AI2Fin (2Fin) Tax MCP
Free public tax MCP: GST/VAT, income, company & capital-gains tax for 50+ countries, source-cited.
Should I use this
Quality & Safety
A
Findings (2)
- HIGHTool description contains system tag or markerin tax_facts
- HIGHTool poisoning patterns detected
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
~14,458Tokens (tool definitions)
~15.2 KBTypical response size
Significant attention impact (11.30% of 128k context)
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"ai2fin-tax-mcp": {
"url": "https://taxmcp.ai2fin.com"
}
}
}Remote endpoints
https://taxmcp.ai2fin.comstreamable-httpWhat it can do
Tool inventory
Tools (10)
🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢tax_rate_as_of(country, date)
Look up the GST/VAT standard rate that applied in a country ON A GIVEN DATE, rather than today's rate. Use it when reconciling or amending a past transaction, invoice or return — several countries changed rate recently (Estonia twice since 2024, Finland, Kazakhstan, Russia, Romania, Slovakia, Ghana, Israel, Ecuador), so the rate today is not the rate that applied then. For the current rate use tax_rate_lookup. The answer states plainly whether a real dated change backs it or whether only the present rate is on record. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"pattern": "^[A-Za-z]{2}$",
"minLength": 2,
"maxLength": 2,
"description": "2-letter ISO country code, e.g. FI, EE, KZ"
},
"date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "The date to resolve the rate for, as YYYY-MM-DD, e.g. '2024-06-30'",
"examples": [
"2024-06-30"
]
}
},
"required": [
"country",
"date"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"description": "Country the rate applies to"
},
"date": {
"type": "string",
"description": "The date resolved"
},
"standardRate": {
"type": "number",
"description": "Standard rate in force on that date, as a fraction (0.24 = 24%)"
},
"standardRateDisplay": {
"type": "string",
"description": "The same rate formatted for reading"
},
"effectiveFrom": {
"type": "string",
"description": "ISO date the dated record that answered took effect. A new record can open without the standard rate moving (a reduced-rate change, or a new instrument restating the same rate), so for when THIS rate took effect read rateSince"
},
"effectiveTo": {
"type": [
"string",
"null"
],
"description": "ISO date that record closed, or null if it is still open"
},
"rateSince": {
"type": "string",
"description": "ISO date this standard rate took effect — the start of the unbroken run at this rate, which can be earlier than effectiveFrom"
},
"rateUntil": {
"type": [
"string",
"null"
],
"description": "ISO date this standard rate stops applying, or null when no change is on record"
},
"isCurrent": {
"type": "boolean",
"description": "True when this is also the rate in force today"
},
"datedChange": {
"type": "boolean",
"description": "True when a real recorded rate change backs this answer. FALSE means only the present rate is on record for this country, so an earlier change would not be visible here."
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's consumption tax; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"country",
"date",
"standardRate",
"standardRateDisplay",
"effectiveFrom",
"effectiveTo",
"rateSince",
"rateUntil",
"isCurrent",
"datedChange",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢tax_rate_lookup(country, region)
Look up one country's headline tax rates: GST/VAT standard and reduced rates, top personal income tax rate, and company tax rate — national rates for 193 countries, plus state and provincial sales tax for CA and US when you pass region. Use it for a single country; to see several countries side by side use compare_countries, and to apply GST/VAT to an amount use compute_gst_vat. Rates come from a fixed dataset verified against the national tax authority — every answer names its source and verification date, and an unsupported country returns a clear error rather than a guess. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"pattern": "^[A-Za-z]{2}$",
"minLength": 2,
"maxLength": 2,
"description": "2-letter ISO 3166-1 code of the country to look up (case-insensitive)",
"examples": [
"AU",
"GB",
"DE"
]
},
"region": {
"type": "string",
"pattern": "^[A-Za-z]{2}$",
"minLength": 2,
"maxLength": 2,
"description": "Optional state or province code, for sub-national sales tax. Held for CA (13 provinces and territories), US (51 states incl. DC). E.g. 'ON' (Ontario) with country CA, or 'CA' (California) with country US. Answered from that state's or province's own cited rate; US figures are the state rate only — local sales taxes are not included.",
"examples": [
"ON",
"CA",
"NY"
]
}
},
"required": [
"country"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"description": "Country name"
},
"code": {
"type": "string",
"description": "2-letter ISO country code"
},
"taxFamily": {
"type": "string",
"description": "Consumption-tax family, e.g. 'GST', 'VAT' or a non-VAT system like retail sales tax"
},
"taxLocalName": {
"type": "string",
"description": "The tax's local name, e.g. 'GST', 'USt'"
},
"standardRate": {
"type": "number",
"description": "Standard consumption-tax rate as a fraction (0.1 = 10%)"
},
"standardRateDisplay": {
"type": "string",
"description": "Standard rate formatted for display"
},
"reducedRates": {
"type": "array",
"items": {
"type": "number"
},
"description": "Reduced rates as fractions; empty when none"
},
"incomeTopRate": {
"type": "string",
"description": "Top personal income tax rate (display string; may note surcharges)"
},
"companyRate": {
"type": "string",
"description": "Headline company tax rate (display string)"
},
"region": {
"type": "object",
"description": "Present only when region was passed: the state or provincial sales tax, with its OWN source and date",
"properties": {
"code": {
"type": "string",
"description": "State or province code"
},
"name": {
"type": "string",
"description": "What applies there, in a sentence"
},
"taxName": {
"type": "string",
"description": "The tax's name, e.g. 'Ontario HST'"
},
"standardRate": {
"type": "number",
"description": "The state or provincial rate alone, as a fraction"
},
"combinedRate": {
"type": "number",
"description": "What a buyer pays in total: in Canada the provincial rate plus the 5% GST (or the single HST); in the US the state rate (local taxes not included)"
},
"effectiveFrom": {
"type": "string",
"description": "ISO date the rate took effect"
},
"source": {
"type": "string",
"description": "Authority the regional rate was verified against — says 'not verified' when it was not"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the regional rate was last checked"
},
"mayBeStale": {
"type": "boolean",
"description": "True when that date is over a year old, or the rate is unverified"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page — present only for verified rates"
}
},
"required": [
"code",
"name",
"taxName",
"standardRate",
"combinedRate",
"effectiveFrom",
"source",
"dataVerifiedOn",
"mayBeStale"
],
"additionalProperties": false
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's consumption tax; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"country",
"code",
"taxFamily",
"taxLocalName",
"standardRate",
"standardRateDisplay",
"reducedRates",
"incomeTopRate",
"companyRate",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢compute_gst_vat(country, amount, mode, region)
Add or remove a country's GST/VAT — or its other national consumption tax, such as Japan's consumption tax or Malaysia's SST — on a monetary amount, returning the net / tax / gross split. Use it to convert between tax-exclusive and tax-inclusive prices (invoices, quotes, receipts); for the rates themselves use tax_rate_lookup. Pure arithmetic on the current standard rate, rounded to 2 decimals, in the local currency. Pass region for a state or provincial rate (CA, US): in Canada that is GST plus the provincial tax, in the US the state sales tax. A country with no national rate (the US without a region, or a country with no consumption tax) returns an explanatory error instead of a wrong number. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"pattern": "^[A-Za-z]{2}$",
"minLength": 2,
"maxLength": 2,
"description": "2-letter ISO 3166-1 code of the country whose GST/VAT rate applies (case-insensitive)",
"examples": [
"AU",
"GB"
]
},
"amount": {
"type": "number",
"minimum": 0,
"description": "The monetary amount in the local currency — tax-exclusive when mode=add, tax-inclusive when mode=remove"
},
"mode": {
"type": "string",
"enum": [
"add",
"remove"
],
"default": "add",
"description": "'add' puts tax on top of a net amount; 'remove' extracts the tax already inside a gross amount"
},
"region": {
"type": "string",
"pattern": "^[A-Za-z]{2}$",
"minLength": 2,
"maxLength": 2,
"description": "Optional state or province code, for sub-national sales tax. Held for CA (13 provinces and territories), US (51 states incl. DC). E.g. 'ON' (Ontario) with country CA, or 'CA' (California) with country US. Answered from that state's or province's own cited rate; US figures are the state rate only — local sales taxes are not included.",
"examples": [
"ON",
"CA",
"NY"
]
}
},
"required": [
"country",
"amount"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"description": "Country name"
},
"code": {
"type": "string",
"description": "2-letter ISO country code"
},
"taxLocalName": {
"type": "string",
"description": "The tax's local name, e.g. 'GST', 'VAT'"
},
"rate": {
"type": "number",
"description": "Standard rate applied, as a fraction"
},
"mode": {
"type": "string",
"enum": [
"add",
"remove"
],
"description": "Which conversion was performed"
},
"net": {
"type": "number",
"description": "Amount before tax (local currency, 2 dp)"
},
"tax": {
"type": "number",
"description": "The GST/VAT portion (local currency, 2 dp)"
},
"gross": {
"type": "number",
"description": "Amount including tax (local currency, 2 dp)"
},
"region": {
"type": "string",
"description": "State or province whose rate was applied — present only when region was passed"
},
"regionName": {
"type": "string",
"description": "What applies in that region, in a sentence"
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's consumption tax; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"country",
"code",
"taxLocalName",
"rate",
"mode",
"net",
"tax",
"gross",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢compare_countries(countries, income, taxYear)
Compare headline tax rates — GST/VAT, top personal income tax and company tax — across several countries at once. Use it to shortlist or contrast jurisdictions (relocation, expansion, pricing); for one country's full detail use tax_rate_lookup, and to apply a rate to an amount use compute_gst_vat. Pass income to add, per country, the income_tax_estimate result for that income (income tax, total tax, take-home, average rate, with its own source). The same number is read in each country's own currency and is not converted between currencies. Income tax is estimated for 57 countries; any other row reports 'not covered' for that part and still shows its headline rates. Codes the dataset does not cover are reported back in unmatchedCodes rather than silently dropped; every matched row cites its national tax authority. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"countries": {
"type": "array",
"items": {
"type": "string",
"pattern": "^[A-Za-z]{2}$",
"minLength": 2,
"maxLength": 2,
"description": "2-letter ISO 3166-1 country code (case-insensitive)"
},
"minItems": 1,
"maxItems": 60,
"description": "Countries to compare — two or more makes a meaningful comparison",
"examples": [
[
"AU",
"GB",
"SG"
]
]
},
"income": {
"type": "number",
"minimum": 0,
"description": "Optional gross annual income, before tax. The same number is applied in EACH country's own local currency — it is NOT converted (120000 means AUD 120,000 in AU, GBP 120,000 in GB and SGD 120,000 in SG). When given, each row adds an income-tax estimate for that income",
"examples": [
120000
]
},
"taxYear": {
"type": "string",
"description": "Optional, only with income: the tax-year label passed to the income-tax estimate for every country, e.g. '2025-26' (AU/NZ/GB/IN) or '2026' (calendar-year countries). Labels differ by country; a country without that year reports the years it has instead of a figure. Omit for each country's current tax year"
}
},
"required": [
"countries"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"rows": {
"type": "array",
"description": "One row per matched country",
"items": {
"type": "object",
"properties": {
"country": {
"type": "string",
"description": "Country name"
},
"code": {
"type": "string",
"description": "2-letter ISO country code"
},
"taxLocalName": {
"type": "string",
"description": "Local consumption-tax name"
},
"standardRateDisplay": {
"type": "string",
"description": "GST/VAT standard rate (display string)"
},
"incomeTopRate": {
"type": "string",
"description": "Top personal income tax rate (display string)"
},
"companyRate": {
"type": "string",
"description": "Headline company tax rate (display string)"
},
"source": {
"type": "string",
"description": "Authority this country's GST/VAT rate was verified against — says 'citation pending — not verified' when it was not"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date this country's rate was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True when that date is over a year old, or the row is unverified"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page for the GST/VAT rate — present only for verified rows"
},
"incomeTaxEstimate": {
"type": "object",
"description": "Present only when income was passed: income_tax_estimate's result for this country, in this country's own currency",
"properties": {
"status": {
"type": "string",
"enum": [
"computed",
"not-covered",
"unavailable"
],
"description": "'computed' = figures below; 'not-covered' = income tax is not estimated for this country; 'unavailable' = covered, but not for these inputs (reason says why)"
},
"reason": {
"type": "string",
"description": "Why there is no figure (not-covered / unavailable only)"
},
"currency": {
"type": "string",
"description": "Currency of every monetary field"
},
"taxYear": {
"type": "string",
"description": "Tax year the brackets belong to"
},
"gross": {
"type": "number",
"description": "Gross annual income used"
},
"incomeTax": {
"type": "number",
"description": "Income tax before levies and offsets"
},
"totalTax": {
"type": "number",
"description": "Total tax after levies and offsets"
},
"takeHome": {
"type": "number",
"description": "Gross minus total tax"
},
"averageRate": {
"type": "number",
"description": "Total tax over gross, as a fraction"
},
"assumptions": {
"type": "array",
"items": {
"type": "string"
},
"description": "Assumptions the figures depend on"
},
"source": {
"type": "string",
"description": "The income-tax source for this country — says 'not verified' when it was not"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date that source was last checked"
},
"mayBeStale": {
"type": "boolean",
"description": "True when that date is over a year old, or the source is unverified"
},
"sourceUrl": {
"type": "string",
"description": "https link to the income-tax source — present only when verified"
}
},
"required": [
"status"
],
"additionalProperties": false
}
},
"required": [
"country",
"code",
"taxLocalName",
"standardRateDisplay",
"incomeTopRate",
"companyRate",
"source"
],
"additionalProperties": false
}
},
"unmatchedCodes": {
"type": "array",
"items": {
"type": "string"
},
"description": "Requested codes with no data — nothing was guessed for these"
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's consumption tax; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"rows",
"unmatchedCodes",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢income_tax_estimate(country, income, taxYear, region, incomeType, ...)
Estimate personal income tax and take-home pay from gross annual income for 57 countries, using the engine's effective-dated brackets with each country's own levies, offsets and social contributions as its scheme defines them. Covered: AE, AR, AT, AU, BD, BE, BR, CA, CH, CL, CN, CO, CR, CZ, DE, DK, EE, EG, ES, FI, FR, GB, GR, GT, HU, ID, IE, IL, IN, IS, IT, JM, JP, KE, KR, LU, LV, MX, MY, NG, NL, NO, NZ, PH, PK, PL, PT, SA, SE, SG, SI, SK, TH, TR, US, VN, ZA. Any other country returns 'not covered' rather than a guess; its headline rates live in tax_rate_lookup. Pass region for a state, province or nation where the scheme has one (CA: 13 regions, e.g. AB, BC, MB; ES: 3 regions, e.g. AN, CT, MD; GB: SCT (Scotland); US: 51 regions, e.g. AK, AL, AR); without it the answer is national only and says so in its assumptions. For Finland pass `municipality` (Finnish or Swedish name, e.g. 'Tampere' or 'Helsingfors') for that municipality's own rate — otherwise the national average is used and the answer says so — plus `church` for a parish member and `age` where it changes the contributions; Finland also returns the tax-card rate (veroprosentti). The figure is for EMPLOYMENT income (salary or wages) wherever a country applies an employee-only item — India's salary standard deduction, UK Class 1 National Insurance, US FICA — and the first assumption says so. For freelance or self-employed profit pass incomeType "self-employed": India and the UK compute it, countries where it is taxed the same answer it, and the rest refuse with what differs rather than return a salaried figure. This is a resident-individual estimate, not a filing calculation: relay the assumptions it returns. Each answer cites the income-tax source and date for that country — not the GST/VAT one. For AU HELP/HECS use student_loan_repayment. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"enum": [
"AE",
"AR",
"AT",
"AU",
"BD",
"BE",
"BR",
"CA",
"CH",
"CL",
"CN",
"CO",
"CR",
"CZ",
"DE",
"DK",
"EE",
"EG",
"ES",
"FI",
"FR",
"GB",
"GR",
"GT",
"HU",
"ID",
"IE",
"IL",
"IN",
"IS",
"IT",
"JM",
"JP",
"KE",
"KR",
"LU",
"LV",
"MX",
"MY",
"NG",
"NL",
"NO",
"NZ",
"PH",
"PK",
"PL",
"PT",
"SA",
"SE",
"SG",
"SI",
"SK",
"TH",
"TR",
"US",
"VN",
"ZA"
],
"description": "2-letter ISO code of a covered country (upper case)"
},
"income": {
"type": "number",
"minimum": 0,
"description": "Gross annual income in local currency, before tax"
},
"taxYear": {
"type": "string",
"description": "Tax year as people write it, e.g. '2026-27' or '2026/27' (AU/NZ/GB/IN), '2026' (calendar-year countries), 'YA 2027' (Singapore), 'Tax Year 2027' (Pakistan, which names a year by its end); omit for the current tax year. A year not on file is refused with the years on file"
},
"region": {
"type": "string",
"maxLength": 8,
"description": "Optional state, province or nation code, where the country's scheme has one: CA: 13 regions, e.g. AB, BC, MB; ES: 3 regions, e.g. AN, CT, MD; GB: SCT (Scotland); US: 51 regions, e.g. AK, AL, AR"
},
"incomeType": {
"type": "string",
"enum": [
"employment",
"self-employed"
],
"description": "What the income is: \"employment\" (salary or wages, the default) or \"self-employed\" (freelance or sole-trader profit after business expenses). Countries that do not model self-employed income refuse it with what differs instead of returning the employment figure"
},
"municipality": {
"type": "string",
"maxLength": 60,
"description": "Finland only: the municipality (kunta) of residence on 31 December of the previous year, in Finnish or Swedish, e.g. 'Helsinki', 'Espoo', 'Tampere', 'Åbo'. Sets the municipal and parish tax rates; omit to use the national average municipal rate"
},
"church": {
"type": "string",
"enum": [
"none",
"evangelical-lutheran",
"orthodox"
],
"default": "none",
"description": "Finland only: parish membership, for church tax. Needs `municipality`, because each parish sets its own rate"
},
"age": {
"type": "integer",
"minimum": 15,
"maximum": 100,
"description": "Finland only: age at the end of the tax year. Changes the employee pension and unemployment contributions and, from 66, the earned-income credit; omit to assume a working age (18–64 from 2026, when the 53–62 pension surcharge ended; 18–52 for 2025)"
}
},
"required": [
"country",
"income"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"description": "Country estimated (2-letter ISO code)"
},
"currency": {
"type": "string",
"description": "Currency of every monetary field"
},
"taxYear": {
"type": "string",
"description": "Tax year the brackets belong to"
},
"region": {
"type": "string",
"description": "State, province or nation whose tax was included — present only when region was passed"
},
"gross": {
"type": "number",
"description": "Gross annual income used"
},
"taxable": {
"type": "number",
"description": "Income after any pre-band deduction (UK personal allowance, IN standard deduction, US standard deduction)"
},
"incomeTax": {
"type": "number",
"description": "Income tax before levies and offsets"
},
"medicareLevy": {
"type": "number",
"description": "Kept for compatibility: AU Medicare levy only, 0 for every other country. See `levies` for the general figure."
},
"lito": {
"type": "number",
"description": "Kept for compatibility: AU Low Income Tax Offset only, 0 for every other country. See `offsets` for the general figure."
},
"offsets": {
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string"
},
"amount": {
"type": "number"
}
},
"required": [
"name",
"amount"
]
},
"description": "Credits that reduced the tax, by name — empty array when none apply"
},
"levies": {
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string"
},
"amount": {
"type": "number"
}
},
"required": [
"name",
"amount"
]
},
"description": "Charges on top of the offset tax, by name (social contributions, regional tax) — empty array when none apply"
},
"totalTax": {
"type": "number",
"description": "Total tax after levies and offsets"
},
"takeHome": {
"type": "number",
"description": "Gross minus total tax"
},
"marginalRate": {
"type": "number",
"description": "Marginal rate on the next unit of income, as a fraction"
},
"averageRate": {
"type": "number",
"description": "Total tax over gross, as a fraction"
},
"municipality": {
"type": "string",
"description": "Finland: the municipality whose rates were used, or \"national average\""
},
"municipalRate": {
"type": "number",
"description": "Finland: municipal income-tax rate applied, as a fraction"
},
"churchRate": {
"type": "number",
"description": "Finland: church-tax rate applied, as a fraction (0 for a non-member)"
},
"taxCardRate": {
"type": "number",
"description": "Finland: the withholding percentage (veroprosentti) Vero would put on the tax card — rounded up to the next half point. Employee pension and unemployment contributions are withheld on top of it"
},
"taxCardWithheld": {
"type": "number",
"description": "Finland: the tax the tax card covers for the year, to the cent (state, municipal, church, health insurance and YLE tax, less the credit)"
},
"separatelyWithheld": {
"type": "number",
"description": "Finland: employee pension and unemployment contributions for the year, to the cent — withheld by the employer on top of the tax card"
},
"incomeBasis": {
"type": "string",
"enum": [
"employment",
"self-employed",
"any"
],
"description": "What income the figure was computed for: employment (employee-only items applied), self-employed, or any (nothing depends on the income type). The first assumption says the same in words"
},
"assumptions": {
"type": "array",
"items": {
"type": "string"
},
"description": "Assumptions the figures depend on — relay them with the numbers; the first is always the income basis"
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's income tax; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"country",
"currency",
"taxYear",
"gross",
"taxable",
"incomeTax",
"medicareLevy",
"lito",
"offsets",
"levies",
"totalTax",
"takeHome",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢company_tax_estimate(country, profit, smallBusiness)
Estimate company/corporate income tax on an annual profit at the headline rate for 139 countries (28 verified against the national authority; the rest are indicative OECD headline rates, and the answer says "not verified — confirm with" the authority). Use it for company profit questions; individuals belong to income_tax_estimate. smallBusiness applies the small-company rate only where it covers all of the company's income (AU, IN); where the reduced rate is a profit band (UK small profits, the Canadian small-business deduction and similar) it is noted, not applied. Headline-rate arithmetic only: state and provincial tax, surcharges and marginal relief are named in the note, not computed. Each answer cites the company-tax source and date — not the GST/VAT one. A negative profit returns an explanation (losses carry forward), never a negative tax; a country not covered says so. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"enum": [
"AD",
"AE",
"AG",
"AL",
"AM",
"AO",
"AR",
"AT",
"AU",
"AZ",
"BA",
"BB",
"BE",
"BF",
"BG",
"BH",
"BJ",
"BN",
"BR",
"BS",
"BT",
"BW",
"BZ",
"CA",
"CD",
"CG",
"CH",
"CI",
"CL",
"CM",
"CN",
"CO",
"CR",
"CV",
"CY",
"CZ",
"DE",
"DJ",
"DK",
"DM",
"DO",
"EC",
"EE",
"EG",
"ES",
"FI",
"FJ",
"FR",
"GA",
"GB",
"GD",
"GE",
"GH",
"GR",
"GT",
"HK",
"HN",
"HR",
"HT",
"HU",
"ID",
"IE",
"IL",
"IN",
"IS",
"IT",
"JM",
"JO",
"JP",
"KE",
"KN",
"KR",
"KW",
"KZ",
"LC",
"LI",
"LK",
"LR",
"LT",
"LU",
"LV",
"MA",
"MC",
"MD",
"ME",
"MK",
"MN",
"MO",
"MR",
"MT",
"MU",
"MV",
"MX",
"MY",
"NA",
"NG",
"NL",
"NO",
"NZ",
"OM",
"PA",
"PE",
"PG",
"PH",
"PK",
"PL",
"PT",
"PY",
"QA",
"RO",
"RS",
"RU",
"SA",
"SC",
"SE",
"SG",
"SI",
"SK",
"SL",
"SM",
"SN",
"SZ",
"TG",
"TH",
"TN",
"TR",
"TT",
"TW",
"UA",
"UG",
"US",
"UY",
"UZ",
"VC",
"VN",
"WS",
"ZA",
"ZM",
"ZW"
],
"description": "2-letter ISO code of a covered country (upper case)"
},
"profit": {
"type": "number",
"description": "Annual taxable profit in local currency; a negative value (a loss) returns an explanatory message instead of tax"
},
"smallBusiness": {
"type": "boolean",
"default": false,
"description": "Apply the small-company rate — honoured only where it covers all income (AU, IN); elsewhere the reduced rate is noted instead"
}
},
"required": [
"country",
"profit"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"description": "Country estimated (2-letter ISO code)"
},
"taxLabel": {
"type": "string",
"description": "The country's name for the tax, e.g. 'Corporation Tax'"
},
"rateApplied": {
"type": "number",
"description": "Rate actually applied, as a fraction"
},
"standardRate": {
"type": "number",
"description": "The standard (headline) rate, as a fraction"
},
"smallCompanyRate": {
"type": "number",
"description": "The small-company rate on file, when there is one"
},
"usedSmallRate": {
"type": "boolean",
"description": "Whether the small-company rate was applied"
},
"tax": {
"type": "number",
"description": "Company tax on the profit (local currency, rounded)"
},
"afterTax": {
"type": "number",
"description": "Profit after tax"
},
"note": {
"type": "string",
"description": "What the headline calculation excludes (state/provincial tax, surcharge/cess, marginal relief …)"
},
"effectiveFrom": {
"type": "string",
"description": "ISO date the rate set in use took effect"
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's company tax; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"country",
"taxLabel",
"rateApplied",
"tax",
"afterTax",
"note",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢cgt_estimate(country, asset, income, proceeds, costBase, ...)
Estimate capital gains tax on one sale of shares or property by a resident individual, for 71 countries (AE, AR, AT, AU, BE, BG, BR, CA, CH, CL, CN, CO, CY, CZ, DE, DK, EE, EG, ES, FI, FR, GB, GH, GR, GT, HK, HR, HU, ID, IE, IL, IN, IS, IT, JM, JP, KE, KR, LI, LK, LT, LU, LV, MT, MU, MX, MY, NG, NL, NO, NZ, PH, PK, PL, PT, QA, RO, RS, RU, SA, SE, SG, SI, SK, TR, TW, TZ, UA, UG, US, ZA). Where the country's rule can be computed the answer is a figure; where it depends on facts the engine cannot model, the answer is the rule itself (rate, holding period, annual exemption, main residence) with the reason — never a borrowed number. Any other country returns 'not covered'. Pass income (other taxable income for the year) where the gain is taxed at marginal rates, and heldMoreThan12Months or holdingMonths where the holding period matters (the Australian 50% discount, the US long-term rate). capitalLosses apply before any discount. Finland (FI) adds its own detail: the better of the actual cost or the deemed acquisition cost (hankintameno-olettama: 20% of the price, 40% after 10 years), the 1 000 € small-disposals rule and 30%/34% capital income tax — pass yearsHeld, and otherCapitalIncome if there is any; costBase may be omitted there. Each answer cites the capital-gains source and date for that country — not the GST/VAT one. For pay without an asset sale use income_tax_estimate. Non-resident rules are out of scope. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"enum": [
"AE",
"AR",
"AT",
"AU",
"BE",
"BG",
"BR",
"CA",
"CH",
"CL",
"CN",
"CO",
"CY",
"CZ",
"DE",
"DK",
"EE",
"EG",
"ES",
"FI",
"FR",
"GB",
"GH",
"GR",
"GT",
"HK",
"HR",
"HU",
"ID",
"IE",
"IL",
"IN",
"IS",
"IT",
"JM",
"JP",
"KE",
"KR",
"LI",
"LK",
"LT",
"LU",
"LV",
"MT",
"MU",
"MX",
"MY",
"NG",
"NL",
"NO",
"NZ",
"PH",
"PK",
"PL",
"PT",
"QA",
"RO",
"RS",
"RU",
"SA",
"SE",
"SG",
"SI",
"SK",
"TR",
"TW",
"TZ",
"UA",
"UG",
"US",
"ZA"
],
"default": "AU",
"description": "2-letter ISO code of a covered country (upper case); defaults to AU"
},
"asset": {
"type": "string",
"enum": [
"shares",
"property"
],
"default": "shares",
"description": "What was sold: 'shares' (shares and funds) or 'property' (real estate). Rules differ by asset in many countries"
},
"income": {
"type": "number",
"minimum": 0,
"description": "Other taxable income for the year, in local currency — sets the marginal rate where the gain is taxed as income (e.g. AU, US short-term). Required where the rule needs it; the answer says so"
},
"proceeds": {
"type": "number",
"minimum": 0,
"description": "Sale price of the asset, in local currency"
},
"costBase": {
"type": "number",
"minimum": 0,
"description": "What the asset cost, in local currency, including eligible incidental costs. Required except for FI, where omitting it uses the deemed acquisition cost (pass FI buying and selling costs as saleExpenses)"
},
"capitalLosses": {
"type": "number",
"minimum": 0,
"default": 0,
"description": "Capital losses to offset — applied before any discount; FI: from this year or carried forward (five years)"
},
"heldMoreThan12Months": {
"type": "boolean",
"description": "True when the asset was held at least 12 months (e.g. the AU 50% discount, the US long-term rate). Shorthand for holdingMonths: true = 12, false = 0"
},
"holdingMonths": {
"type": "integer",
"minimum": 0,
"description": "Whole months the asset was held; overrides heldMoreThan12Months"
},
"yearsHeld": {
"type": "number",
"minimum": 0,
"description": "FI: whole years owned — 10 or more raises the deemed acquisition cost from 20% to 40% of the price"
},
"saleExpenses": {
"type": "number",
"minimum": 0,
"default": 0,
"description": "FI: brokerage, fees and other costs of buying and selling"
},
"otherCapitalIncome": {
"type": "number",
"minimum": 0,
"default": 0,
"description": "FI: other capital income this year (dividends, rent, other gains) — decides how much of the gain falls above the 30 000 € threshold"
},
"totalProceedsThisYear": {
"type": "number",
"minimum": 0,
"description": "FI: the year's total sale prices, this sale included, for the 1 000 € small-disposals rule; omit when this is the only sale"
},
"taxYear": {
"type": "string",
"pattern": "^\\d{4}$",
"description": "FI: calendar tax year like '2026'; omit for the current year"
}
},
"required": [
"proceeds"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"description": "Country estimated (2-letter ISO code)"
},
"status": {
"type": "string",
"enum": [
"computed",
"rule-only"
],
"description": "'computed' = a figure; 'rule-only' = the rule text and the reason no figure is given (cgtPayable and taxableGain are then null)"
},
"taxYear": {
"type": [
"string",
"null"
],
"description": "Tax year whose rules were used, when the rule is year-based"
},
"currency": {
"type": "string",
"description": "Currency of every monetary field"
},
"grossGain": {
"type": [
"number",
"null"
],
"description": "Proceeds minus cost (FI: minus the larger of actual or deemed cost). Floored at 0, local currency"
},
"lossOffset": {
"type": [
"number",
"null"
],
"description": "Capital losses actually applied"
},
"exemptionApplied": {
"type": [
"number",
"null"
],
"description": "Annual exempt amount or allowance used, where there is one"
},
"discountApplied": {
"type": "boolean",
"description": "Whether a discount or inclusion rate reduced the taxable gain (e.g. the AU 50% discount). Always false for FI"
},
"taxableGain": {
"type": [
"number",
"null"
],
"description": "Gain the tax was charged on; null when rule-only"
},
"cgtPayable": {
"type": [
"number",
"null"
],
"description": "Extra tax caused by the gain, in local currency; null when rule-only"
},
"step": {
"type": [
"string",
"null"
],
"description": "Which holding-period step applied, when the rule has steps"
},
"reason": {
"type": [
"string",
"null"
],
"description": "Why no figure was computed (rule-only), in plain words"
},
"rule": {
"type": [
"object",
"null"
],
"description": "The country's rule as written, for relaying — especially when status is rule-only",
"properties": {
"rule": {
"type": "string"
},
"holdingPeriod": {
"type": "string"
},
"annualExemption": {
"type": "string"
},
"mainResidence": {
"type": "string"
},
"notes": {
"type": "string"
}
}
},
"assumptions": {
"type": "array",
"items": {
"type": "string"
},
"description": "Assumptions the answer depends on — relay them with the figure"
},
"method": {
"type": "string",
"enum": [
"actual",
"deemed"
],
"description": "FI: whether the actual cost or the deemed acquisition cost was deducted"
},
"costDeducted": {
"type": "number",
"description": "FI: the cost deducted from the price"
},
"loss": {
"type": "number",
"description": "FI: the loss on this sale, if any (only ever from the actual cost)"
},
"lossDeductible": {
"type": "boolean",
"description": "FI: whether that loss can be deducted"
},
"smallDisposalsExempt": {
"type": "boolean",
"description": "FI: true when the year's sale prices total 1 000 € or less, making every gain tax-free"
},
"notes": {
"type": "array",
"items": {
"type": "string"
},
"description": "FI: rules that decided the answer, in plain words"
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's capital gains tax; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"country",
"status",
"taxYear",
"grossGain",
"lossOffset",
"discountApplied",
"taxableGain",
"cgtPayable",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢student_loan_repayment(repaymentIncome, taxYear)
Estimate the compulsory annual study or training loan repayment (HELP, HECS, VSL, SFSS, SSL, AASL) for an Australian resident from their repayment income, using the marginal system introduced in 2025-26 with effective-dated thresholds that roll over each financial year. Use it for "how much HELP/HECS will I repay" questions in AU; it does not cover the loan balance, indexation or voluntary repayments, and applies to Australia only. Repayment income is broader than taxable income — it adds back reportable super contributions, reportable fringe benefits, net investment loss and exempt foreign income; pass that combined figure. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"repaymentIncome": {
"type": "number",
"minimum": 0,
"description": "ATO repayment income in AUD (taxable income + reportable super + reportable fringe benefits + net investment loss + exempt foreign income)"
},
"taxYear": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}$",
"description": "Financial-year label like '2025-26'; omit to use the current Australian financial year",
"examples": [
"2025-26",
"2026-27"
]
}
},
"required": [
"repaymentIncome"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"enum": [
"AU"
],
"description": "Always AU — this tool is Australia-only"
},
"taxYear": {
"type": "string",
"description": "Financial year whose thresholds were used"
},
"repaymentIncome": {
"type": "number",
"description": "Repayment income used (AUD)"
},
"minThreshold": {
"type": "number",
"description": "Income at or below which the repayment is nil (AUD)"
},
"repayment": {
"type": "number",
"description": "Compulsory repayment for the year (AUD)"
},
"effectiveRate": {
"type": "number",
"description": "repayment ÷ repayment income, as a fraction"
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's study-loan repayment; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"country",
"taxYear",
"repaymentIncome",
"minThreshold",
"repayment",
"effectiveRate",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢superannuation_estimate(ordinaryEarnings, salarySacrifice, personalDeductible, otherTaxableIncome, taxYear)
Estimate Australian superannuation for an employee: the compulsory Superannuation Guarantee contribution (12% from 2025-26), concessional (before-tax) contributions cap usage, the 15% in-fund contributions tax, and the Division 293 high-earner surcharge — all effective-dated so a future budget year is picked automatically. Use it for "how much super will I get / can I contribute / will I be taxed" questions in AU; it does not model fund fees, insurance, investment returns, non-concessional contributions or carry-forward caps, and applies to Australia only. Salary sacrifice reduces salary; a personal deductible contribution is a deduction against total assessable income. Both add to the concessional total. The Division 293 threshold is tested against taxable income plus LOW-TAX contributions — that is, concessional contributions excluding any excess over the cap, since the excess is already counted inside taxable income. ordinaryEarnings therefore counts toward the threshold; pass otherTaxableIncome only for income beyond salary, such as investment or business income. Results may include one sourced background fact (relatedFact); the figures do not depend on it.
Input Schema
{
"type": "object",
"properties": {
"ordinaryEarnings": {
"type": "number",
"minimum": 0,
"description": "Ordinary time earnings the Superannuation Guarantee applies to, in AUD (usually salary/wages)"
},
"salarySacrifice": {
"type": "number",
"minimum": 0,
"default": 0,
"description": "Voluntary before-tax (concessional) contributions in AUD"
},
"personalDeductible": {
"type": "number",
"minimum": 0,
"default": 0,
"description": "Personal contributions claimed as a tax deduction in AUD (also concessional)"
},
"otherTaxableIncome": {
"type": "number",
"minimum": 0,
"default": 0,
"description": "Other taxable income in AUD — only used to test the Division 293 high-earner threshold"
},
"taxYear": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}$",
"description": "Financial-year label like '2025-26'; omit to use the current Australian financial year",
"examples": [
"2025-26",
"2026-27"
]
}
},
"required": [
"ordinaryEarnings"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"enum": [
"AU"
],
"description": "Always AU — this tool is Australia-only"
},
"taxYear": {
"type": "string",
"description": "Financial year whose parameters were used"
},
"sgRate": {
"type": "number",
"description": "Superannuation Guarantee rate applied, as a fraction"
},
"guaranteeableEarnings": {
"type": "number",
"description": "Earnings the SG applied to after the maximum contribution base cap (AUD)"
},
"guaranteeAmount": {
"type": "number",
"description": "Compulsory employer SG contribution for the year (AUD)"
},
"concessionalContributions": {
"type": "number",
"description": "SG + salary sacrifice + personal deductible, all concessional (AUD)"
},
"concessionalCap": {
"type": "number",
"description": "Concessional contributions cap for the year (AUD)"
},
"excessConcessional": {
"type": "number",
"description": "Concessional contributions above the cap (AUD)"
},
"contributionsTax": {
"type": "number",
"description": "15% contributions tax on concessional contributions within the cap (AUD)"
},
"div293Applies": {
"type": "boolean",
"description": "Whether the Division 293 high-earner surcharge applies"
},
"div293Tax": {
"type": "number",
"description": "Division 293 surcharge (extra 15%), 0 when it does not apply (AUD)"
},
"assumption": {
"type": "string",
"description": "A stated assumption that materially affects the figures, when one applies (e.g. no carried-forward concessional cap)"
},
"relatedFact": {
"type": "object",
"description": "One sourced background fact about the country's superannuation; the figures do not depend on it. Absent when no sourced fact fits.",
"properties": {
"kind": {
"type": "string",
"enum": [
"origin",
"story",
"anniversary"
],
"description": "'origin' = when the tax began and what it replaced; 'anniversary' = the same, on the anniversary of its start date; 'story' = a dated story from the facts corpus"
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Which tax the fact is about"
},
"country": {
"type": "string",
"description": "2-letter ISO code of the country the fact is about"
},
"fact": {
"type": "string",
"description": "The fact, in one or two sentences"
},
"detail": {
"type": "string",
"description": "Longer supporting detail, when the corpus has it"
},
"sourceName": {
"type": "string",
"description": "Who the fact is sourced to"
},
"sourceUrl": {
"type": "string",
"description": "Link to that source — always present"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"context": {
"type": "string",
"enum": [
"national"
],
"description": "Present on a state or provincial answer: the fact is about the country as a whole"
},
"more": {
"type": "string",
"enum": [
"tax_facts"
],
"description": "The tool that returns the full sourced fact set for this country"
}
},
"required": [
"kind",
"topic",
"country",
"fact",
"sourceName",
"sourceUrl",
"more"
],
"additionalProperties": false
},
"source": {
"type": "string",
"description": "The national tax authority the figures were verified against (e.g. 'ATO — ato.gov.au')"
},
"dataVerifiedOn": {
"type": "string",
"description": "ISO date the rate data was last confirmed against the authority"
},
"mayBeStale": {
"type": "boolean",
"description": "True once the verification date is over a year old — re-confirm with the authority"
},
"disclaimer": {
"type": "string",
"description": "General-information note that must accompany any figure shown to a person"
},
"sourceUrl": {
"type": "string",
"description": "https link to the authority page the rate was verified against. Present only on rate answers backed by a verified ledger row — absent (never empty) otherwise, so its presence is itself the claim"
}
},
"required": [
"country",
"taxYear",
"sgRate",
"guaranteeableEarnings",
"guaranteeAmount",
"concessionalContributions",
"concessionalCap",
"excessConcessional",
"contributionsTax",
"div293Applies",
"div293Tax",
"source",
"dataVerifiedOn",
"mayBeStale",
"disclaimer"
],
"additionalProperties": false
}🟢tax_facts(country, topic)
Sourced facts about a country's tax system: when and why its GST/VAT was introduced, what it replaced, and memorable, true stories (court cases, elections, odd rulings) — each fact linked to its own source. Omit country for a primer on what a consumption tax is plus famous tax stories from history. Pass topic to keep only facts about one tax (each fact lists its topics). Use it for background, explainers, teaching or a conversation opener; for any rate or amount use tax_rate_lookup, compute_gst_vat or the estimate tools, because facts are dated stories, not live figures. Countries without curated facts return the list of countries that have them rather than an invented one.
Input Schema
{
"type": "object",
"properties": {
"country": {
"type": "string",
"pattern": "^[A-Za-z]{2}$",
"minLength": 2,
"maxLength": 2,
"description": "2-letter ISO code, e.g. AU, GB, JP. Omit for the global primer and famous tax stories",
"examples": [
"AU",
"GB",
"JP"
]
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "Optional: only facts about this tax — 'gst' (GST/VAT and other consumption taxes), 'income', 'company', 'cgt', 'super', 'studentloan' or 'general'. Omit for every fact"
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"scope": {
"type": "string",
"enum": [
"country",
"global"
],
"description": "Whether these are one country’s facts or the global set"
},
"country": {
"type": "string",
"description": "Country name (country scope only)"
},
"code": {
"type": "string",
"description": "2-letter ISO code (country scope only)"
},
"originYear": {
"type": "string",
"description": "Year the country’s GST/VAT began, when on record"
},
"replaced": {
"type": "string",
"description": "The tax it replaced, when on record"
},
"originStory": {
"type": "string",
"description": "How it came to be, in a paragraph"
},
"primer": {
"type": "string",
"description": "What a consumption tax is (global scope only)"
},
"facts": {
"type": "array",
"description": "The facts, each with its own source. Show the source alongside any fact you repeat",
"items": {
"type": "object",
"properties": {
"title": {
"type": "string"
},
"fact": {
"type": "string"
},
"detail": {
"type": "string"
},
"sourceName": {
"type": "string"
},
"sourceUrl": {
"type": "string"
},
"verifiedDate": {
"type": "string",
"description": "ISO date the fact was last checked against its source, when recorded"
},
"topics": {
"type": "array",
"items": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
]
},
"description": "Which taxes the fact is about. Country facts with no recorded topic are GST/VAT facts ('gst'); global stories with none are 'general'"
}
},
"required": [
"fact",
"sourceName",
"sourceUrl",
"topics"
]
}
},
"topic": {
"type": "string",
"enum": [
"gst",
"income",
"company",
"cgt",
"super",
"studentloan",
"general"
],
"description": "The topic filter applied, when one was passed"
},
"countriesWithFacts": {
"type": "array",
"items": {
"type": "string"
},
"description": "Every country code that has curated facts"
},
"disclaimer": {
"type": "string",
"description": "Note that must accompany facts shown to a person"
}
},
"required": [
"scope",
"facts",
"countriesWithFacts",
"disclaimer"
],
"additionalProperties": false
}Community
Evidence
Recent observations
verifiedversion not recorded10 tools
verifiedversion not recorded10 tools
verifiedversion not recorded10 tools
verifiedversion not recorded9 tools
verifiedversion not recorded9 tools
verifiedversion not recorded9 tools