Visual Feature Tour

A complete walkthrough of TaxHomeBase — the tools travel nurses use to protect their tax-free stipends, stay audit-ready, and manage multi-state taxes.

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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. What you’ll see:

• Stipend Protection Banner — YTD tax-free stipends with your audit readiness score (X/100)
• 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

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Tax Home

The most important page in the app. Your tax home status determines whether your stipends are tax-free or fully taxable. Key sections:

• 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

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Assignments

Track every contract with automatic compliance checks. Switch between a card list and a Gantt-style timeline view. Each assignment card includes:

• 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

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Expenses

Track deductible work expenses with receipt scanning, category tagging, and bulk CSV import.

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

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.

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Expense Reports

Analyze spending by month, by assignment, and year-over-year. Includes receipt substantiation tracking for IRS compliance. Tabs:

• 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

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Mileage

Log work-related trips with IRS standard mileage rates. Every trip contributes to your deduction total. Features:

• 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

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Credentials

Track nursing licenses, certifications, and credentials with expiry alerts. Features:

• 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

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Income Documents

W-2 and 1099 vault with an auto-generated checklist and income reconciliation. Features:

• 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

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Audit Vault

Side-by-side comparison of your tax home costs vs. assignment housing — the duplicate living expense evidence the IRS looks for. Features:

• 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

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Tax Estimate Pro

Full federal and state tax projection with deduction comparison, quarterly payment tracking, and Social Security impact analysis. Sections:

• 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 — 100-point weighted checklist with progress ring

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State Income Pro

Multi-state income tracking with days worked, reciprocity agreements, and a filing sequence guide. Features:

• 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

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Contract Comparison Pro

Compare two contracts side-by-side with real tax impact and local cost of living. Features:

• 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

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Export Pro

One-click audit-ready tax package for your CPA. Export options:

• 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

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