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Setup Guide

Requirements

• Python 3.12+
• Node.js 22.0.0+

Backend Setup

1. Navigate and create environment

   cd backend
   python -m venv .venv
   

   1. Activate environment

   - Windows (PowerShell): `.venv\Scripts\Activate.ps1`

   -  Windows (CMD): `.venv\Scripts\activate`

   -  Mac/Linux: `source .venv/bin/activate`

1. Install dependencies

   pip install -r requirements.txt

1. Process PDFs (optional - enables enhanced search)

   python utils/process_pdfs.py

1. Start server bash # Simple mode (metadata only) python app.py bash # Enhanced mode (with PDF content) USE_ENHANCED_MODE=true python app.py
   1. Test API: http://127.0.0.1:8000/docs

Frontend Setup

1. Install and run (in new terminal)

   cd frontend
   npm install
   npm run dev

2, Open app: http://localhost:5173

Dataset

Comprehensive IRS forms covering:

Individual & Small Business: 1040, W-4, W-9, W-7, 1099-NEC, 8829
Payroll & Employers: 941, 944, 940, 1095-C, SS-8
Partnerships & S-Corps: 1065, K-1, 1120-S
Corporations: 1120, 1120-W, Schedule M-3
Compliance: SS-4, 2848, 4562, 720

Total: 27 forms in extensible JSON format for easy scaling.

Built With

• batchfile
• css
• html
• javascript
• jupyter-notebook
• python
• shell