Pascaline

Accuracy registry

Verification & the open eval suite

Language models can't do deterministic financial math. This is the open benchmark that measures it — and the registry of exactly what Pascaline has verified.

The open eval benchmark

The Pascaline Deterministic Tax Eval Suite is a public set of defining U.S. tax, estate, and benefit scenarios — each paired with its correct, statute-cited answer, produced by the same pure engine Pascaline serves. Run it against any calculation tool or language model to measure real accuracy on the cases that matter: the cliffs, phase-outs, and edge cases that are easy to get plausibly — and expensively — wrong.

  • Download: eval-suite.json — 12 cases, CC‑BY‑4.0.
  • Run it against the live API, or any endpoint that returns the same { "result": … } shape:
npx tsx scripts/evals/run.ts --base https://pascaline.io
# → 12/12 passed (100%).  Point --base at any tool or model proxy to compare.

Each case is a POST to its endpoint with a JSON request; the target's result is compared field-by-field to the cited ground truth. Pascaline scores 100% by construction — the informative number is how a general model scores on the same suite.

Covered scenarios

Defining scenarios in the eval suite
ScenarioAPIWhy it's hardCites
Massachusetts full cliff — $12M estatestate-estate-taxMA taxes the ENTIRE estate once it exceeds the threshold, not just the excess. The single most common six-figure error in estate-tax tools.1
Oregon cliff — $1.1M estatestate-estate-taxOregon's $1M threshold is a cliff in Pascaline's model; the tax on a $1.1M estate is far larger than a naive 'tax the excess' calculation.1
New York 105% cliff — $8M estatestate-estate-taxNY phases out the exemption between 100% and 105% of the threshold; above 105% the whole estate is taxed. A 3-zone cliff almost no tool models.1
Zeroed-out GRAT — $2M, 5yr, §7520 4.6%grat-grutThe GRAT annuity that produces a ~$0 taxable gift depends on the §7520 rate and the Rev. Proc. 2019-44 annuity factor. Rate pinned to the spec's worked example.3
CLAT charitable deduction — $1M, 10yrgrat-grutThe charitable deduction is the annuity times the term-certain factor at the §7520 rate; remainder passes to heirs.3
Non-spouse 10-year rule with RMDsinherited-ira-rmdA non-spouse beneficiary of a decedent who had reached their required beginning date must take annual RMDs AND empty the account by year 10 (SECURE Act).2
ISO exercise-and-hold AMTiso-amtExercising 50,000 ISOs at $1 with an $8 FMV creates a $350k AMT preference item; the tentative minimum tax vs regular tax delta is the AMT owed.4
PTET SALT-cap workaround — CA S-corpptet-saltA pass-through entity tax election converts non-deductible personal SALT into a deductible entity expense; the net federal benefit accounts for the QBI interaction.3
§199A QBI with W-2/UBIA limits — MFJ $600kqbi-199aAbove the MFJ threshold the deduction is capped by the greater of 50% of W-2 wages or 25% of wages plus 2.5% of qualified property, computed per business.2
§1202 QSBS gain-exclusion eligibilityqsbsExclusion depends on original-issue C-corp stock, the $50M gross-assets test at issuance, an active qualified trade, and the holding period.2
Social Security PIA at full retirement agess-piaThe primary insurance amount applies the bend-point formula to 35 years of wage-indexed earnings; claiming age then adjusts the benefit.5
SSDI benefit with workers'-comp offsetssdiSSDI plus workers' compensation cannot exceed 80% of average current earnings; the excess reduces the SSDI benefit (the reverse-offset states differ).8

A flagship seed across the estate, premium, and retirement suites; it extends to all 32 APIs as scenarios are added.

Accuracy registry — all 32 APIs

Every API, its primary route, and its current verification tier. See how we verify for the beta→verified process — a number reaches verified only once a human confirms its defining scenarios against primary sources.

Verification registry
APISuiteRouteTier
State Estate & Inheritance TaxEstate Planning Suite/estate/calculate-state-taxbeta
Federal Estate Tax & PortabilityEstate Planning Suite/estate/calculate-federal-taxbeta
Inherited IRA RMD ScheduleEstate Planning Suite/inherited-ira/schedulebeta
Gift Tax Annual Exclusion OptimizerEstate Planning Suite/gift-tax/optimize-annual-giftsbeta
GRAT / CLAT / SLAT Trust CalculatorEstate Planning Suite/estate/calculate-gratbeta
QTIP / QDOT Marital Trust OptimizerEstate Planning Suite/estate/optimize-qtip-electionbeta
Social Security Filing StrategyPremium Tax Suite/ss/optimize-filing-strategybeta
Social Security PIA EstimatorPremium Tax Suite/social-security/estimatebeta
ISO Exercise AMT CalculatorPremium Tax Suite/equity/calculate-taxbeta
QSBS §1202 ExclusionPremium Tax Suite/qsbs/checkbeta
PTET / SALT Cap OptimizerPremium Tax Suite/ptet/calculate-benefitbeta
§199A QBI DeductionPremium Tax Suite/qbi/calculate-deductionbeta
Foreign Tax Credit LimitationPremium Tax Suite/international/calculate-ftcbeta
R&D Tax Credit (§41)Premium Tax Suite/tax-credit/calculate-rd-creditbeta
Form 8606 / Backdoor RothRetirement & International Suite/ira/form-8606beta
Pension Lump Sum vs AnnuityRetirement & International Suite/pension/lump-sum-comparisonbeta
SSDI Benefit EstimatorRetirement & International Suite/ssdi/estimate-benefitbeta
CPP + OAS (Canada)Retirement & International Suite/canada/retirement-benefitbeta
Australian SuperannuationRetirement & International Suite/australia/superannuation/contributionsbeta
ADA Compliance RequirementsCompliance & Data Suite/ada/requirementsbeta
Child Support CalculationCompliance & Data Suite/child-support/calculatebeta
Multi-State Employment LawCompliance & Data Suite/employment-law/lookupbeta
FAFSA Student Aid IndexCompliance & Data Suite/fafsa/saibeta
Immigration Points & EligibilityCompliance & Data Suite/immigration/calculatebeta
Professional Credential VerificationCompliance & Data Suite/credentials/verifybeta
FDA Enforcement & Warning LettersCompliance & Data Suite/fda/enforcement/searchbeta
SaaS Terms of Service ComplianceCompliance & Data Suite/tos/check-compliancebeta
Supplier Diversity CertificationCompliance & Data Suite/supplier-diversity/certificationsbeta
Platform Content Policy ComplianceCompliance & Data Suite/content-policy/checkbeta
Flight Delay CompensationCompliance & Data Suite/flight/check-compensationbeta
Patent Expiration & MaintenanceCompliance & Data Suite/patent/statusbeta
Generic Drug Entry DateCompliance & Data Suite/pharma/generic-entrybeta