> ## Documentation Index
> Fetch the complete documentation index at: https://docs.taxhomebase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Income Documents

> Track W-2s and 1099s from every agency with auto-generated checklists and income reconciliation.

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.

<Frame caption="The auto-generated checklist shows expected W-2/1099 documents per agency with received or missing status.">
  <img src="https://mintcdn.com/stipendguard/rYTODjwsgR5TPzB9/images/guides/income-docs.png?fit=max&auto=format&n=rYTODjwsgR5TPzB9&q=85&s=7d24f7395dfb017a1261805b6a391037" alt="Income Documents page showing agency checklist with received/missing status and document cards with type badges" style={{ maxWidth: '300px' }} width="786" height="1680" data-path="images/guides/income-docs.png" />
</Frame>

## 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

The comparison shows:

* Variance amount (absolute difference)
* Variance percentage
* **Green** if within 1%
* **Amber** if >1% discrepancy

<Info>
  Small variances are normal — agencies may include orientation pay, overtime, or adjust dates differently. Large variances (>5%) should be investigated.
</Info>

## Adding an Income Document

<Frame caption="Scan a W-2 or 1099 to auto-fill wages, withholding, and agency details.">
  <img src="https://mintcdn.com/stipendguard/rYTODjwsgR5TPzB9/images/guides/income-doc-scan.png?fit=max&auto=format&n=rYTODjwsgR5TPzB9&q=85&s=01c5218ee9f3abee04ad22318caf7f6b" alt="Income document form with fields auto-filled from a scanned W-2 document" style={{ maxWidth: '300px' }} width="750" height="1680" data-path="images/guides/income-doc-scan.png" />
</Frame>

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](/guides/export) W-2 checklist cross-references uploaded income documents:

* Shows reported wages if the document is uploaded
* Shows "Upload W-2 from {agency}" with a link if missing