Ecosyste.ms: Awesome

An open API service indexing awesome lists of open source software.

Awesome Lists | Featured Topics | Projects

https://github.com/tmm1/taxes.cue

tax organizer and calculator in #cuelang
https://github.com/tmm1/taxes.cue

cuelang

Last synced: 3 months ago
JSON representation

tax organizer and calculator in #cuelang

Awesome Lists containing this project

README 

        
## taxes.cue



tax organizer, calculator, and toolkit in [CUE](https://cuelang.org/)



`taxes.cue` lets you collect all your tax data for a given year into a single human-editable version-controllable text file, written in cue.



the data is structured and validated using cuelang types, and can easily be converted into for export into other systems.



included in `taxes.cue` are conversion ["functions"](https://cuetorials.com/patterns/functions/) to summarize your data into other formats:



- a text based report that can be used to fill out forms by hand

- a json structure used by `freefilebot` to enter your tax data into https://freefilefillableforms.com



### setup



```

$ brew install cue # or equivalent, see cuelang.org

$ git clone https://github.com/tmm1/taxes.cue

```



### usage



```

$ cd taxes.cue/returns

$ cp sample1.taxdata mine/2021.taxdata



$ make mine/2021

$ cat mine/2021.txt      # manual fill instructions

$ cat mine/2021.freefile # freefilebot data

```



### example



- input: [sample.taxdata](/returns/sample1.taxdata)

- manual fill instructions: [sample.txt](/returns/sample1.txt)

- freefilebot data: [sample.freefile](/returns/sample1.freefile)



### subprojects



- [`freefile/extension`](/freefile/extension): `freefilebot` chrome extension for automation on https://freefilefillableforms.com

- [`freefile/data/json`](/freefile/data/json): json schema defining [all forms](/freefile/data/json/forms.json) and [fields](/freefile/data/json/f1040.json) supported by `freefilebot`

- [`freefile/data`](/freefile/data): cue [validation](/freefile/data/base.cue) for the raw `freefilebot` json schema

- [`freefile`](/freefile): high-level cue schemas and validations for all freefile forms, including [`freefile.#Return`](/freefile/return.cue)



### inspiration



- [excel1040](http://excel1040.com)

- [OpenTaxSolver](http://opentaxsolver.sourceforge.net/)

- [UsTaxes.org](https://github.com/UsTaxes/UsTaxes)



### other free tax tools and software



- [NBER TAXSIM](https://users.nber.org/~taxsim)

- [taxfloss](https://github.com/linuxrocks123/taxfloss)

- [tenforty](https://github.com/divergentdave/tenforty)

- [1040.js](https://github.com/b-k/1040.js)

- [py1040](https://github.com/b-k/py1040)

- [irs-efile-viewer](https://github.com/betson/irs-efile-viewer)



### learn cue



- https://cuelang.org/docs/tutorials/tour/intro/json/

- https://cuetorials.com/

- https://bitfieldconsulting.com/golang/cuelang-exciting



### status



this project started as an experiment to learn cuelang, but has quickly grown to more than a simple prototype.

cue has proven to be a powerful tool for this use-case, and is surprisingly mature. as a result development is

progressing quickly and `taxes.cue` already has several useful pieces.

however, do note that many basic tax calculations are not implemented yet. as such, this project is more akin to a "json spreadsheet", optimized for someone who knows their way around the tax filing ecosystem. if you need something like turbotax which will do your taxes today, check out https://ustaxes.org



- [x] write chrome extension to extract form fields

- [x] build cue schema to validate and document all variations in form fields

- [x] convert schemas to cue definitions

- [x] build cue definitions for taxpayer data and commonly received documents

- [x] import tax tables

- [x] prototype manual report generator

- [x] build unit and integration testing harness

- [x] prototype freefile export generator

- [ ] build schemas for common input forms

  - [x] w2

  - [ ] w2g

  - [x] 1099-b

  - [x] 1099-int

  - [x] 1099-div

  - [ ] 1099-misc

  - [ ] 1099-oid

  - [ ] 1099-r

- [ ] compute tax owed for manual report

- [ ] implement common 1040 forms/schedules in freefile export

  - [ ] schedule 1

  - [ ] schedule 2

  - [ ] schedule a

  - [x] schedule b

  - [x] schedule d

  - [x] w2

  - [x] form 8949 (cap gains transactions)

  - [ ] form 8889 (hsa)

  - [ ] form 1116 (foreign tax credit)

  - [ ] form 4952 (margin interest payments)

- [ ] add form filling to freefilebot extension js

- [ ] import html views for visualizing freefile data

- [ ] interop with ustaxes