Setup Guide

Requirements

• Python 3.12+
• Node.js 22.0.0+

Backend Setup

1. Navigate and create environment

   cd backend
   python -m venv .venv

2. Activate environment

   • Windows (PowerShell): .venv\Scripts\Activate.ps1

   • Windows (CMD): .venv\Scripts\activate

   • Mac/Linux: source .venv/bin/activate

3. Install dependencies

   pip install -r requirements.txt

4. Process PDFs (optional - enables enhanced search)

   python utils/process_pdfs.py

5. Start server

   # Simple mode (metadata only)
   python app.py

   # Enhanced mode (with PDF content)
   USE_ENHANCED_MODE=true python app.py

6. 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.