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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Tax Compliance Dashboard (/fa/tax/dashboard) provides administrators with an overview of tax years, 1099 forms, W-2 forms, and tax distributions.

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Overview

The Tax Compliance Dashboard loads summary counts from four data sources: tax years (useTaxYearsList), 1099 forms (use1099FormsList), W-2 forms (useW2FormsList), and tax distributions (useTaxDistributionsList). The component checks fa.tax.admin permission and renders an “Access Denied” card if the user lacks it. A CreateTaxYearDialog is available for creating new tax years. Navigation links from this dashboard connect to /fa/tax/years, /fa/tax/forms/1099, /fa/tax/forms/w2, /fa/tax/reports, and /fa/tax/distributions.

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Who it’s for

Requires permission: fa.tax.admin.

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Before you start

  • You need fa.tax.admin to access this dashboard.

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Steps

View the tax compliance overview
  1. Navigate to /fa/tax/dashboard.
  2. Review the summary counts for tax years, forms, and distributions.
Create a new tax year
  1. Click the create tax year action to open CreateTaxYearDialog.
  2. Enter the year details and save.
Navigate to a specific tax section
  1. Use the navigation links on the dashboard to go to Tax Years, 1099 Forms, W-2 Forms, Tax Reports, or Tax Distributions.

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Key concepts

  • Tax year: A fa_tax_years row representing an annual tax filing period.
  • Access control: This route is gated on fa.tax.admin; non-admin users see an access denied message.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/TaxComplianceDashboard.tsx
  • src/cores/fa/hooks/useTaxYears.ts
  • src/cores/fa/hooks/use1099Forms.ts
  • src/cores/fa/hooks/useW2Forms.ts
  • src/cores/fa/hooks/useTaxDistributions.ts