Health / HSA
Doctor visits, pharmacy, insurance-related payments.
$246.25
detected
4 of 4 transactions included·Records outside Lumara: Not confirmed
Not reviewed
Needs docs
Ready
DDemo mode · Sample data shown for preview. No real account is connected.
Tax Intelligence
Find, organize, and review tax-relevant spending before tax season.
Demo mode · Sample tax organization for preview. No real account is connected.
Tax Intelligence
Lumara organized possible review items. You confirm what belongs.
We grouped transactions that may be worth reviewing into clear categories. Review, mark documentation status, and export a clean summary for your tax professional. Informational organization only — Lumara does not provide tax advice.
Lumara provides informational organization tools only and is not a tax advisor. Tax rules depend on your individual situation. Please consult a qualified tax professional for tax advice. Lumara does not collect, upload, or store tax documents, W-2s, 1099s, receipts, bank statements, or government IDs.
Tax Profile
Select what applies. Lumara uses this to surface relevant review categories. We never ask for SSN, EIN, or tax IDs.
1 selected
Estimated Review Total
$2,510
Across included possible review items
Needs Documentation
0
Items flagged for documentation
Ready for Review
0
Items marked ready for your pro
0%
Review Readiness
Organization progress
Across 42 included items.
Auto-categorized review items
Lumara grouped possible tax-related transactions. Review and confirm what to include. Records stay with you — Lumara does not store documents.
High confidence
Charitable giving
Donations and recurring charitable payments.
$100.00
detected
3 of 3 transactions included·Records outside Lumara: Not confirmed
Not reviewed
Needs docs
Ready
Subscriptions / software
Recurring tools, services, and digital subscriptions.
$61.98
detected
4 of 4 transactions included·Records outside Lumara: Not confirmed
Not reviewed
Needs docs
Ready
Work expenses
Software, supplies, phone, internet, professional tools.
$623.22
detected
14 of 14 transactions included·Records outside Lumara: Not confirmed
Not reviewed
Needs docs
Ready
Education
Courses, books, tuition-related payments, online learning.
$151.49
detected
4 of 4 transactions included·Records outside Lumara: Not confirmed
Not reviewed
Needs docs
Ready
Home office
Utilities, internet, office equipment, work-from-home supplies.
$454.28
detected
5 of 5 transactions included·Records outside Lumara: Not confirmed
Not reviewed
Needs docs
Ready
Mileage / transport
Rideshare, tolls, parking, transit, mileage notes.
$172.35
detected
6 of 6 transactions included·Records outside Lumara: Not confirmed
Not reviewed
Needs docs
Ready
Child / dependent care
Childcare, daycare, dependent-care payments.
$700.00
detected
2 of 2 transactions included·Records outside Lumara: Not confirmed
Not reviewed
Needs docs
Ready
Prepare for your professional
Export a clean summary you can copy or download. You keep the documents — Lumara only organizes information from your connected transactions.
Lumara provides informational organization tools only and is not a tax advisor. Tax rules depend on your individual situation. Please consult a qualified tax professional for tax advice. Lumara does not collect, upload, or store tax documents, W-2s, 1099s, receipts, bank statements, or government IDs.