> ## 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.

# Tax Compliance Dashboard

> Admin overview of tax years, 1099 forms, W-2 forms, and tax distributions for the Finance & Revenue core.

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

## 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`.

## Who it's for

Requires permission: `fa.tax.admin`.

## Before you start

* You need `fa.tax.admin` to access this dashboard.

## 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.

## 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.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>