Terms of Service

1. Open-Source Self-Help Software (Not a CPA, EA, or Law Firm)

Taxly is open-source self-help tax calculation and preparation software distributed under the MIT License. Taxly is not a Certified Public Accountant (CPA), Enrolled Agent (EA), tax preparer for compensation, or law firm. Using Taxly does not create a fiduciary, professional, or accountant-client relationship, and nothing generated by Taxly constitutes legal, tax, or financial advice.

2. No Electronic Return Transmission (IRS MeF) & Draft Packet Status

Taxly runs locally on your computer and does not electronically transmit returns (IRS Modernized e-File / MeF) to the Internal Revenue Service or any state revenue agency. Filled IRS PDFs generated by Taxly are provided as a Draft / Review & Print Packetfor your review, manual transcription into free e-file portals (such as IRS Direct File or FreeTaxUSA), CPA handoff, or paper filing. Substitute forms generated by Taxly are not certified under IRS Publication 1167.

3. AI Outputs & Taxpayer Verification Responsibility

Optional AI advisor explanations, document field extractions, and multi-agent review findings are automated aids that can make mistakes, hallucinate, or omit relevant tax rules. You are solely responsible for verifying every line item, calculation, and election against official IRS and state instructions before signing, mailing, or copying figures into an e-file portal.

4. State Tax Scope

Taxly provides a resident state worksheet for South Carolina (SC1040 worksheet, reference only) and beta reference calculators for 8 additional states. For unsupported states, Taxly explicitly reports state tax liability as unknown (never zero). You remain responsible for preparing and filing all required state and local tax returns.

5. "AS IS" Warranty Disclaimer & Limitation of Liability

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY OF TAX CALCULATIONS, AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS, CONTRIBUTORS, OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES, TAX PENALTIES, INTEREST, AUDIT ADJUSTMENTS, OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT, OR OTHERWISE, ARISING FROM, OUT OF, OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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