> ## 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. # Visual Feature Tour > See every feature of TaxHomeBase in action. A complete walkthrough of TaxHomeBase — the tools travel nurses use to protect their tax-free stipends, stay audit-ready, and manage multi-state taxes. *** ## 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. Dashboard showing stipend protection banner, action items, and financial summary **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 *** ## Tax Home The most important page in the app. Your tax home status determines whether your stipends are tax-free or fully taxable. Tax Home page with strength score, distance to assignments, and cost-benefit ROI **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 Interactive map with distance threshold circle, tax home marker, and assignment pins *** ## Assignments Track every contract with automatic compliance checks. Switch between a card list and a Gantt-style timeline view. Gantt timeline view of assignments with month grid and today marker **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 *** ## Expenses Track deductible work expenses with receipt scanning, category tagging, and bulk CSV import. Expenses page with categorized expense cards and receipt viewer 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. Expense form with receipt scan auto-filling amount, date, and vendor 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. CSV import flow showing upload, color-coded preview, and import results *** ## Expense Reports Analyze spending by month, by assignment, and year-over-year. Includes receipt substantiation tracking for IRS compliance. Expense Reports with monthly tab and insights tab showing YoY comparisons **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 *** ## Mileage Log work-related trips with IRS standard mileage rates. Every trip contributes to your deduction total. Mileage page showing summary stats and expandable trip cards **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 *** ## Credentials Track nursing licenses, certifications, and credentials with expiry alerts. Credentials page with summary card and credential list showing expiry status **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 *** ## Income Documents W-2 and 1099 vault with an auto-generated checklist and income reconciliation. Income Documents page showing expected docs per agency and 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 *** ## Audit Vault Side-by-side comparison of your tax home costs vs. assignment housing — the duplicate living expense evidence the IRS looks for. Audit Vault showing tax home costs vs assignment housing with substantiation status **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 *** ## Tax Estimate Pro Full federal and state tax projection with deduction comparison, quarterly payment tracking, and Social Security impact analysis. Tax Estimate page showing take-home amount, income rows, and deduction comparison **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 *** ## State Income Pro Multi-state income tracking with days worked, reciprocity agreements, and a filing sequence guide. State Income page with filing guide, state cards, and reciprocity badges **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 *** ## Contract Comparison Pro Compare two contracts side-by-side with real tax impact and local cost of living. Contract comparison showing two contracts with winner and difference amount **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 *** ## Export Pro One-click audit-ready tax package for your CPA. Export page showing tax year summary and download buttons **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 *** ## Ready to get started? Set up your account in 5 steps Free plan includes 10+ features. Pro unlocks tax estimates and exports.