Tax Deduction Receipt Organizer
☆The audit asks for six things: workspace photos, a floor plan, 12 months of utilities, the lease/mortgage, the internet bill, and insurance. Tick what you've gathered — missing items turn red, and you can export a pre-filing self-check pack. Only checklist status is saved — no files are ever uploaded.
Your inputs are saved on this device
Tick each receipt category once gathered
W-2 employees: the script below generates an employer reimbursement request instead.
Audit pack progress
Pack ready0/6
Tick the six categories to fill the audit pack.
Still missing
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Privacy: this page stores only which boxes you ticked (local storage, this device). Receipt files themselves stay in your own drive — nothing is uploaded.
Why this matters
The hardest part of a home-office deduction is not the math — it is the paper trail. Three CPA sources (Pantana CPA, Hive Tax, Moneylume) converge on the same audit-ready list: photos of the workspace, a floor plan with square footage, 12 months of utility bills, the lease or mortgage statement, the internet bill, and the insurance declaration page. Most home-office questions on Intuit community threads end the same way: the deduction was fine, but the reviewer asked for a correspondence audit and the receipts were scattered across email, a drawer and a phone camera roll. This organizer exists to close that gap — and it deliberately stores only checklist status, never the files themselves. For W-2 employees there is a second reason: since the 2018 TCJA, unreimbursed home-office costs are not federally deductible, so the realistic recovery channel is asking the employer for a WFH stipend or reimbursement — a conversation this tool scripts for you.
How it works
Tick each category once the receipt is gathered. The progress ring fills across six categories, and the "still missing" list names exactly what to chase. In January, reshoot the workspace photo — the tool reminds you by keeping that box unticked for the new year. Export produces a plain-text pre-filing self-check pack you can keep next to your return. If you're W-2, a reimbursement request script appears below the missing list, pre-written for internet, electricity share and equipment.
What the results mean
A full pack does not guarantee a deduction — it means you could survive a correspondence audit without scrambling. If you're self-employed, pair this with the Simplified vs Regular Method Calculator to pick the method, and the Hybrid Proration Calculator if you moved mid-year. If you're W-2, the pack doubles as evidence for the reimbursement conversation: it shows exactly what you paid for. Everything stays on this device; the checklist is yours, and the CPA confirms the filing numbers.
Frequently Asked Questions
What receipts do I need for a home office deduction?
Per three CPA sources (Pantana CPA, Hive Tax, Moneylume): workspace photos, a floor plan with square footage, 12 months of utility bills, the lease or mortgage statement, the internet bill, and the insurance declaration page — kept ready for a correspondence audit.
Does this tool upload my receipts?
No. It stores only checklist status — which categories you have gathered — in your browser's local storage. The receipt files themselves stay in your own drive; nothing is uploaded or transmitted anywhere.
Can W-2 employees get reimbursed for home internet?
W-2 employees generally cannot deduct unreimbursed home-office expenses federally since 2018, so asking the employer for a WFH stipend or reimbursement is the practical route. This tool generates a copy-ready request script for that conversation.