Dashboard
Your home base. The Dashboard shows your stipend protection status at a glance — how much you’ve protected this year, what needs attention, and when to visit your tax home.
- Stipend Protection Banner — YTD tax-free stipends with your audit readiness score (X/11)
- Action Items — Compliance alerts sorted by urgency (overdue visits, missing docs, GSA exceedances)
- Visit Tracker — Days since your last tax home visit with color-coded status
- YTD Financial Summary — Taxable income, tax-free stipends, expenses, and estimated take-home
- Tax Filing Preview — Expected W-2/1099 documents and state returns at a glance
Tax Home
The most important page in the app. Your tax home status determines whether your stipends are tax-free or fully taxable.
- Strength Score — Five factors rated Strong / Moderate / At Risk (rent, visits, documentation ties, property status, cost records)
- Distance Checker — Verifies each assignment is 50+ miles from your tax home (IRS threshold)
- Cost-Benefit Analysis — Is maintaining your tax home worth it? Shows net benefit and ROI percentage
- Stipend Eligibility — 6-criteria IRS checklist with pass/fail and financial exposure when at risk
- Abandonment Alerts — Warns when risk conditions are detected with direct action buttons
- Document Uploads — Lease agreements, utility bills, and other supporting evidence
Assignments
Track every contract with automatic compliance checks. Switch between a card list and a Gantt-style timeline view.
- Compensation Breakdown — Base pay, housing stipend, M&IE, bonuses
- GSA Per Diem Compliance — Your stipends vs. IRS/GSA limits (daily rates)
- Housing Adequacy — Agency stipend vs. local rent (FMR estimate)
- Stipend Defense Check — 7-criteria evaluation of whether your stipends are defensible
- Net Profitability — Gross compensation minus taxes and linked expenses
- Housing vs. Stipend Calculator — Take the cash or accept agency housing?
- 12-Month Rule Badge — Warns when an assignment approaches or exceeds the IRS limit
- AI Contract Scanning — Upload a PDF and auto-extract all 12 fields
Expenses
Track deductible work expenses with receipt scanning, category tagging, and bulk CSV import.
Receipt Scanning
Receipt Scanning
Upload a photo of any receipt and TaxHomeBase uses AWS Textract to auto-extract the amount, date, vendor name, and suggest a category. Only empty fields get filled — your manual entries are never overwritten.
CSV Import
CSV Import
Already tracking expenses in a spreadsheet? Import them in bulk. The importer auto-detects columns, normalizes categories, flags duplicates, and shows you a color-coded preview before committing.
Expense Reports
Analyze spending by month, by assignment, and year-over-year. Includes receipt substantiation tracking for IRS compliance.
- Monthly — Expenses grouped by month with category distribution bars
- By Assignment — Expenses linked to each contract
- Insights — Year-over-year spending trends, quarterly breakdown, category changes, and flags for 10%+ increases
Mileage
Log work-related trips with IRS standard mileage rates. Every trip contributes to your deduction total.
- Purpose Categories — Tax home visit, work travel, licensing, other
- Deduction Calculator — Automatic computation at the current IRS rate
- Duplicate Trips — One-tap duplication for recurring routes
- Assignment Linking — Tie trips to specific contracts
Credentials
Track nursing licenses, certifications, and credentials with expiry alerts.
- Expiry Color-Coding — Green (>90 days), amber (expiring soon), red (expired)
- Document Uploads — Attach scans of licenses and certifications (PDF/JPEG/PNG)
- Compliance Alerts — Automatic notifications when credentials are expiring
- Types — BLS, ACLS, PALS, state licenses, certifications, and custom
Income Documents
W-2 and 1099 vault with an auto-generated checklist and income reconciliation.
- Auto-Generated Checklist — Expected W-2 or 1099 per agency based on your assignments
- Income Reconciliation — Tracked income vs. W-2 reported wages with variance percentage
- Document Uploads — Attach scans of W-2s and 1099s
- Export Integration — The Export page cross-references uploaded income docs in the audit checklist
Audit Vault
Side-by-side comparison of your tax home costs vs. assignment housing — the duplicate living expense evidence the IRS looks for.
- Substantiation Badges — Substantiated (green), Partial (amber), Gap (red) per month
- Evidence Gap Detection — Flags months where documentation is missing
- PDF Export — One-click audit defense packet
Tax Estimate Pro
Full federal and state tax projection with deduction comparison, quarterly payment tracking, and Social Security impact analysis.
- Estimated Take-Home — After federal, state, and SE tax (1099)
- Income & Tax Breakdown — Row-by-row: taxable income, stipends, federal/state tax, deductions
- Deduction Method — Standard vs. itemized comparison (W-2) or Schedule C breakdown (1099)
- Lender Income View — Shows the gap between W-2 reportable income and actual compensation
- Social Security Impact — FICA savings vs. estimated future benefit reduction
- State Breakdown — Per-state income, tax, and effective rate with filing status
- Quarterly Payments — Track estimated payments with status badges (Paid/Due/Overdue)
- Audit Readiness — 11-point checklist with progress ring
State Income Pro
Multi-state income tracking with days worked, reciprocity agreements, and a filing sequence guide.
- Days Per State — Accumulated from assignment date ranges
- Reciprocity Agreements — 16-state reciprocity map; exempt states shown with green badge
- Filing Sequence Guide — Numbered steps: non-resident returns first, home state last
- State Deductions — NY, CA, AL, HI, AR still allow W-2 expense deductions (TCJA non-conforming)
- Non-Resident Forms — Form names and deadlines for every income-tax state
Contract Comparison Pro
Compare two contracts side-by-side with real tax impact and local cost of living.
- Real Tax Impact — Federal + state tax computed for each contract
- FMR-Based Living Cost — HUD Fair Market Rent instead of inflated stipend estimates
- Hypothetical Contracts — Enter a contract you’re considering (or scan a job ad screenshot)
- Save & Review — Saved comparisons are immutable snapshots you can revisit anytime
Export Pro
One-click audit-ready tax package for your CPA.
- Full Tax Package (PDF) — Summary, state breakdown, audit checklist, expense insights, GSA compliance, mileage log
- Expense Detail (CSV) — All expenses with categories, amounts, dates, and receipt status
- State Income Breakdown (CSV) — Per-state income and tax detail
- Mileage Log (CSV) — Complete trip log with purpose, origin, destination, and miles
- Download All (ZIP) — PDF + all CSVs in a single file