Open Tax is a free, open-source tax preparation plugin for Claude Code. Parse your documents, compute your taxes, and export to TurboTax or FreeTaxUSA.
Drop your documents in, let Open Tax do the heavy lifting, then export to your favorite filing platform.
Drop your W-2s, 1099-INT, 1099-DIV, 1099-B, crypto CSVs, and other tax documents into the workspace.
Open Tax calculates your income, deductions, credits, and tax liability using current federal tax tables.
Generate output ready for TurboTax, FreeTaxUSA, or manual entry. Review and file with confidence.
Built for real-world tax scenarios, from simple W-2 filings to complex crypto portfolios.
Automatically parse W-2s, 1099-INT, 1099-DIV, 1099-B, 1099-NEC, 1099-MISC, and more into structured data.
Accurate calculation of income, standard/itemized deductions, tax brackets, credits, and total liability.
FIFO cost basis calculation for cryptocurrency transactions. Import from major exchanges via CSV.
Identifies and correctly handles backdoor Roth IRA conversions, including pro-rata rule calculations.
Suggests commonly missed deductions based on your financial profile. Standard vs. itemized comparison.
Cross-references your return against common errors, missing forms, and IRS red flags before you file.
Detects excess Social Security tax withholding from multiple employers and claims refunds automatically.
Learns from corrections and edge cases across sessions. Gets smarter with every tax return it helps prepare.
Three ways to get Open Tax up and running.
The fastest way. Install directly as a Claude Code plugin.
Clone the repo and use it as a local project.
Works with any AI assistant that can read project files.
Open Tax is built from composable skills, each handling a specific part of the tax preparation pipeline.
The main orchestrator. Guides you through the entire tax preparation process step by step.
Parses raw tax documents into a canonical JSON schema for downstream processing.
Computes income, deductions, credits, and tax liability using current federal tax tables.
Handles cryptocurrency gain/loss calculations with FIFO cost basis tracking.
Generates formatted output for TurboTax and FreeTaxUSA import or manual entry.
Runs sanity checks, cross-references forms, and flags potential issues before filing.
Open Tax processes everything locally. No servers, no uploads, no tracking.
No cloud. No API calls. No telemetry. Just you and your tax return, on your own hardware.
Open Tax is growing. Here's where we're headed.
Open source, zero cost, and entirely under your control.