Simplify-Tax
AI agents built on CrewAI and Gemini that read bank statements and compare India's old and new tax regimes.
What it does
A set of CrewAI agents that read a bank statement pasted as text, classify income and deductions, compute Indian income tax under the old and new regimes and recommend one, returning a Markdown summary. It runs as a FastAPI backend with a static HTML front end and needs a Google Gemini API key pasted into main.py. The README lists PDF statements and portal integration as future work (MIT).
Where it fits on the map
Not on the map: inactive, a demo, needs a paid service and for individual taxpayers.
The map places maintained projects for a company tax department or a tax authority, without a demo or paid-service flag. Everything else stays on the list with its label.
Similar projects
Of the same kind, for a shared jurisdiction or tax area. Not a ranking.
- CFO StackBeancount accounting run through Claude Code, with jurisdiction packs for Canada, the US, Taiwan and China.For individual taxpayers
- DaLI for RP2Data loader that turns exchange and wallet records into input files for the RP2 crypto tax calculator.For individual taxpayers
- india-complianceERPNext app for Indian tax compliance, including GST.
- india-itr-toolkitLocal scripts that turn Indian income tax portal documents into a draft computation and return JSON.For individual taxpayers
- japan-expat-tax-checkerTax filing checklist for US expats in Japan: FBAR, FATCA, RSU and NISA/iDeCo.For individual taxpayers
- PolicyEngine ChatChat interface to PolicyEngine for UK and US tax and benefit questions and reforms.
Maintain this project?
Link to this page from your README, so readers find the facts, the notes and where it fits. The badge is a small SVG served from this site.
[](https://tax-oss.com/projects/simplify-tax/)