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🇨🇦 TaxSyncForDrivers

Comprehensive Canadian Tax Calculator & Expense Tracker for All Provinces & Territories

For everyone: Drivers • Employees • Students • Self-employed • Retirees • Mixed income

Maximize deductions • Track expenses • AI-powered document processing • 100% client-side

Tests Coverage Provinces Territories

✨ 2026 Tax Rates: Now updated with official CRA and provincial 2026 rates, including the federal tax rate reduction to 14%. See TAX_RATES_2026.md for details.

🍁 Complete Canada Coverage: All 10 provinces and 3 territories supported! See PROVINCE_COVERAGE.md for full details.

💡 Why TaxSyncForDrivers?

Canadians leave thousands on the table every tax year

Common issues across all taxpayers:

  • ❌ Miss eligible deductions and credits
  • ❌ Manual data entry from tax documents
  • ❌ Unclear province-specific benefits
  • ❌ No tax planning throughout the year
  • ❌ Complicated forms and calculations

We solve this for everyone.

📧 Email Automation (AWS Lambda)

NEW: Automatically process tax documents sent to notifications@isaloumapps.com

Quick Start

./scripts/deploy-lambda.sh

Monthly cost: ~$1-2 (within AWS free tier limits)

How It Works

  1. 📧 Send Email → Forward documents to notifications@isaloumapps.com
  2. 🔒 SES Receives → AWS SES receives and scans for spam/viruses
  3. 💾 S3 Stores → Email saved to S3 bucket (30-day retention)
  4. Lambda Processes → Extracts data from attachments automatically
  5. 📬 Get Results → Receive formatted response with extracted data

Features

  • Automatic Processing - No manual upload needed
  • Multi-Document Support - Process multiple attachments at once
  • Spam Protection - Built-in SES spam/virus scanning
  • Beautiful Emails - Professional HTML response templates
  • Cost Effective - ~$0.10 per 1,000 emails
  • Serverless - Auto-scales, no server maintenance
  • Secure - AWS IAM permissions, encrypted storage

Supported Documents

  • T4, T4A, T5, T3, T5008, T2202 (tax slips)
  • RL-1, RL-2 (Quebec slips)
  • Uber/Lyft summaries
  • Gas receipts, vehicle maintenance, insurance
  • Phone bills, parking receipts, and more

Documentation

Scripts

# Deploy infrastructure
./scripts/deploy-lambda.sh

# Configure SES receiving
./scripts/setup-ses-receiving.sh

# Test the system
./scripts/test-email-automation.sh

# View logs
./scripts/view-lambda-logs.sh

# Get metrics and costs
./scripts/get-lambda-metrics.sh

👥 Who is TaxSyncForDrivers For?

🚗 Rideshare & Taxi Drivers

  • Vehicle expense optimization (simplified vs. detailed method)
  • Uber/Lyft statement parsing
  • Quarterly tax planning
  • GST/QST tracking

💼 Self-Employed Workers

  • Business expense tracking with CRA-compliant categories
  • Home office deduction calculator
  • Capital Cost Allowance (CCA) automation
  • T2125/TP-80-V form generation

👔 Employees

  • T4 income slip parsing
  • RRSP contribution optimizer
  • Union dues and employment expenses
  • Tax refund estimator

🎓 Students

  • Tuition Tax Credit - T2202 processing, federal + provincial, all provinces
  • Student Loan Interest - Government loan interest credit, 5-year carryforward
  • Strategic claiming optimizer - Maximize lifetime benefit
  • Lifetime savings calculator - Project total tax savings over loan repayment
  • Part-time income optimization
  • Moving expense calculator (for work/study)

🏡 Retirees

  • Old Age Security (OAS) - Monthly benefits for 65+, clawback calculator
  • Guaranteed Income Supplement (GIS) - Low-income senior support
  • CPP/QPP Retirement - Pension estimates, early/late start analysis
  • Pension Income Splitting - Optimize couples' tax burden
  • Allowance & Survivor Benefits - Ages 60-64
  • Comprehensive retirement planning for all Canadian provinces/territories
  • Age amount and pension income credits
  • Medical expense tracking

🔀 Mixed Income

  • Multiple income stream optimization
  • Self-employment + employment tax planning
  • Investment income integration (T5)

🚀 Features

✅ All Income Types

  • Employment (T4) - Parse and calculate federal/provincial tax
  • Self-employment - Business income and expenses (T2125/TP-80-V)
  • Investment (T5) - Dividend and interest income with tax-efficient planning
  • Pension - Retirement income with splitting optimization
  • Platform income - Uber/Lyft/DoorDash automated parsing

✅ Investment Income Calculators

  • Dividend Tax Credit - Eligible & non-eligible dividends, all provinces/territories
  • Dividend vs. Interest Comparison - Tax-efficient income planning
  • T5 slip processing - Automatic dividend extraction and validation

✅ Employment & Deductions

  • Union Dues - Tax credit for union/professional association fees
  • Professional Dues - Engineers, lawyers, accountants, nurses
  • First-Time Home Buyers' Amount - $1,500 federal + provincial rebates
  • RRSP Home Buyers' Plan - Withdraw up to $60,000 tax-free

✅ Universal Deductions & Credits

  • RRSP - Contribution optimizer and carry-forward tracking
  • Charitable donations - Federal and provincial credit calculation
  • Medical expenses - Family claim optimization
  • Childcare - Eligible expense tracking
  • Canada Child Benefit (CCB) - Tax-free monthly payments for children under 18
  • Tuition - T2202 processing with provincial variations
  • Home office - For employees and self-employed
  • Moving expenses - Work/study relocation

✅ All Provinces & Territories

  • Complete coverage - 10 provinces + 3 territories
  • Province-specific credits - Climate action, child benefits, seniors benefits
  • Accurate 2026 rates - Federal tax rate reduction to 14%
  • Provincial variations - Quebec (RL-1, QPP), Ontario (Trillium), BC (Climate Action), etc.

✅ Multiple User Profiles

  • Smart UI - Shows only relevant sections for your situation
  • Profile types - Driver, Employee, Self-employed, Student, Retiree, Mixed income
  • Optimized workflows - Tailored guidance for each user type

✅ AI Document Processing

  • T4, T5, RL-1, T2202 - Tax slips
  • Uber/Lyft statements - Platform earnings
  • Receipts - Gas, maintenance, insurance
  • 100% client-side - Your data stays private

1. 🚙 Vehicle Expense Optimizer

  • Simplified: $0.70/km first 5,000km, $0.64/km after
  • Detailed: Fuel, insurance, maintenance, CCA
  • We pick the best method for you

2. 📱 Platform Income Parser

  • Auto-parse Uber/Lyft statements
  • Extract fares, tips, fees
  • One-click import

3. 💰 Quarterly Tax Planner

  • Weekly savings targets
  • Payment calendar (Mar/Jun/Sep/Dec)
  • Late penalty calculator

4. 💼 Self-Employment Tax

  • QPP/CPP automatic calculation
  • Employer portion deductible

5. 📧 NEW: Email Automation System

Forward tax documents to notifications@isaloumapps.com for instant processing!

How it works:

  1. 📧 Forward or email your tax documents and receipts
  2. 🤖 AI processes - Extracts data automatically (< 30 seconds)
  3. 💰 Tax updated - Your profile is updated with income/expenses
  4. ✉️ Get results - Receive detailed summary email

Email Features:

  • AWS SES Integration - Enterprise-grade email processing
  • Webhook Security - Secure email handling
  • Multi-Document Support - Process multiple attachments at once
  • Beautiful HTML Emails - Professional response templates
  • Tax Impact Summary - Instant calculations in your inbox
  • Production Ready - Deployed and operational for demos

🚀 Deployment Options:

  • Vercel (Serverless) - Recommended for easy deployment
  • Railway - Persistent server with always-on capability
  • Render - Alternative hosting with Docker support
  • Docker - Self-hosted deployment for full control

📚 Documentation:

6. 📄 Document Upload & Processing

Upload tax documents and receipts for instant data extraction!

Document Upload Interface

Supported Documents:

  • T4 / T4A - Canadian employment slips
  • T5 - Investment income slips
  • RL-1 / RL-2 - Quebec employment slips
  • T2202 - Tuition and Enrolment Certificate
  • Uber / Lyft - Weekly/monthly earnings summaries
  • Gas receipts - Shell, Esso, Petro-Canada, etc.
  • Vehicle maintenance - Repairs, tires, oil changes
  • Insurance - Annual premiums
  • Parking / Tolls - Receipts
  • Phone bills - Monthly statements

How it works:

  1. 📁 Upload - Drag & drop PDFs, images, or paste text
  2. 🔍 Process - AI identifies document type and extracts data
  3. ✅ Validate - Automatic validation with confidence scores
  4. 📊 Review - See extracted fields with warnings for unusual values

Document Processing Results

Features:

  • 100% client-side processing - Your data never leaves your browser
  • Smart validation - Detects unusual amounts and missing data
  • Confidence scoring - Know how reliable the extraction is
  • Multi-format support - Text, PDF, and images (OCR coming soon)
  • Bilingual - Full English and French support

📊 Example: Marie (Uber Driver)

Category Amount
Uber Fares $72,000
Vehicle Expenses -$22,400
Tax Owed $10,230
Weekly Savings $197

🧪 Testing

✅ 229 tests | ✅ 83% coverage

Run tests:

npm test              # Unit tests
npm run test:e2e      # End-to-end tests
npm run test:all      # All tests

🚀 Quick Start

Run Locally

# Install dependencies
npm install

# Run tests
npm test

# Start email server (optional)
npm run server

Email Integration Setup

See the Complete Email Integration Guide for:

  • Mailgun configuration
  • Webhook setup
  • Environment variables
  • Production deployment
  • Testing & monitoring

🏗️ Architecture

Email Integration System

  • Email Server (email-server.js) - Express server with Mailgun webhooks
  • Email Handler (email-handler.js) - Email processing and document extraction
  • Email Sender (email-sender.js) - Automated response generation
  • Tax Integration (tax-integration.js) - User profile and tax calculations

Document Processing Engine

  • Pattern Library (pattern-library.js) - Document type recognition and field extraction
  • Validation Engine (validation-engine.js) - Data validation and anomaly detection
  • Document Processor (document-processor.js) - Core processing logic

Technology Stack

  • Pure JavaScript - No dependencies, runs entirely in your browser
  • Client-side processing - 100% private, zero data transmission
  • Modular design - Easy to extend with new document types
  • Comprehensive tests - 168 test cases covering all features

🔒 Privacy & Security

  • 100% client-side - All calculations happen in your browser
  • No data transmission - Nothing sent to servers
  • No tracking - No analytics, no cookies
  • Open source - Audit the code yourself

⭐ Star This Repo!

Help other drivers save money!


For all Canadians 🇨🇦

While this tool provides accurate calculations based on 2026 CRA rates, always consult a tax professional for personalized advice.

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AI-powered Quebec tax calculator for rideshare & taxi drivers • Vehicle expense tracking • Quarterly tax planning • 100% client-side

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