How tax estimates are made

A rule, a source and a status

For the regimes the engine covers (Mexico RESICO, Argentina monotributo, Colombia SIMPLE, Brazil MEI, the United States estimated-tax safe harbor, the Philippines 8% option, and the export-of-services rules of Pakistan, Brazil and Mexico) the reserve is the amount the rule gives for your income, computed with whole-number arithmetic in the smallest unit of the currency.

Every rule carries the public source it was taken from and a verification status. A rule shows as unverified until a named person has checked it against its source; the status is shown with the number.

Where this is enforced: packages/tax-engine/src/reserve.ts, packages/tax-engine/src/rule.ts, packages/tax-engine/rules

When there is no rule

For a country or regime without a rule, the engine uses a stated effective rate and the result is labelled as an estimate from that fallback, never as a rule. Due dates are the statutory dates and are not moved for weekends or holidays.

Where this is enforced: packages/tax-engine/src/due-dates.ts, packages/tax-engine/rules/ZZ/fallback-effective-rate.json

Where it stops

Strickle sets money aside and shows the figure; it does not file or pay your taxes and it is not tax advice. Rules change, and a rule can be out of date until it is reviewed. If your situation differs from the rule's assumptions, check with an accountant, who can open your vault read-only.

Where this is enforced: packages/tax-engine/src/load.ts