Skip to main content
TaxHomeBase monitors your compliance status and sends alerts when action is needed. Notifications are available on all plans.

Alert Types

TypeSeverityTriggers When
stipend_riskDangerTax home compliance issues jeopardize stipends
itinerant_riskInfoStipend eligibility at 4/6 criteria (borderline)
property_rented_outWarningTax home property is rented to tenants
long_assignmentWarningAny assignment exceeds 45 weeks
visit_overdueWarning>30 days since last tax home visit
missing_docsInfoTax home documents not uploaded
gsa_exceedsWarningAssignment stipends exceed GSA per diem limits
credential_expiringWarning/DangerCredential expiring within 90 days or already expired
quarterly_overdueDangerQuarterly payment past due date
quarterly_dueWarningQuarterly payment due within 14 days

Severity Levels

LevelColorMeaning
DangerRedImmediate action required — financial risk
WarningAmberAction needed soon
InfoBlueFor your awareness

How Notifications Are Generated

Notifications are computed by alertService.js — a pure function that evaluates your data and produces a list of alerts. Sync happens in two ways:

On Login

When you sign in, a fire-and-forget POST /notifications/sync runs in the background. This ensures your alerts are current every time you open the app.

Daily Background Job

A cron job runs at 8am daily for all users:
  1. Fetches each user’s data (tax home, assignments, expenses, credentials, quarterly payments)
  2. Computes alerts
  3. Syncs to the database
  4. Sends an email digest to users with email notifications enabled

Auto-Resolution

When the underlying issue is fixed, the alert auto-resolves on the next sync. For example:
  • Update your visit date → visit_overdue resolves
  • Upload tax home docs → missing_docs resolves
  • Record a quarterly payment → quarterly_overdue resolves

Deduplication

The notification service deduplicates by (user_id, type). If you already have an active visit_overdue alert, syncing won’t create a duplicate — it updates the existing one.

Notification Center

Access notifications via the bell icon in the header:
  • Unread count badge on the bell
  • Dropdown panel with severity-colored rows
  • Mark individual notifications as read
  • Mark all as read
  • Dismiss (soft-delete) individual notifications

Email Digest

Users who opt in receive a daily email summary of active alerts. Toggle email notifications on the Profile page. Each alert type links to the relevant page for action:
AlertLinks To
stipend_risk, itinerant_risk, visit_overdue, property_rented_out, missing_docs/tax-home
long_assignment/assignments
gsa_exceeds/assignments
credential_expiring/credentials
quarterly_overdue, quarterly_due/tax-estimate