TL;DR — Key Takeaways
- →Drag-and-drop or click-to-upload — any file type, up to 25 MB per file.
- →Six categories: Tax Return, Bank Statement, Boarding Pass, Receipt, Residency Proof, Other.
- →Boarding passes are the most commonly missing document in FEIE Physical Presence audits.
- →Documents can be downloaded or deleted at any time from the document table.
- →500 MB total storage — the usage bar shows exactly how much you've used.
The Audit Vault is your private, encrypted document storage for the files you'd need in a tax audit, visa renewal, or border crossing. This tutorial walks through uploading, categorizing, and managing your documents.
What you'll have by the end: at least one document uploaded and categorized, and a clear understanding of what each category is for.
Prerequisites
The Audit Vault requires an active premium subscription. If your subscription has lapsed, the vault is locked — existing documents are preserved but you can't upload new ones until you renew.
Step 1 — Navigate to the Audit Vault
From the sidebar, click Audit Vault. If this is your first visit, you'll see the empty vault with an upload area and document category descriptions.
Audit Vault empty state showing the upload zone, category selector, and storage usage bar showing 0% used
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Step 2 — Upload Your First Document
Drag a file onto the upload zone, or click the zone to open a file browser. Any file type is accepted, up to 25 MB per file.
Upload zone in an active drag-over state with a file being dropped and the drop target highlighted
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Step 3 — Select a Category
After selecting a file, the category dropdown appears before the upload is confirmed. Choose the category that best fits:
- Tax Return: filed returns or tax authority correspondence
- Bank Statement: account records, foreign bank statements, wire confirmations
- Boarding Pass: flight records for physical presence documentation
- Receipt: expense receipts relevant to your tax situation
- Residency Proof: lease agreements, utility bills, registration documents
- Other: anything else
Click Upload to confirm.
Category dropdown showing all six options, with "Boarding Pass" currently selected and highlighted
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Step 4 — Review Your Document Table
After uploading, your document appears in the table. The table shows filename, category, file size, and upload date. Each row has a download button and a delete button.
Document table with three or four rows — a tax return, a boarding pass, a bank statement — with name, category, size, and date columns visible
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Step 5 — Download a Document
Click the download button on any row. The file downloads immediately to your device.
Download button highlighted on one row of the document table
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Step 6 — Delete a Document
Click the delete button on any row. A confirmation prompt appears before deletion proceeds.
Delete confirmation dialog with Cancel and Delete buttons
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Step 7 — Monitor Your Storage
The storage usage bar at the top shows how much of your 500 MB limit you've used. Review and delete older documents if you're getting close to the limit.
Storage usage bar showing a percentage used with a label like "47 MB used of 500 MB"
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What's Next
Make a habit of uploading boarding passes after every flight — they're the primary evidence for the IRS Physical Presence Test. The Residency Tracker tutorial shows how your trip log connects to the same calculation.