Export

The Export page generates your year-end tax package — everything you need for your CPA or in case of an IRS audit.

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Export Options

Export buttons are individually disabled when their data source is empty, with an explanatory message.

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Audit Defense Checklist

A dynamic checklist card between the state breakdown and export options:

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Audit Readiness Score

A progress ring at the top showing X/11 criteria met:

• 11/11: “Audit ready”
• Less than 11: “Action needed”

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Checklist Items

Items are derived from your data and show green (ready) or amber (action needed):

• Federal return — Always shown
• W-2 per agency — One row per unique agency from your assignments; cross-references uploaded income documents
• Non-resident state returns — One per income-tax state, with form name
• Tax home documents — Whether supporting docs are uploaded
• Expense receipts — Receipt coverage with three-tier status (IRS-flagged missing, ready, 100% coverage)
• Mileage log — Whether mileage trips are recorded
• Tax home cost records — Whether maintenance costs are tracked
• GSA per diem compliance — Whether all assignments are within limits

A progress line shows ” of items ready.”

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PDF Contents

The full tax package PDF includes:

1. Summary — Taxable income, stipends, deductions, tax breakdown, take-home
2. State Breakdown — Per-state income, tax, effective rate
3. Audit Defense Checklist — Same as the on-screen version
4. Expense Insights — YoY summary table, quarterly breakdown, category comparison (only when previous year data exists)
5. GSA Per Diem Compliance — Per-assignment table: facility, location, GSA area, daily rates comparison, status
6. Mileage Log — Trip list with dates, miles, purpose, origin, destination

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W-2 Checklist

The export page cross-references your uploaded income documents:

• Uploaded: Shows the reported wages from the uploaded W-2/1099
• Missing: Shows “Upload W-2 from ” with a link to the Income Documents page