Parkhurst Consulting

IRS Checklist Routing — enter the firm passcode

IRS Transcript → 1040 Checklist Routing

Firm Hub DB · Client Info — taxpayer resolves by SSN, routes to the correct checklist tab. Client Info table ↗

Tax-client routing

Needs a human decision

    All 1040 households

    All Routed Needs tab Non-tax Full SSN exposed
    Client (Account) Master Checklist Tab SSN L4 Status
    Read-only · pulls live from Client Info on every open/reload inside Cowork. SSNs are never displayed in full — only last-4 presence and the destination tab. Outside Cowork this file renders an embedded snapshot (captured 2026-08-03) in which every Tax ID is reduced to its last 4 characters. "Non-tax" = no current Tax service on file, so no checklist tab is expected.
    Source of record: Dropbox /Cowork/irs-checklist-routing-control-panel.html. Transcript matching itself runs in the irs-transcript-airtable-checklist skill — this panel only shows whether routing is possible.