explainer: Form 1099-NECrejectedSample note: needs a 2026 threshold update