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.

The Tax Analyzer Framework grew out of the experience beginning in late 2018 of converting an income tax microsimulation model for the US into one for India. While the conversion was viewed as a success by the World Bank staff in Washington and the Ministry of Finance staff in New Delhi, the initial conversion and ongoing development of the model was hampered by a number of problems. After getting expressions of interest for such a model from a number of other governments, World Bank staff expressed interest in a framework that would be easier to adapt to a different country or a different kind of tax, and a framework whose derived tax models would be easier to use (for government staff that have data analysis skills, but little or no computer programming experience). The Tax Analyzer Framework, which has been developed by Martin Holmer of the Policy Simulation Group (PSG), is the result of that expression of interest.

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

Latest Release: Version 4.21.0 (2022-05-12)

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.

Instructions on how to download the code and install the Tax-Analyzer-Framework package are provided in the installation guide.