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Local engines for ATO benchmarks, Payday Super and Division 7A loans, served by the aus-accounting-mcp server. Synthetic data only.

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AU Accounting. ATO benchmarks, Payday Super and Div 7A, run locally. Pixel art of an abacus beside the AU Accounting wordmark in slab-serif block letters.

Nine engines (8 in Rust, 1 in Python) that apply Australian tax and payroll rules to figures you supply, plus Aus Accounting MCP, a local Model Context Protocol server that gives an AI assistant the published Python releases of 6 of them; it loads none of the Rust crates yet. It serves Australian accountants and bookkeepers, and the developers who build tooling for them.

claude mcp add --scope user aus-accounting -- uvx --from 'aus-accounting-mcp==0.7.1' aus-accounting-mcp

That connects Claude Code; it needs Python 3.14+ and uv, and no API key. Other clients.

Each tool returns a calculation, the facts it used and the matters it refuses to decide. The engines and the MCP server run locally: they read files you point them at, contact no service, write to no ledger and lodge nothing. Two boundaries sit outside that: an MCP host sends every tool argument and result to its model provider, and the optional LodgeiT adapter below makes bounded HTTP calls only when you enable it.

Missing facts stay unknown: a Payday Super row with a fund-receipt date but no matched_amount or remitted_amount evidences when the fund received something, not how much, so the checker leaves it UNKNOWN rather than ON_TIME and names the amount it needs (from payday-super-checker 0.1.7; 0.1.6 and earlier read that receipt as covering the whole SG amount and say so in a caveat). Supply the amount the fund received with every receipt date. A person reviews every output before it is relied on.

Start here: what each component is · MCP client setup · tool reference · scope, limits and examples

Ryan Duguid is not a registered tax agent or BAS agent. Project support is limited to software issues reproduced with fabricated data. Do not send taxpayer information or request advice, return preparation, tax-treatment confirmation or lodgement.

Try one contribution

Synthetic examples. Accounting decisions stay with the reviewer.

Input: $120 super contribution for payday 6 August 2026, remitted 14 August, with no fund receipt evidence as at 20 August.

With uv installed, download the synthetic CSV as timely_remittance_no_receipt.csv. Open a terminal in that folder and run:

uvx --from payday-super-checker==0.2.3 payday-super-check timely_remittance_no_receipt.csv --as-at 2026-08-20 --confirm-remittance-only -o payday-report.csv

This downloads the pinned PyPI package without cloning the repository. It writes payday-report.csv in the current folder, replacing that file if it exists. Open the report to see the due date and verdict.

The confirmation acknowledges the missing receipt; it does not establish payment. Omit --confirm-remittance-only to see the same AT_RISK result with exit 2, which asks you to resolve or acknowledge that evidence gap.

Output: AT_RISK, due 17 August 2026; exit 0 acknowledges the remittance-only evidence, without proving timely receipt.

Evidence Result Human decision
Remitted before the deadline; receipt missing AT_RISK Obtain fund receipt evidence before concluding it was on time.
Fund receipt recorded on 17 August for the full $120 contribution ON_TIME on supplied facts Confirm the evidence and any applicable timing exception.

Read the 5-minute Payday Super case · Division 7A repayment case · MCP setup

The recorded public evaluation uses release 0.1.3. Follow its fixed revision and commands to reproduce that historical run; the quick trial above uses release 0.2.3, which, like every release from 0.1.7, requires an evidenced amount alongside a fund-receipt date.

Choose the next example

Your task Start here
BAS pack review Two synthetic packs with expected findings
Xero Activity Statement transaction GST review BAS workflow and transaction procedure
Month-end close Balanced trial balance with unresolved exceptions
GST planning Browser planning calculators
Division 7A Repayment assertions and the review boundary
Other engines and agent workflows Examples and reproduction routes

For transaction GST coding, load the linked bas-preparation skill and its bundled transaction reference. They require row coverage and separate evidence for supply treatment, buyer credits and BAS attribution. Aus Accounting MCP does not provide a transaction GST classifier; its calculations or a control-account tie-out cannot establish correct tax coding. Missing facts remain unresolved for the authorised reviewer. The walkthrough explains instruction-file delivery to Codex, ChatGPT and Copilot without claiming equivalent tested behaviour.

Use Aus Accounting MCP

For the MCP server, install Python 3.14+ and uv, then configure your MCP client to run:

uvx aus-accounting-mcp

This starts a local stdio server; it waits for an MCP client rather than opening a web page. It requires no API key. Package installation downloads dependencies; the tools then use bundled data without network requests or record writes. The MCP host you connect it to is a separate boundary: it sends every tool argument and result to its model provider, so use fabricated data with a hosted model.

uvx keeps using the version it first downloaded, so a new release does not reach you on its own. To move to a release, name it in your client configuration, for example aus-accounting-mcp==<version> from PyPI; uvx downloads it, and later launches reuse the cached copy without a download until the uv cache is cleaned.

Static terminal demonstration of synthetic BAS output and Division 7A loan review

Once it is connected, ask your assistant in plain English. Each of these fabricated requests resolves to one tool call:

Ask Tool
'Compare a hairdresser with $180,000 sales, no other income, $60,000 wages, $30,000 rent and $40,000 other expenses to the ATO benchmarks.' get_ato_benchmarks
'Super for a 6 August 2026 payday was $120 and was sent on 14 August. As at 20 August, is it on time?' calc_payday_super_deadline
'What is the Division 7A benchmark interest rate for 2026-27?' get_div7a_benchmark_rate
'An employee who gave a TFN and claims the tax-free threshold (scale 2) is paid a regular $1,000 weekly wage in 2026-27, with no offsets, loans, bonuses or other adjustments. How much PAYG should be withheld?' calculate_tax_worksheet

Client setup and examples · Tool reference · PyPI · Glama listing

The tools list ATO benchmark industries, compare supplied expense buckets, review Payday Super timing, look up reviewed Division 7A rates, review an operator-supplied Division 7A loan, refuse unsupported Division 7A matters and generate synthetic CTR/BAS fixtures. They also assess related Payday contributions, build a Payday Super evidence pack, calculate 14 bounded tax and super worksheets, review GST coding, reconcile BAS figures with the ledger, list lodgment due dates, test ABN and ACN check digits, report data freshness and retrieve cited excerpts from a local Markdown library, legislation corpus or ATO rulings corpus. Division 7A review is limited to the delegated engine's s 109N/s 109E scope; it does not form amalgamated loans or classify repayments under s 109R. Outputs are review aids, not advice or lodgements.

For an editable source installation, run pip install -e . from apps/aus-accounting-mcp/. The repository root is not an installable Python package.

Components

Path Distribution Import package Commands
packages/australian-tax-calculators/ australian-tax-calculators (Rust) none australian-tax-calculators (JSON stdin worksheets)
apps/aus-accounting-mcp/ aus-accounting-mcp aus_accounting_mcp aus-accounting-mcp, aus-accounting-mcp-demo
packages/ato-benchmark-compare/ ato-benchmark-compare (Rust) none ato-benchmark-compare
packages/payday-super-checker/ payday-super-checker (Rust) none payday-super-check
packages/div7a-loan-review/ div7a-loan-review (Rust) none div7a-loan-review
packages/the-exchequer-tally/ the-exchequer-tally (Rust) none the-exchequer-tally
packages/solomons-sword/ solomons-sword (Rust) none solomons-sword
packages/the-wip-tally/ the-wip-tally (Rust) none wip-tally
apps/au-accounting/ au-accounting (Rust) none au-accounting, one subcommand per Rust engine
packages/gst-review/ gst-review (Rust) none gst-review: GST coding states against registration and BAS-to-ledger reconciliation
packages/lodgment-calendar/ lodgment-calendar lodgmentcalendar Python function: ATO lodgment program due dates for BAS, IAS, income tax and FBT returns, UNKNOWN where a fact is missing
apps/lodgeit-calculator-adapter/ lodgeit-calculator-adapter (Rust, not released) none lodgeit-adapter: optional adapter for a third-party calculator service; off by default, makes HTTP calls only when enabled (LODGEIT_ADAPTER_ENABLED=1 or --enable-network)
packages/au-tax-rates-data/ au-tax-rates-data (Rust, never released) none rates validate, snapshot, check and ato-tables: ATO rates and thresholds with verbatim source quotes, validated offline

IMPORTS.md records the source repository, commit and tree of every imported component. The MCP application is the io.github.ryanduguid/aus-accounting MCP Registry server; it depends on the published ato-benchmark-compare, payday-super-checker, div7a-loan-review, australian-tax-calculators, gst-review and lodgment-calendar distributions. In the development workspace, uv takes gst-review 0.1.0, australian-tax-calculators 0.2.0, div7a-loan-review 0.3.2, ato-benchmark-compare 0.2.2 and payday-super-checker 0.2.3, the last Python releases, from PyPI.

The uv workspace develops lodgment-calendar and the MCP application; the MCP server uses none of the Rust crates yet.

Rust engine installation, component development, boundaries and releases

Development home for the Aus Accounting MCP application and 9 Australian accounting engines. Each component keeps its own distribution name, version, lockfile, tests, release notes, commands and licence. There is no root distribution, shared runtime library or combined version.

Install the Rust engines

The 8 Rust engines are unreleased standalone binaries. With Rust 1.99 or later, install au-accounting, one command with a subcommand per engine (benchmarks, div7a, exchequer, payday-super, gst-review, solomons, tax and wip):

cargo install --locked --git https://github.com/ryanduguid/australian-accounting au-accounting

au-accounting div7a --help then shows that engine's own commands; see its README. To install one engine's own command instead, name its crate from the table above, for example:

cargo install --locked --git https://github.com/ryanduguid/australian-accounting div7a-loan-review

au-accounting gst-review review-coding and reconcile-bas read JSON on stdin; see the GST Review schemas.

Prebuilt binaries are not published yet, so install from source as above. Release Policy's release-binary.yml now publishes Windows and Linux executables to GitHub Releases, without crates.io, but no crate here has adopted it.

Working in a component

Change into the component directory and use the commands its own README.md, AGENTS.md or CONTRIBUTING.md documents. The root CONTRIBUTING.md routes the common commands and names the root workflow that runs them.

To skip local setup, open the repository in GitHub Codespaces. The devcontainer installs uv and runs uv sync --locked, so the fabricated examples above run as written. Codespaces usage counts against your own GitHub quota.

The Codecov badge reports the Python components only. Each Rust crate's line coverage is held to a floor in CI, from .github/ci/rust_coverage_floors.json.

Boundaries

  • The MCP application depends on engines only through their published distributions.
  • Engines never import aus_accounting_mcp or another engine, and no production module uses a relative import that leaves its package; tests/test_boundaries.py proves both.
  • Only the workflows under the root .github/workflows/ are active; component directories carry none.
  • No client data, credentials or generated client reports enter this repository.

Releases

aus-accounting-mcp and lodgment-calendar are each released on a namespaced tag <component>/vX.Y.Z by their own root workflow .github/workflows/release-<component>.yml, which calls the pinned Release Policy reusable workflow for that component directory only. The 8 Rust engines have reserved tags and no publisher yet. CONTRIBUTING.md has the table. The rates dataset in packages/au-tax-rates-data/ is never released. To check a downloaded release's checksum and SLSA provenance, follow Verify a release.

Licence

Each component's LICENSE applies to that component, and packages/ato-benchmark-compare/NOTICE and packages/au-tax-rates-data/NOTICE cover their ATO material. Outputs are review aids, not advice.


Solomon Grundy, born on a Monday, reconciled by Sunday.
Made in Newcastle, Australia by Ryan Duguid.

About

Local engines for ATO benchmarks, Payday Super and Division 7A loans, served by the aus-accounting-mcp server. Synthetic data only.

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