Terms of Use

1. What TaxMath is

TaxMath is a calculator and a worksheet, published by TaxMath. It estimates tax and lays the arithmetic out line by line so you can follow it.

TaxMath is not the IRS. It is an independent site with no affiliation to the Internal Revenue Service, the Department of the Treasury, any state or provincial revenue agency, or any other part of any government. It is not a government service, and nothing here is published on a government’s behalf.

Using the site means accepting these terms. If you do not accept them, do not use the site.

2. Not advice, and not a preparer

Nothing on TaxMath is tax, legal, accounting or financial advice. We are not your tax preparer, your accountant, your attorney or your adviser, and using the site creates no professional relationship of any kind. We charge no fee, and no fee makes one either.

We do not know your circumstances, and the site cannot ask enough questions to learn them. For advice about your own return, speak to a qualified professional.

3. No warranty on the figures

The site and every figure on it are provided as is, without warranty of any kind, express or implied. To the fullest extent permitted by law we disclaim all warranties, including any implied warranty of merchantability, fitness for a particular purpose, accuracy, and non-infringement. We do not warrant that the site will be available, uninterrupted, or free of errors, or that any figure it produces is correct or current.

You are responsible for checking every figure against the official instructions before you rely on it or file. Nobody has reviewed these figures but you.

The federal PDF the site fills is the IRS’s own Form 1040, downloaded from irs.gov. TaxMath does not check it, sign it, or send it. Filing it is your act: read every line before you file, and file through the IRS or an authorized e-file provider. The on-screen replica of the form is a calculator, not a return — a printout of that page cannot be used to file, and the IRS will not accept it.

4. Provisional figures and corrections

Some figures are marked provisional, which means the underlying rate, threshold or rule has not been finalized by the taxing authority and may change. A provisional figure says so where it appears. Treat it as a working number, not a settled one.

When a published figure changes, we record it. The corrections page lists those changes.

5. Limitation of liability

To the fullest extent permitted by law, TaxMath and anyone who works on it are not liable for any loss arising out of or connected with your use of the site — direct or indirect, incidental, consequential, special, exemplary or punitive. That includes underpaid or overpaid tax, interest, penalties, lost data, lost profits and lost time, whether the claim is framed in contract, tort, negligence, strict liability or anything else, and whether or not we were told such loss was possible.

Some jurisdictions do not allow the exclusion of certain warranties or the limitation of certain damages. Where that is the case, the exclusions and limitations above apply only as far as that jurisdiction permits.

6. Your data

What you type stays in your browser: the calculations run on your own device, and no part of a return is sent to us. The privacy policy sets out the detail, and it governs over anything this page summarizes.

7. Embedding the calculator

You may embed the calculator on your own site on the terms set out on the embed page — free, commercial or not, with the TaxMath credit line kept visible.

The widget carries its own disclaimer. You may not remove, obscure, or alter it, by styling, cropping, overlay or otherwise, and you may not present the figures as tax advice or as a filing-grade calculation. An embed that hides the disclaimer is not licensed.

8. Severability

If any part of these terms is held unenforceable, that part is limited or removed to the least extent necessary and the rest stays in force.

9. Governing law and venue

These terms are governed by the laws of the State of California, without regard to its conflict-of-laws rules. Any dispute arising from these terms or from use of the site is brought in the state or federal courts located in San Diego County, California, and you consent to that jurisdiction and venue.

10. Changes to these terms

We may update these terms. The “Last updated” date at the top of this page is the date of the current version, and continuing to use the site after a change means you accept it.

11. Contact

Questions about these terms: feedback [at] taxmath.org