decode_irs_notice
Decode an IRS notice
Use when a user provides the code from an IRS notice or letter and wants a general explanation, the usual response window, or the next procedural step. Do not request the notice itself or any taxpayer identifier.
输入参数briefnotice_code必填amount_shownreceived_date
check_resolution_options
Check IRS resolution options
Use to screen general IRS payment and collection alternatives from a rough balance, filing-compliance status, ability-to-pay category, and coarse tax-account type when known. This is an educational fit screen, not a promise that the IRS will approve an option.
输入参数briefability_to_pay必填balance_owed_usd必填tax_account_typeall_required_returns_filedbalance_includes_penalties
estimate_irs_penalty
Estimate IRS penalties and interest
Use to estimate selected federal failure-to-file, failure-to-pay, and underpayment amounts from nonidentifying figures. The result is an estimate and does not replace an IRS account transcript.
输入参数months_late必填return_filedbalance_owed_usd必填
explain_tax_document
Explain a tax document
Use when a user names a US tax form or information document and wants to understand its purpose, common fields, or usual return treatment. Do not request or accept the document itself.
输入参数briefdocument必填
deadline_calendar
US filing deadlines for founders
Use to return common federal filing and payment dates for a selected filer or entity type. The user must verify the date for weekends, holidays, extensions, fiscal years, and special facts.
输入参数entity_type必填filing_yearformed_in_ushas_us_source_wageshas_foreign_bank_over_10k
check_fbar_fatca
Check FBAR and FATCA obligations
Use to screen general FBAR and Form 8938 thresholds from aggregate balance, filing status, residence, and account-count facts. Do not request account numbers, institution names, or statements.
输入参数lives_abroad必填account_countfiling_status必填unfiled_yearsmax_aggregate_foreign_balance_usd必填
check_treaty_withholding
Check US withholding and treaty rates (W-8BEN)
Use to explain general US withholding rules, documentation, and supported US-Turkey treaty rates for a payment category. Treaty eligibility and source rules depend on the full facts.
输入参数payee_typeincome_type必填payee_country必填
check_itin_eligibility
Screen an ITIN reason and application path
Use to screen general ITIN reason categories, whether a return is commonly attached, and supporting-document requirements. Never request or process an actual ITIN, passport, or identity document.
输入参数reason必填has_ssn必填is_foreign_national
check_5472_obligation
Check Form 5472 obligation
Use to screen common Form 5472 triggers for a foreign-owned US disregarded entity or corporation. The result is a general filing screen and does not prepare or file the form.
输入参数entity_type必填formed_in_usforeign_owned必填had_reportable_transaction
estimate_quarterly_taxes
Estimate quarterly taxes
Use to estimate federal quarterly tax payments from nonidentifying income, entity, withholding, and prior-year tax figures. Return the assumptions, safe-harbor context, and due dates.
输入参数stateentity必填prior_year_agi_usdytd_net_income_usd必填ytd_withholding_usdprior_year_total_tax_usd
estimate_accountable_plan
Estimate accountable-plan reimbursements
Use to estimate potentially reimbursable business expenses under an accountable-plan scenario, including the split 2026 business-mileage rates. The result does not establish a plan or determine substantiation.
输入参数business_milescell_internet_usdmarginal_tax_rate_pctbusiness_mileage_periodhome_office_expense_usdother_business_expense_usd
estimate_augusta_rule
Screen the 14-day home-rental rule
Use to screen the fewer-than-15-days home-rental rule under IRC 280A(g) and calculate conditional amounts. Keep the owner-side income exclusion separate from the business-side requirements for ordinary and necessary use and reasonable rent.
输入参数days_rented必填marginal_tax_rate_pctfair_daily_rental_rate_usd必填
estimate_rental_income
Estimate rental property taxes
Use to estimate a basic rental-income result from nonidentifying figures and identify the modeled depreciation, passive-loss, and personal-use limitations.
输入参数rental_daysrental_typeland_percentfiling_statusother_income_usdpersonal_use_daysoperating_expenses_usdannual_rental_income_usd必填real_estate_professionalproperty_purchase_price_usd