Compliance Cards
Each Federal Tax Desk tool listed below has its own compliance card. Each card sets out what the tool does, the sources it relies on, its known limits, and what happens to what you enter. It also gives your firm a place to record its review of the tool. A firm can keep a completed card with its procedures or share the set in an E&O diligence review.
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IRS Transcript Decoder
Look up a transaction code and get its plain-English meaning, next action, and IRM citation.
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CSED Calculator
Calculate the Collection Statute Expiration Date on any IRS liability, with every tolling event shown.
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QBI Deduction Calculator (Section 199A)
Calculate your Section 199A qualified business income (QBI) deduction, including SSTB, W-2 wage, and UBIA limits.
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Penalty Abatement Analyzer
Check First-Time Abate and Automatic Exemption from Penalty eligibility, and rank reasonable-cause arguments.
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IA Payment Calculator
Size a Simple Payment Plan, Guaranteed, or Simple Payment Plan (Business Trust Fund) installment agreement per IRM 5.14.
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CNC Eligibility Calculator
Check Hardship Currently Not Collectible eligibility per IRM 5.16.1.2.9 — income vs. allowable expenses and net asset equity.
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SE Tax vs. S-Corp Calculator
Find the income level where an S-corp election beats sole-proprietor self-employment tax.
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Reasonable Comp Benchmarker
Build a defensible reasonable-compensation range by profession and income.
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OIC Pre-Qualifier
Run the IRS reasonable-collection-potential formula to test offer-in-compromise viability.
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TFRP Exposure CalculatorTool coming soon
Estimate trust fund recovery penalty exposure for a responsible person under IRC §6672.
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Form 433 Auto-Populator
Turn a pasted Wage & Income Transcript into a populated Form 433 disposable-income estimate under the IRS Collection Financial Standards.
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IRS Transcript Analyzer
Paste an IRS Account Transcript, Wage & Income Transcript, Return Transcript, or Record of Account Transcript and get every transaction code or income document, with the plain-English meaning and IRM citation for each.
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Social Security Benefits Taxability Calculator
Find how much of your Social Security or Tier 1 Railroad Retirement benefits are taxable, with every line of Pub. 915 Worksheet 1 shown and cited to IRC §86.
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Kiddie Tax Calculator (Form 8615)
Find out whether a child’s unearned income is taxed at the parent’s rate under IRC §1(g), and how much extra tax that adds, with every line of Form 8615 shown and cited.
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Standard Deduction Calculator
Find your standard deduction for 2025 or 2026, with the age 65 and blindness add-ons, the dependent limit, and the cases where it is zero, every step cited to IRC §63 and Pub. 501.
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Do I Have to File a Tax Return?
Check whether you must file a federal return: the gross-income test by filing status and age, the separate test for dependents, and the situations that require a return at any income, each cited to IRC §6012 and Pub. 501.
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Can I Claim Someone as a Dependent?
Check whether a person is your qualifying child or qualifying relative, whether an exception applies, and who may claim a child that two people could, each test cited to IRC §152 and Pub. 501.
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Child Tax Credit Calculator
Check whether a child brings you the child tax credit or the credit for other dependents under IRC §24, including the age-17 and Social Security number rules, then see the income phase-out line by line.
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Filing Status Calculator
Check which of the five filing statuses you can use, including the considered-unmarried rules for spouses who live apart, head of household, and qualifying surviving spouse. Each test shows its citation to the tax code or Pub. 501.
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Education Credit Calculator
Check whether a student brings you the American opportunity credit or the lifetime learning credit, the amount after the income phase-out, the refundable part, and who claims it, each rule cited to IRC §25A and Form 8863.