Luca IQ

Demo

Follow one return from intake to filed.

A step-by-step tour of the real Luca IQ workflow. We'll guide you click-by-click through all three tools for a single client — Luca Pacioli — and explain what's happening at every step.

Start the guided walkthrough

Step 1

This is exactly what your clients see.

You send Luca a secure link — branded with your firm's name. No login, no app to install. He uploads his documents, answers a few questions, and submits. Try it below.

northgate-cpa.lucaiq.com / clients / luca-pacioli
  1. 1Documents
  2. 2Review
Document intake

Welcome back, Luca.

Document checklist3 of 5 received · 60%
Reading W-2_Northgate.pdf · classifying…
✓W-2 received and matched to Northgate Industries Inc. — your preparer will review it.
Click to upload Luca's W-2
▤W-2_Northgate.pdfJust now
Wrong file? Message your preparer to remove it.
▤1099-DIV_Fidelity.pdfFeb 18
Wrong file? Message your preparer to remove it.
▤1099-INT_WellsFargo.pdfFeb 12
Wrong file? Message your preparer to remove it.
▤1098_RocketMortgage.pdfFeb 09
Wrong file? Message your preparer to remove it.
▤—Just now
Wrong file? Message your preparer to remove it.
Final step

Almost done — here's what you've prepared.

Documents uploaded4 of 5
IntakeSubmitted
OutstandingReceipts

Once you send this to your preparer, uploads lock. Your preparer can reopen the portal if you need to add more.

✓ Sent to Northgate CPA
Northgate CPA has been notified.Now see what happens on the firm's side — your documents land in their workpaper prep tool.

Step 2

Luca's documents land on your desk — already sorted.

Luca IQ found and classified every document you asked Luca for, and assembled a workpaper set. You stay in control: review the pages, drag them into your firm's order, and prepare the return.

app.lucaiq.com / clients
All 5 requested documents found
Workpaper pagesDrag to reorder
⋮⋮1099-DIVPage 1✓
⋮⋮W-2Page 2✓
⋮⋮1099-INTPage 3✓
⋮⋮1098Page 4✓
⋮⋮IndexPage 5✓
Drag the W-2 to the top
W-2 — Northgate Industries100%
a Employee's social security number•••-••-4471
OMB No. 1545-0008
b Employer identification number (EIN)58-7654321
1 Wages, tips, other compensation$98,400
2 Federal income tax withheld$14,200
c Employer's name, address, and ZIP codeNorthgate Industries Inc.
1400 Harbor Way
Providence, RI 02903
3 Social security wages$98,400
4 Social security tax withheld$6,100.80
5 Medicare wages and tips$98,400
6 Medicare tax withheld$1,426.80
e Employee's name and addressLuca Pacioli
84 Wyndham Terrace
Providence, RI 02906
17 State income tax$4,920
15 StateRI
W-2Wage and Tax Statement
Page details
↓Preparing return…

Step 3

The numbers are already in. Watch the return build itself.

Every figure from Luca's W-2 and 1099s is extracted and mapped to the right line. Open a form to see it populate, then generate a finished 1040 — no manual data entry.

app.lucaiq.com / clients / luca-pacioli / tax
Tax engine inputs
W-2 · Northgate Industries Inc.
a Employee's social security number•••-••-4471
OMB No. 1545-0008
b Employer identification number (EIN)58-7654321
1 Wages, tips, other compensation$98,400
2 Federal income tax withheld$14,200
c Employer's name, address, and ZIP codeNorthgate Industries Inc.
1400 Harbor Way
Providence, RI 02903
3 Social security wages$98,400
4 Social security tax withheld$6,100.80
5 Medicare wages and tips$98,400
6 Medicare tax withheld$1,426.80
e Employee's name and addressLuca Pacioli
84 Wyndham Terrace
Providence, RI 02906
17 State income tax$4,920
15 StateRI
W-2Wage and Tax Statement
✓ Form 1040 complete
Form1040Department of the Treasury—Internal Revenue ServiceU.S. Individual Income Tax ReturnOMB No. 1545-0074IRS Use Only—Do not write or staple in this space.
Your first name and middle initialLuca
Last namePacioli
Your social security numberXXXXX4471
IncomeAttach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld.
1aTotal amount from Form(s) W-2, box 1 (see instructions)1a98,400
2bTaxable interest2b312
3bOrdinary dividends3b1,840
9Total income. Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 89100,552
11Adjusted gross income11100,552
12Standard deduction or itemized deductions1229,200
15Taxable income. Subtract line 14 from line 111571,352
24Total tax. Add lines 22 and 232411,875
25dFederal income tax withheld25d14,200
33Total payments3314,200
34If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid342,325
Form 1040 — page 1 excerptComputed by Luca IQ from Luca's uploaded documents — $2,325 refund