Mileage and Expenses
- Track business mileage
- Review and validate trips
- Organize expenses and receipts
- Connect records to a specific tax activity or income source
Features
Organize the work around tax filing—not just the final return.
TMIS helps users keep records, sources, and next steps connected throughout the year.
Tax Activities
- Add W-2 employment, contract work, gig work, businesses, rentals, and other sources
- Update sources after a job or career change
- Keep former sources for the correct tax year
- Use an unassigned queue when a record needs review
Document Finder
- Find links to common payroll and financial providers
- Track whether W-2s, 1099s, and other forms have been retrieved
- Keep provider passwords outside TMIS
- Avoid storing sensitive tax forms in the current version
Reminders and Reporting
- Optional SMS reminders
- Tax deadline and document reminders
- Accountant-ready mileage and expense reports
- A clear list of remaining tasks without grades or readiness percentages