How It Works

A simple path from everyday records to tax-time organization.

Tell TMIS what changed

Add a new job, contract, business, rental, gig platform, or other income source for the tax year.

Assign mileage, expenses, and receipts to the activity they support. Leave uncertain items unassigned until later.

Open official payroll, marketplace, bank, brokerage, or government sites to retrieve forms directly.

See what has been gathered, what remains, and what needs review—without a score or grade.

Create organized summaries for personal review, tax software, or a qualified tax professional.