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The Income Documents page is your W-2/1099 vault. It auto-generates a checklist of expected documents based on your assignments and helps you reconcile reported wages.
Income Documents page showing agency checklist with received/missing status and document cards with type badges

The auto-generated checklist shows expected W-2/1099 documents per agency with received or missing status.

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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

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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
The comparison shows:
  • 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.

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Adding an Income Document

Income document form with fields auto-filled from a scanned W-2 document

Scan a W-2 or 1099 to auto-fill wages, withholding, and agency details.

Tap the + button or click “Upload” on a missing checklist item. Fields:

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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

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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