Extract data from W-2s, 1099s (NEC, MISC, INT, DIV, B, R, K), 1040s, K-1s, and state tax forms. AI reads any tax document format and outputs clean Excel spreadsheets with structured columns for every field.
No templates required. Works with W-2s, 1099s, 1040s, K-1s, and state tax forms from any source.
Upload PDF tax forms, scanned paper documents, or photos of tax forms. Supports multi-page PDFs with mixed form types — W-2s, 1099s, 1040s, and K-1s in a single file for batch tax season processing.
The AI automatically identifies the tax form type, then extracts every field: W-2 boxes 1-20, 1099 income amounts and payer TINs, 1040 line items, K-1 partner allocations, and state-specific fields. Works with forms from any issuer without pre-configuration.
Export clean Excel files with structured columns for every tax form field. Ready for import into Drake, Lacerte, UltraTax, ProSeries, or any tax preparation software, accounting platform, or custom reporting workflow.
Upload any tax form — W-2, 1099, 1040, K-1, or state form — and get structured Excel data back immediately.
Any tax form type. Every field extracted. Spreadsheet-ready output.
Extracts data from W-2s, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-K, 1040s, Schedule K-1s, and state tax forms. The AI identifies the form type automatically and maps every field to structured spreadsheet columns without templates.
Captures every data point: W-2 boxes 1-20 with employer EIN and employee SSN, 1099 payer TIN and income amounts, 1040 line items and filing status, K-1 partner allocations and basis adjustments. No manual field mapping required.
Upload hundreds of tax documents at once during filing season. The AI processes all pages, separates individual forms (even mixed types in one PDF), extracts every field, and outputs consolidated spreadsheets. Essential for CPA firms and tax preparers handling volume.
Handles low-quality scans, faxed copies, photocopied tax forms, and mobile phone photos. The AI reads tax documents with handwritten corrections, smudged ink, and poor contrast. No pre-processing or image cleanup required.
Export to XLSX, CSV, or Google Sheets. Structured columns for every tax form field with form type identification. Ready for import into Drake, Lacerte, UltraTax, ProSeries, or any accounting platform for tax preparation and compliance workflows.
SOC 2 Type 2 certified and HIPAA compliant. AES-256 encryption at rest, TLS 1.2+ in transit. SSN and TIN masking in output. Automatic 24-hour document deletion. Tax data never used for AI training. Built for handling the most sensitive financial documents.
“During tax season we process W-2s, 1099s, and K-1s for over 300 clients. Manually keying in data from each form was consuming weeks of staff time. Now we upload everything and get a master spreadsheet in minutes. It cut our document processing time by 90%.”
“Our accounting department receives 1099s from dozens of brokerages and financial institutions in different formats. The AI reads every 1099 variant — NEC, MISC, INT, DIV, B — and gives us clean spreadsheet columns. Saved us two full weeks of data entry during Q1.”
“We manage tax preparation for 20 client companies. Each sends us stacks of W-2s, 1099s, and state forms in different formats. Reconciling all that data used to take our team three weeks. Now we batch upload everything and get consolidated spreadsheets same day.”
“We process tax documents for 800 clients across 5 offices every filing season. Manually entering data from W-2s, 1099s, K-1s, and state forms into our tax software used to take our staff 4 full weeks. With AI extraction, the same work takes under two days.”
CPA firms and tax preparation offices have reduced tax document processing time by 95% after switching to AI-powered extraction during tax season.
Tax documents are the foundation of every filing season in the United States. Between January and April, CPA firms, tax preparers, and accounting departments process thousands of tax forms — W-2s from employers, 1099s from financial institutions and clients, 1040s for individual returns, K-1s from partnerships and S-corporations, and state-specific tax forms from every jurisdiction where clients have filing obligations. The data locked inside these documents needs to be in spreadsheet format for reconciliation, preparation, and compliance reporting. But tax forms arrive as PDFs, scans, photos, and paper — and no single issuer formats them the same way.
The challenge is both volume and variety. A mid-size CPA firm preparing returns for 300 clients may handle dozens of different tax form types from hundreds of issuers. Each W-2 contains over 20 data fields. Each 1099 variant has its own structure: 1099-NEC reports nonemployee compensation, 1099-MISC covers rents and royalties, 1099-INT reports interest income, 1099-DIV reports dividends and capital gains distributions, 1099-B details brokerage proceeds with cost basis, 1099-R reports retirement distributions with distribution codes, and 1099-K reports payment card transactions. A single client may receive 10 or more tax documents from different sources. Manually keying this data into tax preparation software is slow, error-prone, and does not scale during the busiest months of the year.
AI-powered tax document OCR eliminates this bottleneck. The technology reads tax forms in any format — digital PDFs from the IRS, scanned paper forms from clients, photographed documents from mobile phones — and identifies every field based on the form type. Unlike template-based extraction that requires per-form configuration, AI extraction recognizes the form layout, adapts to formatting differences between issuers, and handles even handwritten corrections or low-quality scans. A batch of mixed tax documents — W-2s, 1099s, K-1s, and state forms — can be uploaded as a single multi-page PDF, and the AI separates, classifies, and extracts data from each form automatically.
For CPA firms, tax document OCR transforms the most labor-intensive phase of filing season. Instead of staff spending weeks transcribing tax form data into Drake, Lacerte, UltraTax, or ProSeries, the extracted spreadsheet data feeds directly into preparation workflows. For accounting departments, structured tax data enables compliance reporting, multi-entity reconciliation, and audit trail documentation. For tax preparers managing high-volume practices, batch processing during January through April becomes manageable even with limited staff.
Security is paramount when processing tax documents. These forms contain Social Security numbers, Taxpayer Identification Numbers, income amounts, account numbers, and other highly sensitive PII. Enterprise-grade tax document OCR processes files with AES-256 encryption, automatically deletes documents within 24 hours, and never uses client data for AI model training — meeting the security expectations of firms handling taxpayer information under IRS data protection requirements.
For a comprehensive guide to the technology behind document-to-spreadsheet conversion, read what OCR data extraction is and how it works.
Audited security controls verified over a sustained period for handling tax documents containing SSNs, TINs, and income data.
BAA available for organizations processing tax documents containing protected health information and taxpayer PII.
Bank-grade encryption at rest for all tax documents. TLS 1.2+ in transit. SSN and TIN data encrypted separately with additional safeguards.
Tax document data, Social Security numbers, TINs, and income information are never used to train or improve AI models.
Tax documents automatically deleted within 24 hours of processing. No permanent storage of tax forms, SSNs, or TINs.
All access requires verified accounts with role-based permissions and audit logs for tax data handling compliance.
Yes. The free tier allows you to convert up to 50 pages of tax documents per month. This covers small CPA firms or solo tax preparers processing W-2s, 1099s, and other forms for a handful of clients. For higher volume needs during tax season — such as batch processing or multi-client reconciliation — upgrade to the Standard plan at $29/month for 100 pages.
The AI extracts structured data from all major IRS tax forms: W-2 (wage and tax statements), 1099-NEC (nonemployee compensation), 1099-MISC (miscellaneous income), 1099-INT (interest income), 1099-DIV (dividends), 1099-B (broker proceeds), 1099-R (retirement distributions), 1099-K (payment card transactions), 1040 (individual income tax return), Schedule K-1 (partner/shareholder income), and state tax forms. Each form type's fields are mapped to structured spreadsheet columns.
Yes. The AI processes PDF tax forms, scanned paper documents, photocopied tax forms, and mobile phone photos. It handles low-quality scans, faxed copies, and forms with handwritten corrections. Works with tax documents from any source — IRS downloads, employer-issued forms, brokerage statements, and state tax agency forms.
Yes. Upload hundreds of tax documents as multi-page PDFs or multiple files at once. The AI processes all pages, identifies individual tax forms within the batch (even mixed form types like W-2s and 1099s in the same PDF), extracts all fields for each form, and outputs a consolidated spreadsheet. Essential for CPA firms, tax preparers, and accounting departments during January through April.
Yes. Tax documents contain highly sensitive PII including Social Security numbers, TINs, and income amounts. All documents are processed with AES-256 encryption and automatically deleted within 24 hours. Processing happens in SOC 2 Type 2 compliant data centers. HIPAA-compliant processing is available. SSNs and TINs can be masked in output. Tax data is never used to train AI models.
Tax document data exports to XLSX (Excel), CSV, and Google Sheets. Each tax form field maps to a structured column — W-2 boxes 1-20, 1099 income amounts and payer details, 1040 line items, and K-1 partner allocations. The output is ready for import into tax preparation software like Drake, Lacerte, UltraTax, and ProSeries, as well as accounting platforms and custom reporting workflows.
Yes. Upload a mix of W-2s, 1099s, 1040s, K-1s, and state tax forms, and the AI consolidates all data into a single Excel file with standardized columns per form type. Each document becomes a row with consistent fields regardless of the original form layout — essential for tax preparers managing clients with income from multiple sources and CPA firms during tax season reconciliation.
Start free with 50 pages. Upgrade when you're ready.
50 free pages. All features included. No credit card required.