Align tax page with authenticated backend flow

app/tax/page.tsx

@@ -72,7 +72,6 @@ export default function TaxPage() {
   const [returns, setReturns] = useState<TaxReturn[]>([]);
   const [status, setStatus] = useState("");
   const [loading, setLoading] = useState(true);
-  const [useSample, setUseSample] = useState(true);
   const [selectedReturnId, setSelectedReturnId] = useState("");
   const [intake, setIntake] = useState<TaxIntake>(emptyIntake);
   const [readiness, setReadiness] = useState<TaxReadiness | null>(null);
@@ -81,38 +80,14 @@ export default function TaxPage() {
   const [filingType, setFilingType] = useState<"individual" | "business">("individual");
   const [jurisdictions, setJurisdictions] = useState<string[]>(["CA", "NY"]);
 
-  const sampleProfile = {
+  const requiredDocuments = [
-    taxpayer: {
-      name: "John Doe",
-      ssn: "111-22-3333",
-      dob: "1989-04-12",
-      filingStatus: "Single",
-      address: "123 Market St, San Francisco, CA"
-    },
-    income: {
-      w2: [{ employer: "Northwind Labs", wages: 92000, federalWithheld: 12000 }],
-      interest: [{ payer: "City Bank", amount: 320 }],
-      dividends: [{ payer: "Index Fund", amount: 480 }],
-      selfEmployment: [{ business: "Doe Consulting", income: 28000, expenses: 6400 }]
-    },
-    deductions: {
-      standard: true,
-      charitable: 600,
-      studentLoanInterest: 900
-    },
-    credits: {
-      education: 0,
-      childTax: 0
-    },
-    documents: [
     { docType: "w2_or_1099", label: "W-2 / 1099 income forms" },
     { docType: "interest_and_dividend_forms", label: "1099-INT / 1099-DIV forms" },
     { docType: "deduction_support", label: "Deduction support" },
     { docType: "identity_information", label: "Identity information" },
     { docType: "state_withholding_statement", label: "State withholding statement" },
     { docType: "health_insurance_statement", label: "Health insurance 1095-A" }
-    ]
+  ];
-  };
 
   const states = [
     { code: "AL", name: "Alabama" },
@@ -205,45 +180,11 @@ export default function TaxPage() {
       setStatus(response.error?.message ?? "Unable to create return.");
       return;
     }
-    if (useSample) {
-      await Promise.all(
-        sampleProfile.documents.map((document) =>
-          apiFetch(`/api/tax/returns/${response.data.id}/documents`, {
-            method: "POST",
-            body: JSON.stringify({
-              docType: document.docType,
-              metadata: { source: "sample", label: document.label, taxpayer: sampleProfile.taxpayer.name },
-            }),
-          }),
-        ),
-      );
-    }
     setStatus("Return created.");
     await loadReturns();
     setSelectedReturnId(response.data.id);
-    if (useSample) {
+    setIntake(emptyIntake);
-      const sampleIntake = intakeFromSample();
+    setReadiness(null);
-      setIntake(sampleIntake);
-      await saveIntake(response.data.id, sampleIntake, true);
-    }
-  };
-
-  const intakeFromSample = (): TaxIntake => {
-    const wages = sampleProfile.income.w2.reduce((sum, item) => sum + item.wages, 0);
-    const business = sampleProfile.income.selfEmployment.reduce((sum, item) => sum + item.income - item.expenses, 0);
-    const interest = sampleProfile.income.interest.reduce((sum, item) => sum + item.amount, 0);
-    const dividends = sampleProfile.income.dividends.reduce((sum, item) => sum + item.amount, 0);
-    return {
-      taxpayer: {
-        name: sampleProfile.taxpayer.name,
-        filingStatus: sampleProfile.taxpayer.filingStatus,
-        address: sampleProfile.taxpayer.address,
-      },
-      income: { wages, business, interest, dividends, total: wages + business + interest + dividends },
-      deductions: sampleProfile.deductions,
-      credits: sampleProfile.credits,
-      notes: "Sample intake generated from John Doe dataset.",
-    };
   };
 
   const selectReturn = async (ret: TaxReturn) => {
@@ -345,28 +286,6 @@ export default function TaxPage() {
         <div className="glass-panel p-6 rounded-2xl shadow-sm">
           <h2 className="text-lg font-bold text-foreground">Create a return</h2>
           <div className="mt-4 grid gap-4">
-            <div className="rounded-xl border border-border bg-background/50 p-4">
-              <div className="flex items-center justify-between">
-                <div>
-                  <p className="text-sm font-semibold text-foreground">Sample dataset</p>
-                  <p className="text-xs text-muted-foreground">Use John Doe sample intake data.</p>
-                </div>
-                <button
-                  type="button"
-                  onClick={() => setUseSample((value) => !value)}
-                  className={`rounded-full px-3 py-1 text-xs font-semibold transition-colors ${useSample ? "bg-primary text-primary-foreground" : "bg-secondary text-muted-foreground"
-                    }`}
-                >
-                  {useSample ? "On" : "Off"}
-                </button>
-              </div>
-              {useSample ? (
-                <div className="mt-4 text-xs text-muted-foreground">
-                  <p>W-2 wages: $92,000 - 1099-NEC: $28,000</p>
-                  <p>Standard deduction - CA + NY filings</p>
-                </div>
-              ) : null}
-            </div>
             <div>
               <label className="text-xs uppercase tracking-[0.2em] text-muted-foreground font-semibold">Tax year</label>
               <input
@@ -418,7 +337,7 @@ export default function TaxPage() {
             <div className="rounded-xl border border-border bg-background/50 p-4">
               <p className="text-xs uppercase tracking-[0.2em] text-muted-foreground font-semibold">Required documents</p>
               <div className="mt-3 grid gap-2 text-xs text-muted-foreground">
-                {sampleProfile.documents.map((doc) => (
+                {requiredDocuments.map((doc) => (
                   <div key={doc.docType} className="flex items-center justify-between">
                     <span>{doc.label}</span>
                     <span className="rounded-full bg-secondary px-2 py-1 text-foreground font-medium">Pending</span>