Tax
Tax documents, filed by year.
Keep every tax record scoped to its year and entity, watch the filing checklist close, and hand your CPA a complete packet.
Tax year
0 of 8 checklist items on file · 0 documents indexed.
Tax estimates & cash planning →Deadlines & alerts
- No deadlines tracked for FY1969.
Alerts also run automatically each morning, in-app and by email, for anything due within 30 days.
Filing checklist
Uploading a recognised form closes its checklist item automatically. Undo any auto-complete to go back to document detection.
- Schedule E / rental income statementMissing
- 1099-MISC & 1099-NEC for contractorsMissing
- Property tax bills & assessmentsMissing
- Mortgage interest statements (1098)Missing
- Depreciation scheduleMissing
- Insurance premiumsMissing
- Capital improvement invoicesMissing
- Entity K-1sMissing
OCR review inbox
0 flaggedAnything the scanner wasn't sure about waits here. Confirm the tax year, property and form type and Fawn re-tags the file and updates the checklist.
Nothing to review — every scan came back confident.
Alert preferences
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Mute tax years
Mute checklist items
- Schedule E / rental income statement
- 1099-MISC & 1099-NEC for contractors
- Property tax bills & assessments
- Mortgage interest statements (1098)
- Depreciation schedule
- Insurance premiums
- Capital improvement invoices
- Entity K-1s
Export data
Spreadsheet-ready CSVs alongside the PDF packets — deadlines, checklist progress and every OCR-extracted field.
Add a tax document
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FY1969 documents
Nothing filed for this year yet.
Scanned files carry an ocr tag plus detected form type, year and property, so search finds them anywhere in the vault.
CPA packet
One PDF with entity and portfolio detail, capital activity inside the tax year, the filing checklist and every document on file.
CPA review & approval
- No FY1969 packet has been sent for review yet.