Season replay

The packet's timeline, with the season clock. Documents, engine versions, messages and agency records appear when they existed. Workpaper actions are stamped with the clock.

Clock: 2026-06-23 12:00 · engine version visible: v3

2026-01-12	engagement signed D01 D02	✓
2026-01-20	questionnaire submitted qa-01	✓
2026-03-02	client marked upload complete msg-04	✓
2026-03-04	return computed v1	✓
2026-03-09	work started · Priya Raman	✓
2026-03-12	irs transcript pulled · Priya Raman D69	✓
2026-03-18	document received D31	✓
2026-03-19	return computed v2	✓
2026-03-24	staff joined engagement · Marcus Bell	✓
2026-03-26	client call · Priya Raman call-01	✓
2026-03-27	document received D73	✓
2026-04-10	document received D26	✓
2026-04-14	extension filed with payment · Daniel Ortiz Form 4868 with 36,000 and FTB 3519 with 0 (estimated from v2; see what_if.extension). v2	✓
2026-05-29	document received D43	✓
2026-06-05	document received D40 msg-06	✓
2026-06-22	document received D37 D38	✓
2026-06-23	return computed v3	✓
2026-06-30	client message msg-07
2026-07-01	client message msg-08
2026-07-10	client approved and signed 8879 Form 8879 and FTB 8879 signed electronically. Taxpayer PIN ••••••; spouse PIN ••••••. Amounts: as shown on the return the firm presented for approval (your final return). msg-09
2026-07-13	efile rejected agency:/efile
2026-07-13	document received D71 msg-10
2026-07-14	efile accepted federal agency:/efile
2026-07-15	efile accepted california agency:/efile
2026-07-20	federal balance paid Balance due on the filed federal return paid by direct debit (after 2026-04-15: interest and failure-to-pay penalty apply). agency:/irs_account_transcript_2025
2026-08-21	california refund issued Overpayment on the filed California return refunded by direct deposit. agency:/ftb_account
2027-01-04	quality review selected return · Sam Adeyemi
2027-01-15	next year engagement started · Priya Raman 2026 return: the next preparer opens this file to roll forward.
2028-01-26	notice received agency:/notices/1 D72

Scripted e-file outcomes depend on what you send: submit with Theo's SSN uncorrected and the IRS rejects it exactly as the packet says (R0000-504-02); fix it first and it's accepted.