Keep assignment records and supporting documents connected in one place.
Upload your tax home lease agreements, monthly utility bills, and assignment contracts into structured categories, ready for your CPA to review.
Document Vault
Missing record status
You have 1 pending document request (February Utility Bill).
Tax Home Documents
3 FilesExample Lease.pdf
Uploaded Jan 5
January Rent Receipt.pdf
Uploaded Feb 2
Utility Statement.pdf
Uploaded Feb 5
Assignment Records
2 FilesSample Assignment Contract.pdf
Mileage Record.pdf
Uploaded Jan 10
The problem with scattered records
Healthcare travelers generate many assignment-related records: assignment contracts, lease agreements, utility bills, and duplicate expense records.
When these documents are scattered across email attachments, camera rolls, and physical folders, it is difficult and time-consuming to provide a comprehensive, organized package to a tax professional when requested.
It is easy to forget to save a utility bill or rent receipt for a specific month, leaving gaps in your documentation.
Sending a CPA 50 unlabelled PDFs and images increases preparation time and the likelihood of overlooked records.
How it works
A structured workflow for maintaining tax-home and assignment documentation.
Upload Files
Upload supported files and assign them to structured categories.
Review Categories
Verify that all required tax home documentation is present. See reminders for missing records.
Export Package
Generate a structured ZIP file of your records, neatly organized by assignment and category.
Built for CPA Review
PrufTax's vault is specifically designed to output records in a consistent structure for tax-professional review.
Predefined Document Categories
Upload directly into recognized categories like Tax Home Lease, Utilities, and Assignment Contracts.
Assignment Connections
Link specific records to their corresponding chronological assignment.
Auto-Scan OCR
PrufTax can extract selected text from supported documents to help categorize files faster.
Export Ready
Start Organizing Today
Ready to secure your records?
Start your 14-day free trial to upload your first document.
Open Your VaultFrequently Asked Questions
Can my CPA see these documents?
Yes. By using the CPA sharing feature, you can grant your tax professional read-only access to view and export your organized records.
What file types are supported?
You can upload standard image formats (JPEG, PNG) and PDF documents.
Does uploading documents guarantee record accuracy?
No. PrufTax is a secure organizational tool. The presence of documents does not determine your tax home validity or guarantee specific tax outcomes.