usincometaxes sends data to the National Bureau of
Economic Research’s (NBER) TAXSIM 35 server. The data
must meet TAXSIM 35’s requirements for data types and column names.
usincometaxes performs checks to ensure the data will be
accepted by TAXSIM 35. It’s possible, however, that issues will slip
through. This can produce cryptic errors that might be hard to location.
If you receive errors that you cannot correct it could be helpful to
manually upload your data to TAXSIM 35’s servers.
usincometaxes provides a function,
create_dataset_for_taxsim(), to format your data for manual
uploading. To use the function, prepare your dataset as you normally
would to use taxsim_calculate_taxes(). For example, follow
the formatting required for input
columns. Then, supply the dataset to
create_dataset_for_taxsim().
data(taxpayer_finances)
taxsim_dataset <- create_dataset_for_taxsim(taxpayer_finances)
knitr::kable(head(taxsim_dataset))| taxsimid | year | mstat | state | page | sage | depx | age1 | age2 | age3 | pwages | swages | dividends | intrec | stcg | ltcg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2000 | 1 | 34 | 37 | 0 | 4 | 6 | 7 | 8 | 26361.75 | 0.00 | 2260.86 | 4340.19 | 2280.16 | 2060.29 |
| 2 | 2000 | 1 | 34 | 29 | 0 | 1 | 7 | 0 | 0 | 33966.34 | 0.00 | 1969.54 | 868.10 | 1064.50 | 2234.61 |
| 3 | 2000 | 2 | 34 | 36 | 30 | 1 | 13 | 0 | 0 | 174191.53 | 102286.98 | 1972.47 | 2048.31 | 1009.11 | 1226.34 |
| 4 | 2000 | 2 | 34 | 37 | 34 | 3 | 5 | 6 | 7 | 67604.57 | 53205.76 | 1173.95 | 881.67 | 3582.74 | 1405.74 |
| 5 | 2000 | 2 | 34 | 38 | 39 | 0 | 0 | 0 | 0 | 21176.78 | 21687.72 | 4614.91 | 1588.52 | 560.93 | 825.04 |
| 6 | 2000 | 1 | 34 | 36 | 0 | 1 | 2 | 0 | 0 | 53397.72 | 0.00 | 2067.41 | 1320.01 | 687.23 | 3548.07 |
Then, save this dataset as a csv file to your local computer. It is
recommended to use readr::read_csv() to write out the
dataset. write.csv tends to pose issues. Also note that you
can name the .csv file anything you wish.
taxsim_filename <- 'taxsim_dataset.csv'
vroom::vroom_write(taxsim_dataset, taxsim_filename)Now, manually upload the file taxsim_dataset.csv to
TAXSIM 35’s server by going to (https://taxsim.nber.org/taxsim35/), navigating to the
section titled ‘OR…Upload a (not too large) file with TAXSIM data:’, and
uploading the .csv file:
Errors from the manual upload could guide you in solving any data formatting issues.