Pick up a client.
Import the 7203. Start working.
Representation work needs basis and 7203 to be airtight. Upload the prior-year PDF, the cascade seeds, and the methodology trail is attached to every report you generate from there on.
7203 imported · 1.4s
Cascade seeded from prior year
Methodology trail
Inputs · sources · logic
Sub-totals validated
Math identities pass
Henry Marsh · TY 2025 onboarding
henry-marsh-7203-2024.pdf
138 KB · Parsed in 1.4s
Parsed → ledger entries
7203 import
~1.4s
Prior-year PDF parsed and validated to ledger entries
Cascade reconciles
$0.00
§1366/§1367 arithmetic balanced per shareholder per year
RC approaches
3
Cost, income, and market — blended with confidence score
Report deliverable
24 pp
Audit-ready PDF with full methodology trail attached
Onboarding a new client without re-entering history.
Lines 1, 3a, 3k, 6, 8a, and 11 of the prior-year Form 7203 map directly into the cascade. Form 7203 sub-total identities are validated before any ledger entry is written. Line 15 seeds the next year's opening basis automatically — the new client is productive from the first session.
- IRS template plus the major tax-software output shapes
- Math-validated parser — values only land if sub-totals close
- Idempotent — refuses to overwrite an existing ledger silently
henry-marsh-7203-2024.pdf
138 KB · Parsed in 1.4s
Sub-totals validatedParsed → ledger entries
What you work in
Three surfaces, one connected model.
Henry Marsh
Shareholder basis tracking
§1366/§1367 ordered per shareholder.
Conservative
Salary 80K
$42K
Base
Salary 65K
$22K
Aggressive
Salary 50K
−$6K
Scenario compare
Three cascades, one view.
Recommended
$72,600
Cost
$68K
Income
$76K
Market
$73K
87% confidence · 24-page PDF
RC analysis
IRC §162 · BLS OEWS · audit-ready.
Year-end planning
The binding constraint, identified automatically.
Save Conservative, Base, and Aggressive scenarios. Cascade reconciles per column. The workspace flags which scenario would trigger an excess distribution — before the client is surprised in April.
Conservative
$80K salary
Base
$65K salary
Aggressive
$50K salary
Snapshot the recommended scenario at year-end. The next year's opening basis seeds from line 15 automatically.
Recommended salary
$72,600
Blended across 3 IRS-recognized approaches
↑ Recommended
Cost
$68K
Many Hats
Income
$76K
Investor
Market
$73K
BLS OEWS
Three IRS-recognized approaches, blended.
Cost (Many Hats), income (Independent Investor), and market analysis run on the same shareholder. Confidence score reflects how well the approaches agree. Output is a 24-page audit-ready PDF with the full methodology trail attached — defensible if the engagement turns into representation later.
The deliverable
A 24-page report for the file.
Methodology, BLS OEWS data sources, role allocation, IRC §162 references, defensibility rationale. Audit documentation per shareholder, per year, on demand.
Download the sampleAudit documentation
IRC §162-aligned
One workspace for every
S-Corp engagement.
Bring a new client in by uploading last year's Form 7203 — the cascade seeds and you start working.
Exhibitor at NAEA Tax Summit 2026 · SafeRatio is an independent software platform and is not affiliated with NAEA.