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Session

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Workspace settings

Tax year 2025 (use the year selector in the header to switch). Shareable rule JSON is cached in S3 under app_data/{year}/fed.json and app_data/{year}/state/{st}.json (lowercase state code), then bundled files under data/, then OpenAI if a key is set. Use “Clear cached rules” below to force a reload. View bracket tables in Education.

Session

Notes for 2025

Year-specific reminders (also editable from the workspace page).

Estimator defaults (2025)


Cached rule files (S3)

Federal and state rule JSON for 2025 is stored under app_data/2025/ (for example fed.json and state/ga.json). Clearing removes those objects so rules reload from bundled data/ files or OpenAI on next use.


Danger zone

Remove every uploaded PDF and AI summary in this session (all tax years). Session and per-year settings.json files are kept.