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.env.example
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93 lines (81 loc) · 3.72 KB
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# =============================================================================
# SENSITIVE TAX INFORMATION
# =============================================================================
# Copy this file to .env and fill in your values.
#
# SECURITY:
# - NEVER commit .env to git (it's in .gitignore)
# - NEVER share this file
# - These values will NOT be sent to the AI - they stay local on your machine
# =============================================================================
# -----------------------------------------------------------------------------
# SOCIAL SECURITY NUMBERS
# -----------------------------------------------------------------------------
# Format: 9 digits, no dashes (e.g., 123456789)
TAXPAYER_SSN="123456789"
SPOUSE_SSN=""
# Dependent SSNs (add more as needed)
DEPENDENT_1_SSN=""
DEPENDENT_2_SSN=""
DEPENDENT_3_SSN=""
DEPENDENT_4_SSN=""
# -----------------------------------------------------------------------------
# BANK ACCOUNT (for direct deposit refund or direct debit payment)
# -----------------------------------------------------------------------------
# Routing: 9 digits (e.g., 021000021)
# Account: Typically 8-17 digits (e.g., 123456789012)
# Type: Either "checking" or "savings"
BANK_ROUTING_NUMBER="021000021"
BANK_ACCOUNT_NUMBER="123456789012"
BANK_ACCOUNT_TYPE="checking"
# Split refund accounts (optional - if splitting refund across multiple accounts)
BANK_2_ROUTING_NUMBER=""
BANK_2_ACCOUNT_NUMBER=""
BANK_2_ACCOUNT_TYPE=""
BANK_3_ROUTING_NUMBER=""
BANK_3_ACCOUNT_NUMBER=""
BANK_3_ACCOUNT_TYPE=""
# -----------------------------------------------------------------------------
# IRS IDENTITY PROTECTION PINs (only if issued by IRS)
# -----------------------------------------------------------------------------
# Format: 6 digits (e.g., 123456)
# Leave blank if you don't have one - most people don't
TAXPAYER_IP_PIN=""
SPOUSE_IP_PIN=""
# -----------------------------------------------------------------------------
# PRIOR YEAR AGI (needed for e-file identity verification)
# -----------------------------------------------------------------------------
# Your 2024 Adjusted Gross Income from line 11 of your 2024 Form 1040
# Format: Whole dollars, no commas or dollar sign (e.g., 75000)
PRIOR_YEAR_AGI="75000"
# =============================================================================
# FORMAT EXAMPLES
# =============================================================================
#
# TAXPAYER_SSN="123456789" ✓ Correct (9 digits, no dashes)
# TAXPAYER_SSN="123-45-6789" ✗ Wrong (no dashes)
# TAXPAYER_SSN=123456789 ✗ Wrong (needs quotes)
#
# BANK_ROUTING_NUMBER="021000021" ✓ Correct (9 digits)
# BANK_ACCOUNT_NUMBER="123456789012" ✓ Correct (your account number)
# BANK_ACCOUNT_TYPE="checking" ✓ Correct (or "savings")
#
# PRIOR_YEAR_AGI="75000" ✓ Correct (whole dollars)
# PRIOR_YEAR_AGI="$75,000" ✗ Wrong (no $ or commas)
# PRIOR_YEAR_AGI="75000.00" ✗ Wrong (no decimals)
#
# =============================================================================
# HOW TO USE
# =============================================================================
#
# 1. Copy this file: cp .env.example .env
# 2. Replace the example values above with your real information
# 3. Run the PDF generator: bun scripts/generate-pdf-packet.ts
# - This reads .env locally and fills PDFs directly
# - The AI never sees your sensitive data
# 4. Review output/tax-return-packet.pdf
# 5. Delete sensitive files when done
#
# The AI uses placeholder references like $TAXPAYER_SSN in output JSON files.
# The PDF generator script resolves these from .env when creating final PDFs.
# =============================================================================