Scoring Criteria
Core Tax Home Criteria (7 points)
| # | Criterion | Passes When |
|---|---|---|
| 1 | Rent paid | Tax home has a non-zero rent amount |
| 2 | Active assignment | At least one active assignment exists |
| 3 | Recent visit | Last tax home visit within 30 days |
| 4 | Voter registration | Voter registration confirmed at tax home |
| 5 | Driver’s license | DL state matches tax home state |
| 6 | Property not rented out | Tax home property is not rented to tenants |
| 7 | 12-month rule | No location exceeds 12-month cumulative limit |
Documentation Criteria (4 points)
| # | Criterion | Passes When |
|---|---|---|
| 8 | Tax home costs | At least one cost record exists |
| 9 | GSA compliance | All assignment stipends within GSA limits |
| 10 | Expenses tracked | At least one expense recorded |
| 11 | Mileage logged | At least one mileage trip recorded |
Conditional Auto-Pass
Items that don’t apply to your situation pass automatically:- No assignments → criteria 2 and 7 auto-pass
- No tax home → criteria 1, 3–6 auto-pass
Where the Score Appears
Dashboard
The Stipend Protection Banner shows “X/11 criteria met” with a status indicator:- “Audit ready” — All criteria met
- “Action needed” — One or more criteria failing
Tax Estimate
The Audit Readiness section (collapsible) shows all 11 criteria with pass/fail indicators and expandable detail.Export
The Audit Defense Checklist card shows a progress ring with the score and individual checklist items.How It’s Computed
The score is computed byalertService.js — a pure function that takes user data (tax home, assignments, documents, expenses, mileage, costs, credentials) and returns the score, total, and per-criterion results.
The scoring system is backward-compatible: callers passing only the original 4 parameters get a 7/7 score, while callers providing all 7 parameters get the full 11/11.
Improving Your Score
Each failing criterion has a clear fix:| Failing | Action |
|---|---|
| No rent | Enter your monthly rent on the Tax Home page |
| No active assignment | Add a current assignment |
| Visit overdue | Update your last visit date |
| No voter registration | Register to vote at your tax home address |
| DL mismatch | Update your driver’s license state |
| Property rented out | Un-check “Property rented out” or consider the implications |
| 12-month exceeded | Review your location duration tracker |
| No costs | Record tax home maintenance costs |
| GSA exceeded | Review stipend amounts with your agency |
| No expenses | Log work-related expenses |
| No mileage | Log work-related mileage trips |