TMIS Quick Start

Understand the app in about two minutes.

TMIS helps you stay organized throughout the year. You do not need to be a tax expert—just keep your information connected to the activity it belongs to.

Create AccountAdd ActivitiesTrack MileageTrack ExpensesFind DocumentsReview Dashboard
1

Create your account

Register, sign in, and complete the basic information TMIS needs to organize your records.

2

Add your tax activities

Add the ways you earn income, such as W-2 employment, self-employment, gig work, a business, rental property, or another source.

3

Record business mileage

Start a trip, choose the related activity, add the purpose, and review the trip when it ends.

4

Track expenses

Record expenses and receipts, then connect each item to the activity it supports whenever possible.

5

Identify document sources

Note where you receive W-2s, 1099s, statements, and other forms so TMIS can help you remember where to retrieve them.

6

Review your dashboard

Check what has been organized, resolve anything that still needs attention, and prepare reports when needed.

Four simple habits that help

Record trips promptlyReview mileage while the purpose is still fresh.
Keep activities separateConnect records to the correct job, business, rental, or gig.
Review weeklyA few minutes each week is easier than rebuilding a year later.
Confirm before filingReview reports and consult a qualified professional when needed.