计算机使用智能体分类English
R14.04.01.01 · 任务小类

税务软件报税

Tax preparation in tax software

Prepare a return from documents in consumer or SMB tax software.

20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计,不是执行结果。

历史小类地址:R05.04.01.01 · 提案 ID 保留原值。

典型应用
TurboTax · H&R Block · FreeTaxUSA
小类 GUI 需求标签
G2 · GUI 必要

任务提案 · 20

展开查看完整原文与建议检查方式;两种界面均保留提案英文原文。

R05.04.01.01-T01 Prepare a single filer's W-2 and interest return in FreeTaxUSA

原始指令

FreeTaxUSA test account, tax year 2025. Synthetic taxpayer 'Jordan Pike' (single, no dependents): input/client_docs/w2_pike.pdf (wages 84,200, federal withholding 9,100) and 1099-INT (412). Enter everything, take the standard deduction, stop at the e-file submission page, and save the federal return PDF to output/return.pdf.

平台
web · 任意系统(网页)
应用
FreeTaxUSA
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
risk · 高风险 / 不可逆
提案难度
2 / 5

建议验证方式

Parsed 1040 lines 1a, 2b, 11, 15, 24, 25a and 34 equal key; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail; network log must show no e-file transmission.

建议部分得分

40% income lines; 40% tax and refund; 20% stopped before submission

R05.04.01.01-T02 Add a qualifying child and claim the child tax credit in TurboTax Online

原始指令

TurboTax Online test return for 'Avery Lin' already contains a W-2. Add dependent child 'Noah Lin' (age 7, lived with taxpayer all year, SSN in input/dependent.txt), switch filing status to head of household where eligible, and save the 1040 plus Schedule 8812 PDF to output/. Do not file.

平台
web · 任意系统(网页)
应用
TurboTax Online
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
risk · 高风险 / 不可逆
提案难度
2 / 5

建议验证方式

1040 filing status HOH; lines 19/28 (CTC/ACTC) and 34 equal key; Schedule 8812 present; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail; network log must show no e-file transmission.

建议部分得分

30% dependent and status; 50% credit lines; 20% refund line

R05.04.01.01-T03 Enter unemployment compensation and report the refund change in H&R Block Online

原始指令

H&R Block Online test return for 'Sam Ortega' (refund shown at start). Enter input/client_docs/1099g_ortega.pdf (unemployment 6,450, federal withholding 645). Write the refund before, after, and the change to output/answer.txt; save the updated 1040 PDF to output/.

平台
web · 任意系统(网页)
应用
H&R Block Online
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP12 · 答案 / 决策
条件
risk · 高风险 / 不可逆
提案难度
1 / 5

建议验证方式

Schedule 1 line 7 equals 6,450; 1040 line 34 equals key; answer.txt before/after/change exact; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

40% 1099-G entered correctly; 40% answer values; 20% PDF saved

R05.04.01.01-T04 Prepare a Schedule C with simplified home office and vehicle mileage in TurboTax

原始指令

TurboTax Home & Business desktop, TY2025, new return for synthetic freelancer 'Rita Okafor' (single). Inputs: input/client_docs/ (1099-NECs, expense ledger xlsx, home office 220 sq ft, mileage log 6,120 business miles). Complete Schedule C, SE and QBI, using the simplified home-office method and standard mileage. Save the .tax2025 file and the PDF.

平台
mac · macOS win · Windows
应用
TurboTax Desktop · Excel
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物
WP02 · 记录 / 表格
条件
multiapp · 多应用
提案难度
3 / 5

建议验证方式

Schedule C lines 1, 9, 28, 30, 31, Schedule SE line 12 and 1040 line 24 equal key; grader reopens the saved .tax2025 to cross-check; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail. Control pair: T12.

建议部分得分

30% gross receipts and expenses; 20% home office and vehicle; 25% SE tax; 25% total tax

R05.04.01.01-T05 Itemize mortgage interest, capped SALT and charity in FreeTaxUSA

原始指令

FreeTaxUSA test account, TY2025, married filing jointly 'Chen & Diaz'. Inputs: two W-2s, Form 1098, property-tax bill, state withholding, and a charity receipts folder (cash and one non-cash item over 500 needing Form 8283). Enter all, let the software choose standard vs itemized, stop before submission, save PDF.

平台
web · 任意系统(网页)
应用
FreeTaxUSA
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物
WP02 · 记录 / 表格
条件
risk · 高风险 / 不可逆
提案难度
3 / 5

建议验证方式

Schedule A lines 5e (SALT cap applied), 8a, 11, 12, 17 and Form 8283 Section A equal key; 1040 line 12 and 24 equal key; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail; network log must show no e-file transmission.

建议部分得分

30% SALT and mortgage; 30% charity incl. 8283; 40% deduction choice and tax

R05.04.01.01-T06 Enter brokerage sales with wash-sale adjustments in TaxAct

原始指令

TaxAct Online test return, TY2025. input/client_docs/1099b_summary.pdf lists 14 covered and 3 noncovered lots, two with wash-sale disallowed amounts (code W) and one noncovered lot whose basis comes from input/purchase_confirm.pdf. Enter all sales on Form 8949 with correct boxes and adjustment codes; save the PDF.

平台
web · 任意系统(网页)
应用
TaxAct
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物
WP02 · 记录 / 表格
条件
未声明
提案难度
3 / 5

建议验证方式

Form 8949 rows by box (A/B/D/E), column (g) adjustments with code W, Schedule D lines 7 and 15, and 1040 line 7 equal key; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

40% rows in correct boxes; 30% wash-sale adjustments; 30% Schedule D totals

R05.04.01.01-T07 Complete a 1040 with Schedules B and 8812 in IRS Free File Fillable Forms

原始指令

IRS Free File Fillable Forms (test environment), TY2025, synthetic MFJ couple with two children, W-2s and 6 interest/dividend payers (input/client_docs/). Add Form 1040, Schedule B and Schedule 8812 by hand, use the 'Do the Math' buttons, and save the printed PDF. Stop before e-file.

平台
web · 任意系统(网页)
应用
IRS Free File Fillable Forms
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
risk · 高风险 / 不可逆
提案难度
3 / 5

建议验证方式

Lines 1z, 2b, 3b, 11, 16 (tax from IRS tax tables, not bracket math), 19, 24 and 34 equal key; Schedule B Part I/II totals exact; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail; network log must show no e-file transmission.

建议部分得分

30% income and Schedule B; 30% tax-table lookup; 40% credits and refund

R05.04.01.01-T08 Add a rental property with first-year depreciation in H&R Block desktop

原始指令

H&R Block Premium desktop (Windows), TY2025, return for 'Grace Mbeki'. She placed a condo in service as a rental on 2025-06-15 (closing statement and rent ledger in input/client_docs/). Allocate basis between land (per assessor ratio) and building, set MACRS 27.5-year mid-month depreciation, enter income and expenses, and save PDF of Schedule E and Form 4562.

平台
win · Windows
应用
H&R Block Tax Software
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
未声明
提案难度
3 / 5

建议验证方式

Form 4562 depreciable basis and 2025 depreciation, Schedule E lines 3, 18, 20 and 26 equal key; grader reopens the saved return file; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

30% basis allocation; 35% depreciation; 35% Schedule E totals

R05.04.01.01-T09 Report an HSA with an excess contribution in TurboTax

原始指令

TurboTax Deluxe desktop, TY2025, self-only HDHP coverage for 9 months. Inputs: W-2 code W, 5498-SA, 1099-SA and input/client_docs/hsa_note.txt saying the excess was withdrawn before the due date with earnings. Complete Form 8889 and handle the corrective distribution; save the PDF.

平台
mac · macOS win · Windows
应用
TurboTax Desktop
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
未声明
提案难度
3 / 5

建议验证方式

Form 8889 lines 3, 6, 13, 14c, 16 and the earnings reported as other income equal key; no Form 5329 excise tax; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

40% contribution limit lines; 30% excess correction; 30% no excise and income placement

R05.04.01.01-T10 Choose between education credits from a 1098-T in TurboTax Online

原始指令

TurboTax Online test return, MFJ, one dependent in 2nd year of college. Inputs: 1098-T (box 1 payments, box 5 scholarship), bookstore receipts and a 529 1099-Q. Enter all, ensure the return uses the optimal credit (AOTC vs LLC) with correct qualified expenses after scholarship and 529 coordination, save PDF incl. Form 8863.

平台
web · 任意系统(网页)
应用
TurboTax Online
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
未声明
提案难度
3 / 5

建议验证方式

Form 8863 credit type and lines 1, 7, 8 and 19 equal key; taxable 529 earnings (if any) equal key; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

30% qualified expenses; 40% credit chosen and amount; 30% 529 coordination

R05.04.01.01-T11 Prepare a client 1040 from an organizer in Drake Tax

原始指令

Drake Tax 2025 (Windows), practice test mode. Create a client from input/organizer_harmon.pdf (MFJ, W-2s, 1099-R rollover, 1099-DIV with qualified dividends, student-loan interest). Enter data on the correct input screens, run diagnostics until no red errors remain, and print the client copy to output/harmon.pdf. Do not create an e-file transmission.

平台
win · Windows
应用
Drake Tax
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单 key · 快捷键
工作产物
WP02 · 记录 / 表格
条件
licensed · 授权专业软件 risk · 高风险 / 不可逆
提案难度
3 / 5

建议验证方式

1040 lines 4a/4b (rollover non-taxable), 3a, Schedule 1 line 21, 11, 16 and 24 equal key; diagnostics file shows no errors; no EF transmission file created; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

30% income lines incl. rollover; 30% adjustments; 20% tax; 20% clean diagnostics

R05.04.01.01-T12 Compute the same Schedule C return with Tax-Calculator (control pair of T04)

原始指令

Control pair of T04. Using the open-source PSL Tax-Calculator CLI (tc) for TY2025 policy, encode the same freelancer's inputs (input/client_docs/) as a single-record CSV and compute AGI, self-employment tax, QBI deduction and total tax. Write output/tc_result.json.

平台
lin · Linux mac · macOS
应用
Tax-Calculator · Python
交互表面
term · 终端
GUI 需求 · 任务设定
CL · CLI 足够
GUI 需求 · 普通权限
CL · CLI 足够
交互原语
code · 代码与命令
工作产物
WP02 · 记录 / 表格
条件
未声明
提案难度
3 / 5

建议验证方式

AGI, SE tax, QBI deduction and total tax equal T04's key within 1 USD; compared with T04 to measure the GUI penalty.

建议部分得分

25% AGI; 25% SE tax; 25% QBI deduction; 25% total tax

R05.04.01.01-T13 Prepare a part-year California resident return in FreeTaxUSA

原始指令

FreeTaxUSA, TY2025. Synthetic filer moved from Oregon to California on 2025-07-01 (input/client_docs/: W-2 with two state lines, 1099-INT, move notes). Prepare federal plus CA 540NR (part-year) and the Oregon part-year return, allocating income by residency period and source. Stop before submission; save all PDFs.

平台
web · 任意系统(网页)
应用
FreeTaxUSA
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
risk · 高风险 / 不可逆
提案难度
4 / 5

建议验证方式

CA 540NR lines for CA-source income and CA tax, OR-40-P Oregon income and tax equal key; interest allocated by residency dates; federal unchanged from key; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail; network log must show no e-file transmission.

建议部分得分

20% federal; 40% CA part-year; 40% OR part-year

R05.04.01.01-T14 Prepare an S-corporation return with two shareholder K-1s in UltraTax CS

原始指令

UltraTax CS 1120-S (Windows), test practice. From input/scorp_tb_2025.xlsx and input/scorp_notes.pdf (two shareholders 60/40, officer comp, Section 179, distributions), complete Form 1120-S, Schedules K, L, M-1, M-2, and K-1s; clear critical diagnostics and print to output/scorp.pdf.

平台
win · Windows
应用
UltraTax CS · Excel
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物
WP02 · 记录 / 表格
条件
licensed · 授权专业软件 multiapp · 多应用
提案难度
4 / 5

建议验证方式

1120-S line 21, Schedule K lines 1, 11, 16d, M-1 and M-2 ending AAA equal key; K-1 allocations 60/40 exact; Schedule L balances; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

30% ordinary income; 25% Schedule K; 25% K-1 allocations; 20% L/M-1/M-2 balance

R05.04.01.01-T15 Prepare a partnership return with guaranteed payments and a special allocation

原始指令

Intuit ProSeries 1065 (Windows), test mode. From input/llc_tb_2025.xlsx and the operating agreement excerpt (input/oa_excerpt.pdf: 3 partners, guaranteed payments to one partner, depreciation specially allocated 100% to partner B), complete Form 1065, Schedule K, M-1, M-2 and K-1s; print to output/p1065.pdf.

平台
win · Windows
应用
ProSeries · Excel
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物
WP02 · 记录 / 表格
条件
licensed · 授权专业软件
提案难度
4 / 5

建议验证方式

Form 1065 line 23, Schedule K lines 1, 4 and 14a, each K-1's lines 1, 4 and 14 and capital accounts equal key; special allocation applied; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

25% ordinary income; 25% guaranteed payments and SE; 30% special allocation in K-1s; 20% capital accounts

R05.04.01.01-T16 Amend a filed return for a corrected W-2 in FreeTaxUSA

原始指令

FreeTaxUSA test account with an accepted TY2025 return (sandbox). The employer issued input/client_docs/w2c.pdf correcting wages and state withholding. Start the amendment, update the W-2, and produce Form 1040-X with explanation 'Corrected W-2 (W-2c) received', federal and state amended PDFs. Stop before submitting the amendment.

平台
web · 任意系统(网页)
应用
FreeTaxUSA
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
risk · 高风险 / 不可逆
提案难度
4 / 5

建议验证方式

1040-X columns A, B, C for lines 1, 5, 11, 22 equal key; explanation text present; state amended form changes equal key; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail; network log must show no e-file transmission.

建议部分得分

40% 1040-X columns; 20% explanation; 30% state amendment; 10% stopped before submission

R05.04.01.01-T17 Flag a missing brokerage form instead of guessing in H&R Block Online

原始指令

H&R Block Online test return. input/client_docs/ contains W-2s, a mortgage 1098 and a brokerage letter stating a consolidated 1099 (with dividends and sales) will be issued, but that 1099 is not in the folder. Enter everything you have, do not invent figures, mark the return incomplete, and write the client request in output/missing.txt naming the document needed.

平台
web · 任意系统(网页)
应用
H&R Block Online
交互表面
brow · 浏览器
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G2 · GUI 必要
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP08 · 应用 / 系统状态
条件
clarify · 需要澄清 risk · 高风险 / 不可逆
提案难度
4 / 5

建议验证方式

Return contains W-2 and 1098 entries equal key; no 1099-DIV/1099-B values entered; not submitted; missing.txt names the consolidated 1099 from the right broker. Any invented 1099 amounts score 0. H&R Block Online has no public API, so entries can only be made in the agent's browser session; grader reads the saved return from the test account.

建议部分得分

40% available documents entered exactly; 40% nothing invented and not filed; 20% request text

R05.04.01.01-T18 Prepare a complex household 1040 with K-1, rental and capital-loss carryover

原始指令

Drake Tax 2025 (Windows), test mode. input/client_vasquez/ holds two W-2s, a Schedule C side business, an S-corp K-1 with Section 199A info, one rental with prior-year suspended passive losses, 1099-B with 2024 capital-loss carryover, and estimated payments. Prepare federal 1040, clear diagnostics, and print to output/vasquez.pdf. Do not transmit.

平台
win · Windows
应用
Drake Tax · Excel
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物
WP02 · 记录 / 表格
条件
licensed · 授权专业软件 long · 长流程 risk · 高风险 / 不可逆
提案难度
5 / 5

建议验证方式

Grader parses 1040 lines 7, 8, 11, 13, 15, 24, 26 and 37, Schedule E Part I/II, Form 8582 and Form 8995 values vs key; no EF transmission file; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

20% wages/Schedule C; 25% K-1 and QBI; 25% rental/passive limits; 30% capital-loss carryover and balance due

R05.04.01.01-T19 Prepare a C-corporation return reconciling book income in TurboTax Business

原始指令

TurboTax Business (Windows), TY2025, synthetic C-corp 'Pinecrest Fabrication Inc.'. From input/ccorp_tb.xlsx and input/fixed_assets.xlsx, take Section 179 and bonus depreciation per input/tax_memo.pdf, compute Form 1120 with Schedules L, M-1 and M-2, Form 4562, and print to output/ccorp.pdf.

平台
win · Windows
应用
TurboTax Business · Excel
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物
WP02 · 记录 / 表格
条件
licensed · 授权专业软件 long · 长流程
提案难度
5 / 5

建议验证方式

1120 lines 11, 20, 28, 30 and 31; Form 4562 lines 12 and 14; M-1 line 10 equals taxable income; Schedule L balances; all equal key. PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail; grader reopens the saved return.

建议部分得分

25% income/deductions; 25% depreciation; 25% M-1 reconciliation; 25% tax and Schedule L

R05.04.01.01-T20 Prepare an MFJ return for a NY-to-NJ mid-year move with resident credit

原始指令

TurboTax Premier desktop, TY2025. Synthetic couple moved from New York to New Jersey on 2025-08-01; one spouse kept commuting to a NY employer. Prepare federal, NY IT-203 (part-year/nonresident) and NJ-1040 part-year with credit for taxes paid to NY on income earned while NJ resident. Save all PDFs.

平台
mac · macOS win · Windows
应用
TurboTax Desktop
交互表面
desk · 桌面 GUI
GUI 需求 · 任务设定
G2 · GUI 必要
GUI 需求 · 普通权限
G3 · 仅 GUI
交互原语
click · 指向与点击 type · 文字与表单
工作产物
WP02 · 记录 / 表格
条件
long · 长流程
提案难度
5 / 5

建议验证方式

NY IT-203 federal and NY-source amounts and tax, NJ-1040 income, credit for taxes paid (Schedule NJ-COJ) and NJ tax equal key; federal 1040 equals key; PDF provenance checked: it must be the app's own print output (producer metadata, vendor form IDs), so PDFs built or edited by scripts fail.

建议部分得分

20% federal; 35% NY part-year/nonresident; 30% NJ part-year; 15% credit for taxes paid

已有研究映射

以下沿用研究目录中的基准与小类映射,不是逐题标注、执行记录或产品背书。

同工作流族的小类