Open-Source Tax Analyzer Framework

The open-source Tax Analyzer Framework is a software framework for developing tax microsimulation models with minimal coding. Development of a model involves defining parameters and variables in seven JSON files and preparing tax-filing-unit data in three CSV files. The logic of tax calculation is written in code that is very simple and would be easy to write for anyone with experience in any programming language.

Models built using the Tax Analyzer Framework are easy to use, giving users a choice of a point-and-click graphical user interface (GUI), a command line interface (CLI), or a Python application programming interface (API), all of which provide access to the full range of model capabilities.

In addition to building the microsimulation model itself, input data need to be prepared for the model. These input data typically consist of tax return samples or income survey samples that contain thousands of records containing information needed to calculate the tax liability for each record. Preparing input data suitable for a model is typically more time consuming than the construction of the model itself, and each country's data situation varies widely. A data preparation guide identifies a variety of problems that can arise in this process and describes ways to solve those data problems.

Several models have been built using the Framework, notable among which are:

Questions about the Framework or Framework-derived models can be addressed to Martin Holmer.

The following features of the Framework, and models derived from it, are notable:

Latest Release: Version 4.28.0 (2023-07-21)

A summary of changes in the latest source code release (and in all prior releases) can be found in the change log.

A detailed history of source code changes is available via the timeline.