OpenTax

Spec sheet

What it does

OpenTax prepares individual U.S. tax returns with traceable calculations and IRS-ready PDF output.Read 14 Oct 2026 · opentax.evokelab.ai

Purpose

OpenTax is open-source tax preparation software for individual filers that explains how each return number was computed.Read 8 Oct 2026 · opentax.evokelab.ai

Privacy

The privacy policy says OpenTax does not collect or transmit personal or tax data, and stores return data in the user's browser IndexedDB.Read 8 Oct 2026 · opentax.evokelab.ai

Support

The Trust Center directs users to report tax-accuracy issues through a GitHub issue.Read 8 Oct 2026 · opentax.evokelab.ai

License

The repository is distributed under the MIT License, allowing use, modification and redistribution subject to its notice.Read 14 Oct 2026 · github.com

Broker limitation

Automated broker import is documented for Robinhood CSV and Fidelity PDF; Vanguard, Schwab and E*TRADE support is planned.Read 14 Oct 2026 · opentax.evokelab.ai

Company information

The reviewed official pages do not state a legal company name, headquarters or founding year.Read 14 Oct 2026 · opentax.evokelab.ai

Correctness testing

The trust center reports more than 2,300 automated tests, 20-plus IRS publications and 10 validated scenarios.Read 14 Oct 2026 · opentax.evokelab.ai

Data-loss risk

Because data remains in the browser, clearing browser data or changing devices can erase progress.Read 14 Oct 2026 · opentax.evokelab.ai

Design objective

The project design document describes a free-first, open-source filing assistant focused on auditability and explainable calculations.Read 14 Oct 2026 · github.com

Deterministic engine

The rules engine uses pure deterministic functions and stores monetary values as integer cents.Read 14 Oct 2026 · opentax.evokelab.ai

Developer API

Developers can use TaxService directly in Node.js to create returns, compute results, and trace return lines.Read 8 Oct 2026 · opentax.evokelab.ai

Disclaimer

OpenTax says it is not affiliated with the IRS and is not tax advice.Read 8 Oct 2026 · opentax.evokelab.ai

Document import

Users can import W-2s, 1099s and broker statements, with OCR performed locally.Read 14 Oct 2026 · opentax.evokelab.ai

E-filing limitation

Electronic filing is unavailable; users must use IRS Free File or mail printed returns, with e-file listed as future work.Read 14 Oct 2026 · opentax.evokelab.ai

Explainability

Computed values include links to source documents, IRS citations and intermediate calculation traces.Read 14 Oct 2026 · opentax.evokelab.ai

Federal forms

The product supports Form 1040 and schedules including A, B, C, D, E and SE for tax year 2025.Read 14 Oct 2026 · github.com

Filing output

OpenTax generates IRS-ready PDFs to download, print, and mail; e-filing support is described as being on the roadmap.Read 8 Oct 2026 · opentax.evokelab.ai

Guided interview

The standalone workflow uses a 13-step interview covering income, deductions, credits and dependents.Read 14 Oct 2026 · opentax.evokelab.ai

Integration

The OpenClaw plugin provides 16 tools, REST endpoints, and server-sent event streaming for compatible AI agents.Read 8 Oct 2026 · opentax.evokelab.ai

Issue tracker

The repository's GitHub issues page showed no open issues when opened.Read 14 Oct 2026 · github.com

Local persistence

Standalone return data is stored in browser IndexedDB and is not transmitted to a server.Read 14 Oct 2026 · opentax.evokelab.ai

Maker identity

The public repository is owned by the GitHub account xavierliwei.Read 14 Oct 2026 · github.com

Missing workflows

Form 8606 basis allocation, Form 2210 underpayment safe-harbor analysis and Form 4868 extension filing are not currently prepared.Read 14 Oct 2026 · opentax.evokelab.ai

Multi-state limitation

A return cannot contain filings for multiple states simultaneously.Read 14 Oct 2026 · opentax.evokelab.ai

Node API

Developers can import the TaxService class directly in Node.js for return creation, data entry, computation and tracing.Read 14 Oct 2026 · opentax.evokelab.ai

Notable limits

The limitations page says multi-state returns are unsupported, and e-filing, farming income, foreign income reporting, and business returns are not covered.Read 8 Oct 2026 · opentax.evokelab.ai

OCR limitation

OCR accuracy varies with document quality, resolution and formatting, so extracted values require review.Read 14 Oct 2026 · opentax.evokelab.ai

OpenClaw integration

The OpenClaw plugin exposes 16 tax tools through REST endpoints and Server-Sent Events.Read 14 Oct 2026 · opentax.evokelab.ai

PDF output

OpenTax fills IRS-ready PDFs for downloading, printing and mailing.Read 14 Oct 2026 · opentax.evokelab.ai

Repository activity

The public GitHub repository showed 385 commits, six stars and six forks when opened.Read 14 Oct 2026 · github.com

REST endpoints

Documented REST routes cover return creation, W-2 and 1099 input, computation, tracing and PDF download.Read 14 Oct 2026 · opentax.evokelab.ai

Security claims

The privacy page says OpenTax collects no personal or tax data and uses no cookies, analytics or trackers.Read 14 Oct 2026 · opentax.evokelab.ai

Self-hosting

Users can clone the public repository, install npm dependencies and run the application locally.Read 14 Oct 2026 · github.com

SSE endpoint

The plugin documents a streaming computation endpoint at /api/returns/{id}/compute/stream.Read 14 Oct 2026 · opentax.evokelab.ai

Standalone operation

The standalone application runs computation in the browser without an account or server.Read 14 Oct 2026 · opentax.evokelab.ai

State returns

The official site says federal and 42 state returns are supported.Read 14 Oct 2026 · opentax.evokelab.ai

Support channel

The trust center directs users to report tax-accuracy problems through GitHub issues.Read 14 Oct 2026 · opentax.evokelab.ai

Supported returns

The standalone documentation lists federal returns and 42 supported state returns, with federal and state computed together.Read 8 Oct 2026 · opentax.evokelab.ai

System requirement

The standalone quickstart requires Node.js 20 or newer.Read 14 Oct 2026 · opentax.evokelab.ai

Tax year and scope

The limitations page says OpenTax supports Tax Year 2025, is for individual filers, and does not support business returns or prior-year returns.Read 8 Oct 2026 · opentax.evokelab.ai

Technology stack

Documentation names React 19, React Router 7, Zustand 5, Tailwind CSS 4, Vite 6, Tesseract.js 5, pdf-lib and Vitest 3.Read 14 Oct 2026 · opentax.evokelab.ai

Unsupported returns

Schedule F, foreign forms 2555/FBAR/8938, business returns and prior-year returns are outside the stated scope.Read 14 Oct 2026 · opentax.evokelab.ai

Validation

The Trust Center reports 2,300+ automated tests and 10 validated tax scenarios.Read 8 Oct 2026 · opentax.evokelab.ai

Plans and prices

Every OpenTax plan and price →

Where Specifiction places it

• AI Tax Software#7 of 328.5