Clearline

Jane Smith — 2025

We're waiting on a few documents from you.

Gathering Documents
  1. 1
    Gathering Documents
  2. 2
    In Preparation
  3. 3
    Under Review
  4. 4
    Ready to Sign
  5. 5
    Filed

Blocked: Missing W-2 from second employer

Next action (client): Upload W-2 from Meridian Retail

Assigned preparer

Alex Chen

Reviewer

—

Due

22 days left

Review source documents Messages

Open tasks

  • Upload W-2 from Meridian Retail (second employer)· client
  • Confirm mailing address for filing copy· client