This report details findings and lessons from a project to develop a calculator to help people anticipate how a change in earnings from employment would affect their net income and information on their estimated effective marginal tax rate.
U.S. Department of Health and Human Services (HHS)
This resource provides guidance on streamlining enrollment across public benefit programs to improve efficiency, reduce administrative burdens, and enhance access for eligible individuals and families.
GetYourRefund.org is an online portal by Code for America that helps low-income individuals claim thousands of dollars in tax credits, even after the traditional tax deadline has passed.
MITRE developed the Comprehensive Careers and Supports for Households (CCASH™) tool to help individuals understand and manage federal benefits and employment services, transitioning from a consumer-focused tool to a policy analytics system. By integrating data from sources like the U.S. Census and the Policy Rules Database, MITRE created a model that allows users to analyze and compare benefits eligibility across states, supporting evidence-based policymaking.
This report calculates the cumulative impact of major benefit programs on two types of families and how their benefits change as they move into the labor market and climb the ladder of upward mobility.
This resource allows policymakers, employers, benefits providers, and researchers assess benefits performance for constituents and identify opportunities in market and policy innovation to ensure equitable benefits distribution.
The Urban Institute's report outlines actionable approaches for state governments and organizations to enhance the accessibility and retention of public benefit programs, focusing on service delivery, policy reforms, and technological advancements.
PolicyEngine US is a Python-based microsimulation model of the US tax and benefit system. It models federal individual income taxes (including credits), major benefit programs, and state income taxes (currently in six states). The PolicyEngine US package can be used as a Python package, via the PolicyEngine API, or via the policyengine.org web app.
The NYC Benefits Screening API provides machine-readable calculations and criteria for benefits screening that power the ACCESS NYC screening questionnaire.
The NYC Mayor’s Office for Economic Opportunity (NYC Opportunity) developed the NYC Benefits Platform, including ACCESS NYC, to help residents easily discover and check eligibility for over 80 social programs.
This explores how tax credit systems can be redesigned to better meet the needs of families, especially those facing systemic barriers to filing and receiving benefits.
