Diagnostic

[JQ1]

In addition to the current diagnostics, it would be very helpful to have the option to generate custom firm diagnostics (e.g., checklist-style reminders) tailored to our internal review procedures.

Proposed Enhancement

Add a feature that allows firms to:

• Create custom diagnostics (firm-wide or return-specific)

• Assign severity levels (Info / Warning / Critical)

• Set conditional triggers (e.g., if Schedule C exists → display reminder)

• Mark diagnostics as “Review Required” or “Override with explanation”

• Apply diagnostics by entity type (1040, 1120S, 1065, etc.)

• Maintain a centralized firm diagnostic template library

Example Use Cases

Examples of Custom Firm Diagnostics:

• “Verify reasonable compensation for S-Corp officer.”

• “Check shareholder basis before allowing loss.”

• “Confirm Form 7203 completed.”

• “Review foreign reporting (5471/8865/8938) exposure.”

• “Confirm Section 199A aggregation analysis documented.”

• “Estimated tax safe harbor calculation reviewed.”

This would function similarly to a structured internal checklist embedded within the diagnostics system.