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Preparer dashboard
Triage returns, surface risk flags, and review client files.
In review queue
2
Missing docs
2
Completed (YTD)
1
Refunds out
$15,880
| Client | Status | Preparer | Progress | Refund / Due | Risk | |
|---|---|---|---|---|---|---|
Alicia Romero TB-1041 · alicia@example.com | Ready for review | J. Patel | 100% | $2,840 | Low | Open |
Marcus Chen TB-1042 · marcus@example.com | Missing information 3 doc(s) missing | Unassigned | 62% | −$1,250 | Medium | Open |
Priya Shah TB-1043 · priya@example.com | In preparer review | J. Patel | 100% | $4,120 | Low | Open |
David Okafor TB-1044 · david@example.com | Documents uploaded 1 doc(s) missing | S. Nguyen | 78% | $980 | Low | Open |
Yuki Tanaka TB-1045 · yuki@example.com | Client approval required | S. Nguyen | 95% | $6,200 | High | Open |
Hannah Berg TB-1046 · hannah@example.com | Completed | J. Patel | 100% | $1,740 | Low | Open |