The quarterly update for 3/31/2016 is a targeted update with specific calculation changes affecting only the Tax calculators. The changes affect the functionality of the calculations, updating them to 2016 rules and regulations.
All maintenance releases are cumulative, so if you apply this update, you will have all previous calculator updates as well. For your reference you can view the previous update notes here: 12/31/2015 Update.
For more detailed information please see our frequently asked questions: FAQ
V3 calculators use JavaScript, HTML5 and CSS to display and run the calculators. There is no longer a requirement for the Java-Plugin. Upgrading to the V3 calculators has been made as easy as possible. All HTML pages retain their original name and extension to prevent broken links.
The V3 upgrade is a complete replacement of all underlying code. In addition, the minimum browser requirement for V3 is IE7. If you recieved a download notice, it will clearly state your current calculator version.
As of 12/31/2014 the V2 calculators that use Java Applets are no longer be supported or updated. These calculators will continue to work as is, but updates have stopped for all V2 calculators unless special arrangements have been made for custom work. Please contact us for upgrade pricing.
If you wish to upgrade to V3 please email use us at:
For more detailed information please see our frequently asked questions: FAQ
- Download the latest update package for your calculators from your download site, found on your update e-mail notice.
- Execute the KJEUpdate.exe file from your download. This is a self-extracting zip file. (Or unzip the KJEUpdate.zip file if you are using a non-windows platform.) If you see a warning message, you can safely continue. When prompted for a directory, you may use the default or enter your own. It is recommended that you extract the update to a new directory and then move the required files to your production or staging environment. One directory will be created with no subdirectories.
- Replace all files provided in update package. The update package includes all JS files and CSS files that are required to update the content of your calculators. IMPORTANT! The update package does not contain any HTML files or the KJESiteSpecific.js or KJESiteSpecific.css files. These files are not required for an upgrade, and replacing them may result in overwriting custom changes for your website installation. If you use the full installation package and have changed the file KJESiteSpecific.js or KJESiteSpecific.css files do not replace them.
When you test the new version of the calculators, make sure that the browser you are using uses the new files instead of any it may have in its cache. You may need to clear the browser's cache manually to ensure the new versions are loaded.
Please note, if you have a Servlet or other custom deployment, installation instructions for your package will found on your download page or provided separately.
If you wish to upgrade to V3 please email use us at:
The V3 (HTML5/JavaScript) calculators do not require any edits or modifications to HTML pages, all changes are encapsulated within the JS files provided.
- 1040 Tax Estimator: (Tax1040.html) has been updated for new rates and schedules for 2016. This includes changes to the definitions, and the calculation modules. It is possible that additional changes to the tax rates and rules will take place before the end of 2016. This update uses the current tax law for its estimates (and does not attempt to determine new or changed law not yet in effect).
| 10% | $0 - $18,550 | $0 - $9,275 | $0 - $13,250 | $0 - $9,275 |
| 15% | $18,550 - $75,300 | $9,275 - $37,650 | $13,250 - $50,400 | $9,275 - $37,650 |
| 25% | $75,300 - $151,900 | $37,650 - $91,150 | $50,400 - $130,150 | $37,650 - $75,950 |
| 28% | $151,900 - $231,450 | $91,150 - $190,150 | $130,150 - $210,800 | $75,950 - $115,725 |
| 33% | $231,450 -$413,350 | $190,150 - $413,350 | $210,800 - $413,350 | $115,725 - $206,675 |
| 35% | $413,350 -$466,950 | $413,350 - $415,050 | $413,350 - $441,000 | $206,675 - $233,475 |
| 39.6% | Over$466,950 | Over$415,050 | Over$441,000 | Over$233,475 |
- 1040EZ Tax Estimator: (Tax1040EZ.html) has been updated for new rates and schedules for 2016. This includes changes to the definitions, and the calculation modules. Please note that no new entry or output fields were required, but the tax tables and many of the tax computations were affected. This update uses the current tax law for its estimates (and does not attempt to determine new or changed law not yet in effect).
- Marginal Tax Estimator: (TaxMargin.html, SPTaxMargin.html) has been updated for new rates and schedules for 2016. This includes changes to the definitions, and the calculation modules. Please note that no new entry or output fields were required, but the tax tables and many of the tax computations were affected. This update uses the current tax law for its estimates (and does not attempt to determine new or changed law not yet in effect).
- Self Employment Tax Calculator: (TaxSelfEmployment.html) has been updated for new rates and schedules for 2016. This includes changes to the definitions, and the java calculation modules. Please note that no new entry or output fields were required, but the tax tables and many of the tax computations were affected. This update uses the current tax law for its estimates (and does not attempt to determine new or changed law not yet in effect).
- Earned Income Tax Credit Calculator: (EarnedIncomeCredit.html) has been updated for new rates and schedules for 2016. This includes changes to the definitions, and the java calculation modules. Please note that no new entry or output fields were required, but the tax tables and many of the tax computations were affected. This update uses the current tax law for its estimates (and does not attempt to determine new or changed law not yet in effect).
- Charitable Tax Savings Calculator: (CharitableTax.html) has been updated for new rates and schedules for 2016. This includes changes to the definitions, and the java calculation modules. Please note that no new entry or output fields were required, but the tax tables and many of the tax computations were affected. This update uses the current tax law for its estimates (and does not attempt to determine new or changed law not yet in effect).
- 72(t) Calculator: Early withdrawals from retirement accounts (Retire72T.html, Retire72T2.html), 72(t) Distributions: Impact on retirement fund balances (Retire72TAlt.html): The Federal Mid-Term rate has been updated for April 2016. This change affects the calculators default values and the definition of Reasonable Interest Rate For April 2016. For April 2016, 120% of the Federal Mid-Term rate has changed to 1.74%.
- Spanish Calculators: Updates to Spanish calculator definitions and text for minor typographical errors are included in this update.
- ADA and Screen Readers: Updates to improve ADA and screen reader functionality are included in this update.
