#68 — Tax module: organizers + return delivery
Organizers with conditional logic + prior-year prefill + return-type templates, return delivery workflow, return status tracking, tax-season bulk tools (mass-send organizers/reminders). Staff-side foundation shipped 2026-07-08 (ADR 0046, off by default). Remaining: client organizer runtime + delivery (blocked on Phase-1 KBA/8879) and the build-native-vs-integrate-specialist-engine decision (open on the owner board). Size: XL. Source: product-roadmap.md §5 (scope widened by the 2026-07-09 comparison fold-in).
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·about 2 months agoFoundation built + merged (master e445931, ADR 0046, migration 0067): organizer templates with conditional logic + prior-year prefill, return delivery/status lifecycle, staff routes /staff/tax, registry-gated off. Client organizer runtime + 8879/KBA e-sign path still open (Phase-2 delivery blocked on KBA).
Migrated to https://github.com/Firmary/firmary-os/issues/368 during the 2026-08-23 GitHub migration (status corrections and full history carried over). Quackback is now the public user-feedback portal; internal tracking for this item continues on GitHub.