- Home
- AI Tax Software
- OpenTax
On the recordRead 14 Oct 202644 facts
OpenTax
Plans and prices
Free forever
Free
No upsells or paywalls · Every feature available to everyone
Read 14 Oct 2026 · opentax.evokelab.ai
On the record
- Broker limitation
- Automated broker import is documented for Robinhood CSV and Fidelity PDF; Vanguard, Schwab and E*TRADE support is planned.opentax.evokelab.ai · read 14 Oct 2026
- Company information
- The reviewed official pages do not state a legal company name, headquarters or founding year.opentax.evokelab.ai · read 14 Oct 2026
- Correctness testing
- The trust center reports more than 2,300 automated tests, 20-plus IRS publications and 10 validated scenarios.opentax.evokelab.ai · read 14 Oct 2026
- Data-loss risk
- Because data remains in the browser, clearing browser data or changing devices can erase progress.opentax.evokelab.ai · read 14 Oct 2026
- Design objective
- The project design document describes a free-first, open-source filing assistant focused on auditability and explainable calculations.github.com · read 14 Oct 2026
- Deterministic engine
- The rules engine uses pure deterministic functions and stores monetary values as integer cents.opentax.evokelab.ai · read 14 Oct 2026
- Developer API
- Developers can use TaxService directly in Node.js to create returns, compute results, and trace return lines.opentax.evokelab.ai · read 8 Oct 2026
- Disclaimer
- OpenTax says it is not affiliated with the IRS and is not tax advice.opentax.evokelab.ai · read 8 Oct 2026
- Document import
- Users can import W-2s, 1099s and broker statements, with OCR performed locally.opentax.evokelab.ai · read 14 Oct 2026
- E-filing limitation
- Electronic filing is unavailable; users must use IRS Free File or mail printed returns, with e-file listed as future work.opentax.evokelab.ai · read 14 Oct 2026
- Explainability
- Computed values include links to source documents, IRS citations and intermediate calculation traces.opentax.evokelab.ai · read 14 Oct 2026
- Federal forms
- The product supports Form 1040 and schedules including A, B, C, D, E and SE for tax year 2025.github.com · read 14 Oct 2026
- Filing output
- OpenTax generates IRS-ready PDFs to download, print, and mail; e-filing support is described as being on the roadmap.opentax.evokelab.ai · read 8 Oct 2026
- Guided interview
- The standalone workflow uses a 13-step interview covering income, deductions, credits and dependents.opentax.evokelab.ai · read 14 Oct 2026
- Integration
- The OpenClaw plugin provides 16 tools, REST endpoints, and server-sent event streaming for compatible AI agents.opentax.evokelab.ai · read 8 Oct 2026
- Issue tracker
- The repository's GitHub issues page showed no open issues when opened.github.com · read 14 Oct 2026
- License
- The repository is distributed under the MIT License, allowing use, modification and redistribution subject to its notice.github.com · read 14 Oct 2026
- Local persistence
- Standalone return data is stored in browser IndexedDB and is not transmitted to a server.opentax.evokelab.ai · read 14 Oct 2026
