ChillTax

Smart Expense Tracking with Built-in Tax Optimization

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🚀 Important Links

🎥 Demo Video

🔹 Hackathon Page and Team Info

👉 https://devpost.com/software/xx-6iq0mz

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What ChillTax Does

Tax season is stressful. Sorting through receipts, categorizing expenses, and figuring out what's deductible takes hours. ChillTax handles all of that automatically.

Instead of manually tagging every transaction, you just add your expenses with a quick description. Our AI figures out whether it's tax-deductible and sorts it into the right category. When tax time comes, you get a ready-to-file report in seconds.

We also suggest donation opportunities that maximize your tax benefits, because giving back shouldn't mean doing extra paperwork.

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System Workflow

graph TB
    A[User Adds Expense] --> B[Perplexity AI Analysis]
    B --> C{Tax Deductible?}
    C -->|Yes| D[Categorize as Work/Medical/etc]
    C -->|No| E[Mark as Personal]
    D --> F[Store in PostgreSQL]
    E --> F
    F --> G[Dashboard Updates]
    G --> H[Generate Reports]
    H --> I[Export PDF/CSV]
    
    style A fill:#e3f2fd,stroke:#1e88e5,color:#01579b
    style B fill:#fff3e0,stroke:#f57c00,color:#e65100
    style C fill:#fce4ec,stroke:#c2185b,color:#880e4f
    style D fill:#e8f5e9,stroke:#43a047,color:#1b5e20
    style E fill:#ffebee,stroke:#e53935,color:#b71c1c
    style F fill:#f3e5f5,stroke:#8e24aa,color:#4a148c
    style G fill:#e1f5fe,stroke:#0288d1,color:#01579b
    style H fill:#fff8e1,stroke:#fdd835,color:#f57f17
    style I fill:#e8f5e9,stroke:#43a047,color:#1b5e20

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How it works:

1. User enters expense amount and description
2. Perplexity AI analyzes the context and determines tax relevance
3. System categorizes and stores the transaction
4. Dashboard displays real-time spending patterns
5. One-click export generates tax-ready documents

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Core Features

Intelligent Categorization
Describe your expense naturally, and the AI decides if it's deductible and what category it belongs to. No dropdown menus or manual tagging required.

Real-Time Dashboard
See exactly where your money goes, broken down by category. Track tax-deductible vs personal spending at a glance.

Tax-Ready Exports
Generate PDFs for your accountant or CSV files compatible with German tax software like ELSTER and WISO. Everything formatted correctly, nothing to edit.

Donation Recommendations
Get suggestions for NGOs where your contributions qualify for tax deductions. Know exactly how much you'll save before you donate.

Secure Authentication
Token-based auth keeps your financial data protected. Each user's expenses are completely isolated.

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API Reference

Authentication Endpoints

Create Account
POST /auth/signup

{
  "name": "Rahul",
  "email": "[email protected]",
  "username": "tax_rahul",
  "password": "securepassword123",
  "phone": "9876543210"
}

Returns authentication token and user ID.

Login
POST /auth/login

{
  "email_or_username": "tax_rahul",
  "password": "securepassword123"
}

Returns authentication token for subsequent requests.

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Expense Management

Add New Expense
POST /expenses/add

Requires Authorization: Bearer <token> header.

{
  "amount": 5000,
  "description": "MacBook Pro for coding"
}

The AI automatically categorizes this as "Work" and marks it tax-deductible.

Dashboard Summary
GET /expenses/dashboard

Returns category-wise breakdown with totals and tax relevance.

Complete History
GET /expenses/history

Chronological list of all expenses with full details.

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Export Options

PDF Report
GET /exports/pdf

Downloads a formatted tax report ready for filing.

CSV Export
GET /exports/csv

Generates spreadsheet-compatible file with columns: ID, Amount, Category, Description, Date, Tax_Relevant.

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Tax Optimization

Donation Suggestions
GET /donations/suggestions

{
  "suggestions": [
    {
      "ngo": "Teach For India",
      "cause": "Education",
      "tax_benefit": "50% under 80G",
      "min_amount": 500
    }
  ]
}

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Setup Guide

Requirements

• Python 3.10 or higher
• PostgreSQL database
• Perplexity API key

Installation Steps

Clone the repository:

git clone https://github.com/manojkp08/ChillTax_Perplexity_Devpost.git
cd ChillTax_Perplexity_Devpost

Install dependencies:

pip install -r requirements.txt

Configure environment variables in .env:

DATABASE_URL=postgresql://user:password@localhost:5432/taxfighter
PERPLEXITY_API_KEY=your_key_here

Start the server:

uvicorn app.main:app --reload

The API will be available at http://localhost:8000

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Technical Architecture

Backend Framework: FastAPI handles routing and request validation
Database: PostgreSQL stores user data and transactions
AI Engine: Perplexity Sonar API powers expense categorization
Cloud Infrastructure: Google Cloud Platform hosts production deployment
Security: Token-based authentication with secure password hashing
Export Libraries: FPDF2 for PDFs, native CSV module for spreadsheets

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Live Deployment

Production API: https://chilltax-perplexity-devpost.onrender.com

All endpoints documented above work on this base URL. Include your auth token in the headers for protected routes.

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Error Handling

The API returns standard HTTP status codes:

• 200: Request successful
• 201: Resource created
• 400: Invalid request data
• 401: Authentication required or invalid token
• 404: Resource not found
• 500: Server error

Error responses include a detail field explaining what went wrong.