Agency Checklist
TaxHomeBase cross-references your assignments to show expected documents:- One row per unique agency from your assignments
- Expected document type based on your employment type (W-2 for W-2 employees, 1099-NEC for 1099 contractors)
- Received or Missing status
- “Upload” button on missing items opens a pre-filled form
Income Reconciliation
For each agency with an uploaded document, TaxHomeBase compares:- Tracked income — Sum of base pay from assignments with that agency
- Reported wages — The wages amount from the uploaded W-2/1099
- Variance amount (absolute difference)
- Variance percentage
- Green if within 1%
- Amber if >1% discrepancy
Small variances are normal — agencies may include orientation pay, overtime, or adjust dates differently. Large variances (>5%) should be investigated.
Adding an Income Document
Tap the + button or click “Upload” on a missing checklist item. Fields:| Field | Required | Description |
|---|---|---|
| Document Type | Yes | w2, 1099_nec, or 1099_misc |
| Tax Year | Yes | The tax year on the document |
| Agency | No | Agency name (autocomplete from assignments) |
| Wages | No | Total wages reported (dollars, stored as cents) |
| Federal Withheld | No | Federal income tax withheld (dollars, stored as cents) |
| State Withheld | No | State income tax withheld (dollars, stored as cents) |
| Document | No | Upload the actual W-2/1099 (PDF, JPEG, PNG, max 10MB) |
| Notes | No | Additional context (max 1000 chars) |
Document Management
- Expandable cards with type badge, agency, and key numbers
- “View Document” button for uploaded files
- Edit, delete (with undo), and restore actions
- Client-side search by agency, document type, and notes
Integration with Export
The Export page W-2 checklist cross-references uploaded income documents:- Shows reported wages if the document is uploaded
- Shows “Upload W-2 from ” with a link if missing