Agent Configuration | Personal Tax Agent

✓

INTAKE

✓

RULES

CONFIG

DASHBOARD

DETAIL

📋 Schedule C Entities

Each sole proprietorship generates a separate Schedule C. Add EIN and principal business codes as needed.

Entity Name	Type	EIN (Optional)	Business Code	Schedule

± Sign Convention

Expenses negative, Income positive

e.g. –$125.37 for purchases, +$4,500.00 for revenue

Expenses positive, Income negative

Less common — used by some accounting exports

📊 Workpaper Preferences

Select which schedules Agent 4 (Workpaper Builder) should generate.

1040 — Personal income summary Schedule C — Fin-Tegration Schedule C — Prum Technology Consulting Schedule C — Watch Activity Schedule D — Investment gains/losses

🤖 Agent Architecture

📥

Tax-Ingestion-Router

Classifies files, routes to parsers

🔄

Tax-Statement-Parser

Normalizes CSVs → Transactions

🏷️

Tax-Categorizer-Reconciler

Assigns categories, checks 1099s

📋

Tax-Workpaper-Builder

Builds schedule-ready workpapers

🧑‍🏫

Tax-Coach-Agent

Reviews items, TurboTax checklist

🎮 Demo Mode

Generate demo data on dashboard — realistic transactions across all entities and sources

← Back Save & Launch Dashboard →

⚙️ Agent Configuration