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The Expenses page lets you log, categorize, and manage work-related expenses. Expenses feed into tax calculations, profitability analysis, and your audit-ready export package.
Expenses page showing categorized expense cards with amounts, dates, and receipt indicators

Track expenses by category with receipt attachments, receipt scanning, and CSV import.

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Adding an Expense

Tap the + button to open the expense form. Fields:

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Expense Categories

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Receipt Scanning

In create mode, use Scan Receipt to photograph a receipt and auto-fill fields:
1

Take or upload a photo

JPEG or PNG, up to 10MB. The image is uploaded to S3.
2

Textract analyzes the receipt

AWS Textract extracts the total amount, date, vendor name, and suggests a category based on keywords.
3

Review auto-filled fields

Only empty fields are populated — your manual entries are preserved. Review and adjust as needed.
After saving, the receipt is linked to the expense. View it anytime via the camera icon on the expense card. See Receipt Scanning for the full workflow.

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CSV Import

CSV import modal showing upload, preview with color-coded rows, and import result stages

Import expenses in bulk from CSV with auto-detection, preview, and duplicate detection.

Bulk-import expenses from a CSV file:
  1. Click Import on the Expenses page
  2. Upload a .csv file
  3. TaxHomeBase auto-detects columns by header row (date, category/type, amount/total/cost, description/note/vendor)
  4. Preview shows color-coded rows: green (ready), red (error), amber (duplicate)
  5. Confirm to import
Import limits: max 500 expenses per import, batch-inserted in 100-row chunks. The system deduplicates against existing expenses by (category, amount, date).

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Expense Reports

Expense Reports page showing monthly breakdown tab, assignment grouping, and insights with YoY trends

Expense Reports offer monthly breakdowns, assignment grouping, and year-over-year insights.

Navigate to Expense Reports (linked from the Expenses page) for three views:
Expenses grouped by month with expandable cards showing individual items, amounts, and receipt indicators.
A summary banner at the top shows total amount, count, and top category with a category distribution bar chart.

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W-2 vs. 1099 Deductions

How expenses are handled depends on your employment type:
Under TCJA (2017–2025), unreimbursed employee expenses are not deductible on your federal return. However, 5 states still allow them: NY, CA, AL, HI, and AR.TaxHomeBase still tracks your expenses because:
  • State-level deductions may apply
  • TCJA suspension of W-2 expense deductions is now permanent
  • Expenses feed into profitability analysis

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Actions on Expense Cards

  • Expand — View full details and receipt
  • Edit — Modify any field
  • Delete — Soft delete with 5-second undo toast
  • Duplicate — Open a pre-filled create form
  • View Receipt — Open receipt image in modal (camera icon)