Open-source Tax Solver (OTS)
- Project - http://sourceforge.net/projects/opentaxsolver/
OpenTaxSolver (OTS) is a free, safe + secure program for calculating Tax Form entries and tax-owed or refund-due, such as Federal or State personal income taxes.
News:The updated version of OTS for this year's taxes is posted. (Version 15.03 - 2017 Tax-Year)
Update 15.03 - 2/14/2018, containing fixes to reported issues, is now posted and ready for downloading. (Sourceforge's upload servers had been inoperative since the middle of last week.)
As in prior years, the download package covers the most popular US 1040 with Schedules A, B, C, D, along with the 6251 (AMT) & 8949 forms. All of the Federal Forms and Schedules are generated from the main US-1040 program. - except for Schedule-C, which is done as a separate program in the set. OTS also does State Taxes for California, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia, New York, and Massachusetts.
This year there are several improvements.
Movies: OTS has two movies on Youtube:
Auto-Fillout: Saves time by filling out the answers onto the actual government PDF tax-forms. Auto-Fillout of PDF Forms is now available for all forms supported OTS (Federal & State). You will see the Auto-Fillout option when you click Print.
Also, as the New Year starts, remember that the Payroll Withholding Calculator is helpful for calculating adjustments to your weekly pay-check deductions throughout the year, to avoid under-withholding or over-withholding.
OTS FaceBook Page:
OverviewThe OTS tax package is intended to be used with the Tax booklets published by your government for determining what numbers you need to enter, and then it assists you in doing the otherwise tedious calculations while showing the intermediate and final numbers. It takes care of the tedious and error-prone work.
OTS is inteneded for those who are comfortable doing their own taxes - especially those who have previously done their taxes and basically understand how to fill out the forms. OTS does much of the math for you.
The OTS_GUI is the default Graphical User Interface. The GUI allows you to conveniently enter tax data, and then invokes the appropriate text program when you press the Compute button. Alternatively, you can directly enter your tax data by editing the text files with your favorite text editor, and then process it by invoking the appropriate tax-solver program. Most people nowadays use the GUI, so that is the default mode according to instructions in the package.
Behind the GUI is a text-window. It shows the actual commands the GUI uses when you press buttons. You can look at that, if you wish, to learn how to run the same commands directly from your command-line. Since the GUI is fairly self-explanatory, the detailed documentation focuses on how the core text programs work, for those interested.
Example screen shots of OTS_GUI.
Although originally created for US 1040 tax forms, the core routines have also been used to solve other tax forms, and for other countries or states. Some error checking is included.
While the OTS programs developed over the past fifteen years, results have often been checked against commercial packages. The answers produced by OTS typically matched to within a dollar or so, differing sometimes by rounding effects. Certainly your mileage may vary. Always double-check your tax forms!!
Source code and compiled executables are available in all download packages. Example form-data files are included for all forms. Typical package size is about ~5-10 MB (small by today's standards), which includes all the PDF forms. Prior year's versions are available at Downloads.
Tar packages contain precompiled executables for Linux (32-bit and 64-bit), and MacOSx.
Aston Roberts - firstname.lastname@example.org