> ## 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.

# Plans & Billing

> Compare Free and Pro plans, manage your subscription, and understand billing.

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

<Tabs>
  <Tab title="Free 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          |
  </Tab>

  <Tab title="Pro Plan">
    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             |
  </Tab>
</Tabs>

## 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

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

## Upgrading to Pro

1. Navigate to any Pro-gated feature — you'll see a benefit-focused upgrade prompt
2. Click **Upgrade** and choose monthly or annual billing
3. Complete payment on the secure Stripe Checkout page
4. 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:

1. Go to **Profile**
2. Click **Manage Subscription**
3. You'll be redirected to the Stripe portal where you can:
   * Update payment method
   * View billing history
   * Cancel your subscription

<Info>
  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.
</Info>

## API Billing Endpoints

If you're integrating programmatically:

* [Create Checkout Session](/api-reference/billing/create-checkout) — Generate a Stripe Checkout URL
* [Create Portal Session](/api-reference/billing/create-portal) — Generate a Stripe Customer Portal URL