Plans & Billing - TaxHomeBase

TaxHomeBase offers two plans. The Free plan covers core tracking, while Pro unlocks the full compliance suite, tax intelligence, and export. Every new account starts with a 14-day Pro trial — no credit card required.

Plan Comparison

Free Plan
Pro Plan

Included for all users at no cost:

Feature	Details
Assignments	Unlimited assignments with timeline view
Expenses	Expense tracking + CSV import
Expense Reports	Monthly and by-assignment breakdowns
Mileage	Trip logging with IRS rate calculations
Tax Home	Setup, visit logging, document uploads
Credentials	License and certification tracking
Income Documents	W-2/1099 vault with agency checklist
Location Tracker	Rolling 24-month cumulative duration per location
Audit Score	Numeric score (X/100) — detailed breakdown requires Pro
Dashboard	Financial summary, action items, visit tracker

Everything in Free, plus:

Feature	Details
Tax Estimate	Federal + state tax calculations, W-2 and 1099
State Income	Per-state breakdown with days, reciprocity, filing guide
Contract Compare	Side-by-side with FMR cost-of-living and tax impact
Export	PDF tax package, CSV exports, ZIP download, CPA summary
Audit Breakdown	Full 100-point weighted criteria detail
Tax Home Strength	5-factor strength indicator with verdict
Cost-Benefit Analysis	Tax home vs. itinerant scenario comparison
Compliance Alerts	10 alert types with email digest
Stipend Defense Check	7-criterion per-assignment defensibility verdict
Assignment Profitability	Per-assignment net profit breakdown
Housing Calculator	Stipend vs. agency housing comparison
Expense Insights	Year-over-year spending trends and category analysis
Quarterly Payments	Track estimated tax payments against projections
AI Scanning	Contract scanning, receipt scanning, pay stub scanning
Distance Check + Map	IRS distance verification with interactive map
Audit Vault	Month-by-month substantiation evidence
SS Projection	Social Security impact of tax-free stipends
State Deductions	W-2 expense deductions in NY, CA, AL, HI, AR

14-Day Pro Trial

Every new signup gets full Pro access for 14 days. No credit card required. At the end of the trial:

Your account automatically moves to the Free plan
All your data is preserved — nothing is deleted
You can upgrade to Pro at any time to restore access

Engaged users (≥3 login days, tax home set up, used 2+ Pro features) may receive an automatic 7-day trial extension.

Upgrading to Pro

Navigate to any Pro-gated feature — you’ll see a benefit-focused upgrade prompt
Click Upgrade and choose monthly or annual billing
Complete payment on the secure Stripe Checkout page
Pro activates immediately

You can also upgrade from the Profile page.

Managing Your Subscription

Pro subscribers can manage their subscription through the Stripe Customer Portal:

Go to Profile
Click Manage Subscription
You’ll be redirected to the Stripe portal where you can:
- Update payment method
- View billing history
- Cancel your subscription

If you cancel, you’ll retain Pro access until the end of your current billing period. After that, Pro features will show the upgrade prompt again, but all your data is preserved.

API Billing Endpoints

If you’re integrating programmatically:

Create Checkout Session — Generate a Stripe Checkout URL
Create Portal Session — Generate a Stripe Customer Portal URL

​Plan Comparison

​14-Day Pro Trial

​Upgrading to Pro

​Managing Your Subscription

​API Billing Endpoints

Plan Comparison

14-Day Pro Trial

Upgrading to Pro

Managing Your Subscription

API Billing Endpoints