文档

tax-doc-collector

试用

Track deductible expenses year-round with smart categorization, receipt logging, and tax-ready export. Organizes by IRS schedule categories, estimates tax savings per deduction, flags audit risks, and generates Schedule C / Schedule A ready reports. Never scramble at tax time again.

它能做什么

Track deductible expenses year-round with smart categorization, receipt logging, and tax-ready export. Organizes by IRS schedule categories, estimates tax savings per deduction, flags audit risks, and generates Schedule C / Schedule A ready reports. Never scramble at tax time again.

技能文档

Tax Doc Collector

A standalone command-line tool for tracking tax-deductible expenses throughout the year. Instead of a shoebox of receipts in April, maintain a clean, categorized, audit-ready expense log with real-time tax savings estimates.

Quick Start

# Set your tax bracket
python3 scripts/tax_docs.py setup --bracket 24

# Log deductible expenses as they happen
python3 scripts/tax_docs.py add --amount 45.99 --category "office supplies" --merchant "Staples" --note "printer ink"
python3 scripts/tax_docs.py add --amount 120.00 --category "meals" --merchant "Business Lunch" --note "client meeting"
python3 scripts/tax_docs.py add --amount 250.00 --category "charity" --merchant "Red Cross"

# Add a mileage deduction
python3 scripts/tax_docs.py add-mileage --miles 45 --purpose "client visit"

# See your year-to-date summary
python3 scripts/tax_docs.py summary

# Check audit risk
python3 scripts/tax_docs.py audit-risk

# Export for tax filing
python3 scripts/tax_docs.py export schedule-c
python3 scripts/tax_docs.py export schedule-a

Commands

CommandDescription
setup --bracket Set your marginal tax bracket
add --amount --category --merchant [--note text] [--date YYYY-MM-DD]Log a deductible expense
add-mileage --miles --purpose [--date YYYY-MM-DD]Log deductible mileage
add-home-office --sqft Calculate home office deduction
summary [--year YYYY]Year-to-date deduction summary with tax savings
by-category [--year YYYY]Show all expenses in a category
audit-risk [--year YYYY]Flag high audit-risk deductions
export schedule-c [--year YYYY]Export Schedule C format
export schedule-a [--year YYYY]Export Schedule A format
export csv [--year YYYY]Export all data as CSV
categoriesList all IRS categories with limits
mileage-rate [--year YYYY]Show current IRS mileage rate
list [--year YYYY] [--category cat]Browse logged expenses
delete Delete an expense

How It Works

IRS Category Matching

Expenses are categorized into IRS-recognized categories:

Schedule C (Self-employed / Business):

  • Advertising, Car/truck expenses, Commissions, Contract labor, Depletion
  • Depreciation, Employee benefits, Insurance, Interest (mortgage/other)
  • Legal/professional services, Office expenses, Pension/profit-sharing
  • Rent/lease, Repairs/maintenance, Supplies, Taxes/licenses
  • Travel/meals, Utilities, Wages, Other

Schedule A (Itemized Personal):

  • Medical/dental, Taxes paid (state/local, property), Mortgage interest
  • Charity (cash and non-cash), Casualty/theft losses, Miscellaneous

Real-Time Tax Savings

Each expense instantly shows estimated tax savings:

Savings = Amount × Marginal Tax Rate

Audit Risk Scoring

The system flags deductions that are statistically more likely to trigger IRS scrutiny:

  • Meals/entertainment exceeding norms
  • Charitable donations exceeding 5% of typical income
  • Home office deductions without corresponding income
  • Vehicle expenses without mileage logs
  • Large cash transactions

Mileage Deductions

Uses current IRS standard mileage rates:

  • 2024 Business: 67 cents/mile
  • 2024 Medical/moving: 21 cents/mile
  • 2024 Charity: 14 cents/mile

Home Office

Calculates the simplified home office deduction ($5/sqft, max 300 sqft) or detailed method (percentage of home expenses).

Data Storage

Data is stored in ~/.tax_docs.json. Sensitive — keep backups.

References

  • IRS Deduction Categories
  • Audit Risk Factors

License

MIT © Denis Voronin

相关技能

Tax Document Deduction Organizer

Help users with Validated demand: Tax preparers and taxpayers need practical help organizing income statements, receipts, deductions, estimated taxes, and ha...

receipt-raccoon

Extracts structured data from receipt text (OCR/photo description) and generates monthly spending reports. Parses merchant, date, line items, tax, total, and category. Produces summary stats: top merchants, category breakdown, total spend.

Receipt Auditor

Extract, categorize, and audit receipts and bills to generate expense reports and spot discrepancies.

3 次安装

expiry-tracker

Track food expiry dates from grocery receipts. Get daily alerts before food goes bad, 'use this today' suggestions, and reduce food waste. Scan receipts or add items manually.

Personal Expense Tracker

Personal expense tracker - record expenses, auto-categorize, monthly statistics with total and category breakdown

14 次安装