check_tax
Check inputs to calculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns 'Success' on success, or validation errors if the input is invalid. If some inputs trigger a PARTIAL DISQUALIFICATION, the check still succeeds but includes disqualification details — proceed to calculate_tax to get the document and estimate the impact. Use this tool to validate inputs before calculating the tax return.
calculate_tax
Calculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns computed tax return document on success, or validation errors if the input is invalid. If some inputs trigger a PARTIAL DISQUALIFICATION, the document is still returned for the supported fields; review the disqualification details and estimate the impact of the unsupported fields on the taxpayer's tax owed or refund due. Use the check_tax tool first to validate the input before calculating the tax return with this tool.IMPORTANT RULES: (1) All field values must be wrapped as {"value": <val>} — never pass bare values. (2) Currency amounts are whole-dollar integers (e.g. $19,312.42 = 19312). (3) Every item in an array namespace (NamespaceList) must have a "uuid" field with a valid UUIDv4 string. UUIDv4 format: xxxxxxxx-xxxx-4xxx-[89ab]xxx-xxxxxxxxxxxx — the 3rd group MUST start with '4' (version) and the 4th group MUST start with '8', '9', 'a', or 'b' (variant). NEVER construct UUIDs manually (e.g. 'B1111111-1111-1111-1111-111111111111' is invalid). Use a UUID generator; example valid value: 'a3b4c5d6-e7f8-4a9b-8c0d-1e2f3a4b5c6d'. (4) Nested arrays (e.g. w2_state_local_tax_grp inside a w2) also require a UUIDv4 on each item. (5) Use "who_applies_to" to cross-reference entries: {"value": "taxpayer"} for singletons, {"value": "<namespace>#<uuid>"} for array items (e.g. "dependent_detail#<uuid>"). Other named reference fields (e.g. "person" in qualifying_person_grp, "student" in student_educational_instn_grp) use the same "<namespace>#<uuid>" format. (6) For state returns with Extended Links (state namespace extending a federal NamespaceList), each extended link item must use a UUIDv5 generated from the source item's UUID (as the namespace) and the extended namespace name (as the name). Matching is UUID-based, not positional. The number of expected instances depends on the source formula — it is NOT always a 1:1 match with the federal list (e.g. CA Form 3853 ca_household_grp expects taxpayer + spouse + all dependents). Incorrect or random UUIDs cause SILENT DATA LOSS — the server drops unrecognized UUIDs and replaces them with empty instances. Use the generate_uuid_v5 tool with the source item's UUID as the source_uuid and the extended namespace name (e.g. "ca_provider", "ca_irsw2_g") as the namespace input.Example: generate_uuid_v5(source_uuid: w2_uuid, namespace: "ca_irsw2_g") for a CA W-2 extension.(7) return_header is top-level, NOT nested inside return_data. Use tax_simple_return first to see the full input structure and examples.
tax_years
List all supported tax years.
tax_jurisdictions
List all supported tax jurisdictions for a given tax year.
tax_namespace_schema
Get the TCB input schema for a single namespace (e.g. "irs1040", "irs1040_schedulec", "ca_form540"). Returns the properties and types for that namespace. HOW TO READ THE SCHEMA: (1) Each field references a type like tcb_string_null, tcb_integer_null, or tcb_boolean_null. All values must be wrapped as {"value": <val>}. (2) If the namespace title ends in '_list' (e.g. 'w2_list', 'dependent_detail_list'), it is a NamespaceList — an array of objects. Each array item MUST include a "uuid" field (non-null UUIDv4 string). (3) Reference fields link entries to other namespaces e.g. "person" in qualifying_person_grp, "student" in student_educational_instn_grp. All use the same format: {"value": "<namespace>#<uuid>"} (e.g. "dependent_detail#<uuid>"). (4) Nested arrays within a namespace (e.g. w2_state_local_tax_grp inside w2) also require uuid on each nested item. (5) Pattern-validated strings (e.g. SSNs, ZIPs, dates) have regex constraints in the schema $defs. SSNs/EINs: 9-digit string (no dashes). ZIPs: 5 or 9 digits. Dates: YYYY-MM-DD.
tax_namespaces
List all available input namespaces for a given jurisdiction. Use the returned names with the tax_namespace_schema tool to get the schema for a specific namespace. Requires a jurisdiction (e.g. "us" for federal, "ca" for California). Use the tax_jurisdictions tool first to discover available jurisdictions. NAMESPACE NAMING CONVENTIONS: Federal namespaces: irs1040, irs1040_schedule1, irs8962, w2, dependent_detail, etc. State namespaces: always prefixed with the state abbreviation (ca_form540, ny_it201, az_form140). NAMESPACE TYPES: Some namespaces are singletons (object), others are NamespaceLists (array) that can hold multiple items — e.g. w2 (multiple W-2s), dependent_detail (multiple dependents), irs1040_schedulec (multiple businesses). NamespaceList items require UUIDv4 fields. State NamespaceLists may act as Extended Links that extend a federal NamespaceList (e.g. ca_provider extends care_provider_grp). Extended link items must use UUIDv5 (deterministic, derived from source item UUID as namespace + extended namespace name as name). Matching is UUID-based, not positional. Wrong UUIDs cause silent data loss.Use the generate_uuid_v5 tool with the source item's UUID as the source_uuid and the extended namespace name (e.g. "ca_provider", "ca_irsw2_g") as the namespace input.Example: generate_uuid_v5(source_uuid: w2_uuid, namespace: "ca_irsw2_g") for a CA W-2 extension.