Document index

Every document the client or firm provided, where it landed on the return — or why it didn't.

Doc	Title	Area	Received	Status
D01	Engagement letter, tax year 2025 (signed)	Household & identity	2026-01-12	reference only Supports identity / engagement; no return line.
D02	Consent to use and disclose tax return information	Household & identity	2026-01-12	reference only Supports identity / engagement; no return line.
D03	IRS notice CP01A - Identity Protection PIN (Ngozi Okafor)	Household & identity	2026-01-21	reference only Supports identity / engagement; no return line.
D04	Driver license - Ngozi Okafor	Household & identity	2026-01-21	reference only Supports identity / engagement; no return line.
D05	Driver license - Erik Lindqvist	Household & identity	2026-01-21	reference only Supports identity / engagement; no return line.
D07	2024 workpaper file from prior preparer (export)	Household & identity	2026-01-21	reference only Narrative workpaper export; its content is reproduced as structured data in prior_years.prior_preparer_workpaper.
D69	IRS account transcript, tax period Dec 2025 (pulled by firm)	Payments & penalties	2026-03-12 late	reference only Agency transcript; reproduced as structured data in tax_agency_records.irs_account_transcript_2025.
D70	IRS CP2000 for tax year 2023 and resolution letter	Household & identity	2026-01-21	reference only Resolved prior-year notice; summarized in tax_agency_records.notices.

Completeness: 0 unaccounted. "Late" = received after the client marked the upload complete (2026-03-02).