Tax Passport
Your document vault. In production, file bytes live in the private Supabase storage bucket tax-passport (never public), and this page stores the metadata rows from the documents table. Upload → listed on the case with a logged event → delete, exactly as verified in the MVP.
Recordkeeping rule of thumb: keep tax records at least 3 years, employment-tax records 4 years — and Home File basis records for as long as you own the home, plus 3 years after you sell.
Home File checklist — basis proof that survives decades
🗂️ Purchase documents (settlement statement / closing disclosure)
🗂️ Records of the seller's basis you inherited at purchase, if any
🗂️ Improvement receipts (roof, additions, systems) — these raise your basis
🗂️ Refinance and casualty-loss records
Your documents
Nothing stored yet.