Month: 2025-10 — Key policy engine enhancements and state reforms delivered, with maintainability improvements and a critical bug fix. Highlights include: dynamic policy activation framework for income security package under ECPA interactions; refined ECPA child benefit calculation and eligibility checks; Rhode Island CTC and dependent exemptions reforms; code quality and configuration cleanups for End Child Poverty Act policy; and a bug fix to RI personal exemption phase-out at high incomes.

September 2025 (PolicyEngine/policyengine-us) delivered a major policy modernization with configurable tax rules, reinforced reliability through a system-wide refactor, and expanded testing and state-credits support. Key outcomes include: - Tax Reform and Senior Deduction Updates: introduced configurable payroll tax reform parameter and rewrote core logic to extend senior deduction after 2028, improving policy flexibility and accuracy. - System Overhaul and Refactor: major overhaul of core logic across modules to improve maintainability, testability, and performance. - State credits, ECPA enhancements, and Baby Bonus: preserved state credits, corrected ECPA credits/tests, and introduced a baby bonus feature. - Code quality improvements: linting, Black formatting, and applying code review suggestions to improve consistency and maintainability. - Testing and QA improvements: expanded state integration tests and testing scaffolding, plus key bug fixes to ensure reliability (e.g., Social Security taxation parameter issue and NY CTC parameter freeze handling).

Monthly performance summary for 2025-08 covering PolicyEngine/policyengine-us and PolicyEngine/policyengine-app. Delivered cross-state policy updates for the 2025-2026 cycle, launched income security programs, introduced a Legislation Statute Analyzer Agent, and published public-facing analysis while improving data governance. Achievements also include targeted bug fixes that corrected deduction parameters and veteran cap eligibility, contributing to policy accuracy and maintainability. Overall, these efforts enhanced regulatory compliance, accelerated state-level rollout, and strengthened documentation and testing.

July 2025 monthly summary: Delivered end-to-end updates aligned with the One Big Beautiful Bill Act (OBBB) across the policy stack, improved content quality for stakeholder-facing material, and strengthened data integrity. The work enabled accurate tax parameter forecasting, reduced risk of misstatements, and improved governance through changelogs and tests.

June 2025 (2025-06) delivered essential regulatory updates and a foundational feature set for PolicyEngine/policyengine-us, aligning tax calculations with 2026 rules and enhancing configurability for exemptions. The work improved regulatory compliance, calculation accuracy, and test coverage, enabling reliable 2026 tax computations across multiple jurisdictions and paving the way for future policy changes.

In May 2025, the team delivered comprehensive policy updates and public-facing content across two repositories, with a focus on accuracy, maintainability, and stakeholder value. Deliverables spanned user-facing blog posts for Utah and Montana, multi-state policy analyses, and improvements to policy parameterization and tests/docs. A critical bug fix to Montana uprating logic was completed, with changelog documentation and YAML structure corrections, complemented by lint and documentation improvements to enhance code quality.

April 2025 monthly performance summary for PolicyEngine across policyengine-us and policyengine-app. Delivered extensive multi-state tax updates and uprating, enhanced user-facing Idaho content, and fixed critical tax-rate and uprating issues. Also added tests and updated documentation to improve traceability and maintainability. Business value: improved tax calculation accuracy and regulatory compliance across multiple jurisdictions, accelerated update cycles, and better user experience for policy scenarios and content consumption.

March 2025 performance highlights across PolicyEngine US and App. The team delivered cross-repo feature work, corrected data and parameters, and strengthened code quality. Overall, the month advanced system-wide tax accuracy, maintainability, and content delivery, aligning with regulatory updates and business needs.

February 2025 highlights: Updated 2024 state tax parameters across MA, PA, NC, KS, CO, and DC; standardized credits naming to ma_child_and_family_tax_credit; implemented max_income uprating and senior circuit breaker eligibility; refined exemptions and household credits YAML; resolved a key policy engine data-flow integration bug; improved UI/UX, added AI analysis streaming support, and introduced a NYC CTC cover image asset. These changes improve tax calculation accuracy, maintainability, and user-facing content, delivering clear business value.

January 2025 performance for PolicyEngine-US and PolicyEngine-App focused on delivering data-driven tax policy updates, bug fixes, and content improvements to enhance accuracy, reliability, and stakeholder visibility. Key efforts spanned multi-state tax policy corrections, rate data refreshes, and user-facing documentation, enabled by YAML-driven configuration and cross-repo collaboration across policyengine-us and policyengine-app.

December 2024: Delivered regulatory-aligned updates to DC property tax credit parameters for 2024 in PolicyEngine/policyengine-us, enabling accurate credit calculations and regulatory compliance. The work addressed updated maximum benefits and income thresholds for elderly and non-elderly recipients, reflecting DC regulations for 2024.

November 2024 (PolicyEngine/policyengine-us) focused on maintaining calculation accuracy and stability as tax parameters evolve. The major effort was implementing a critical bug fix to the EITC Phase-Out Bracket for 2025 (joint bonus for childless filers) to reflect the latest parameters, ensuring correct tax credit calculations for the 2025 tax year. The change was validated with targeted unit tests and regression checks to reduce risk for releases.