Getting started with Tax Code "Rule-as-Code" Engine

The Tax Code Rule-as-Code Engine lets tax law specialists write rules in a structured, readable format that is tied clause by clause to the statute, regulation or guidance it implements. Each rule is tested against worked examples, reviewed by counsel and released as a versioned, machine-readable package that downstream processing systems consume. The link from legal text to running logic stays visible for every version, so reviewers can see what changed and why.

What it is for

When tax law changes, policy specialists describe the change in documents, developers interpret those documents into code in several processing systems, and testers try to confirm the result matches the law. Each hand-off is a chance for the meaning to drift. The same rule can be implemented differently in different systems, effective dates are tracked separately from the logic, and when a question arises about why a calculation behaves as it does, tracing it back to the legal text means reading code and old requirement documents side by side.

• Legal text is re-interpreted by hand at each hand-off from policy to code
• The same provision can be implemented differently in different systems
• Effective dates and transition rules are tracked separately from the logic
• Tracing a calculation back to the clause that requires it is slow and uncertain

Who uses it

• Tax administration agencies implementing changes to tax law and guidance
• Tax law specialists and policy analysts who interpret new provisions
• Counsel who review the legal reading of each rule
• Engineering teams who maintain tax processing and forms systems
• Testing, audit and oversight staff who need to trace logic to law

Before you start

• Your organization licenses Tax Code "Rule-as-Code" Engine from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Tax Code "Rule-as-Code" Engine in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Tax Code "Rule-as-Code" Engine from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Tax Code "Rule-as-Code" Engine before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Tax Code "Rule-as-Code" Engine
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com