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Document Intelligence US tax document models

Important

  • Document Intelligence public preview releases provide early access to features that are in active development. Features, approaches, and processes may change, prior to General Availability (GA), based on user feedback.
  • The public preview version of Document Intelligence client libraries default to REST API version 2024-07-31-preview.
  • Public preview version 2024-07-31-preview is currently only available in the following Azure regions. Note that the custom generative (document field extraction) model in AI Studio is only available in North Central US region:
    • East US
    • West US2
    • West Europe
    • North Central US

This content applies to: checkmark v4.0 (preview) | Previous versions: blue-checkmark v3.1 (GA)

This content applies to: checkmark v3.1 (GA) | Latest version: purple-checkmark v4.0 (preview)

The Document Intelligence contract model uses powerful Optical Character Recognition (OCR) capabilities to analyze and extract key fields and line items from a select group of tax documents. Tax documents can be of various formats and quality including phone-captured images, scanned documents, and digital PDFs. The API analyzes document text; extracts key information such as customer name, billing address, due date, and amount due; and returns a structured JSON data representation. The model currently supports certain English tax document formats.

Supported tax form types:

  • Unified tax US
  • W-2
  • 1098
  • 1098-E
  • 1098-T
  • 1099 and variations (A, B, C, CAP, Combo, DIV, G, H, INT, K, LS, LTC, MISC, NEC, OID, PATR, Q, QA, R, S, SA, SB​)
  • 1040 and variations (Schedule 1, Schedule 2, Schedule 3, Schedule 8812, Schedule A, Schedule B, Schedule C, Schedule D, Schedule E, Schedule EIC, Schedule F, Schedule H, Schedule J, Schedule R, Schedule SE, and Schedule Senior)

Automated tax document processing

Automated tax document processing is the process of extracting key fields from tax documents. Historically, tax documents were processed manually. This model allows for the easy automation of tax scenarios.

Unified Tax US

This preview introduces the Unified US Tax prebuilt model, which automatically detects and extracts data from W2, 1098, 1040, and 1099 tax forms in submitted documents. These documents can be composed of many tax or non-tax-related documents. The model only processes the forms it supports.

Screenshot of a Unified Tax processing diagram.

Development options

Document Intelligence v4.0 (2024-07-31-preview) supports the following tools, applications, and libraries:

Feature Resources Model ID
US tax form models Document Intelligence Studio
REST API
C# SDK
Python SDK
Java SDK
JavaScript SDK
• prebuilt-tax.us
• prebuilt-tax.us.W-2
• prebuilt-tax.us.1098
• prebuilt-tax.us.1098E
• prebuilt-tax.us.1098T
• prebuilt-tax.us.1099A
• prebuilt-tax.us.1099B
• prebuilt-tax.us.1099C
• prebuilt-tax.us.1099CAP
• prebuilt-tax.us.1099Combo
• prebuilt-tax.us.1099DIV
• prebuilt-tax.us.1099G
• prebuilt-tax.us.1099H
• prebuilt-tax.us.1099INT
• prebuilt-tax.us.1099K
• prebuilt-tax.us.1099LS
• prebuilt-tax.us.1099LTC
• prebuilt-tax.us.1099MISC
• prebuilt-tax.us.1099NEC
• prebuilt-tax.us.1099OID
• prebuilt-tax.us.1099PATR
• prebuilt-tax.us.1099Q
• prebuilt-tax.us.1099QA
• prebuilt-tax.us.1099R
• prebuilt-tax.us.1099S
• prebuilt-tax.us.1099SA
• prebuilt-tax.us.1099SB
• prebuilt-tax.us.1040
• prebuilt-tax.us.1040Schedule1
• prebuilt-tax.us.1040Schedule2
• prebuilt-tax.us.1040Schedule3
• prebuilt-tax.us.1040Schedule8812
• prebuilt-tax.us.1040ScheduleA
• prebuilt-tax.us.1040ScheduleB
• prebuilt-tax.us.1040ScheduleC
• prebuilt-tax.us.1040ScheduleD
• prebuilt-tax.us.1040ScheduleE
• prebuilt-tax.us.1040ScheduleEIC
• prebuilt-tax.us.1040ScheduleF
• prebuilt-tax.us.1040ScheduleH
• prebuilt-tax.us.1040ScheduleJ
• prebuilt-tax.us.1040ScheduleR
• prebuilt-tax.us.1040ScheduleSE
• prebuilt-tax.us.1040Senior

Document Intelligence v3.1 supports the following tools, applications, and libraries:

Feature Resources Model ID
US tax form models Document Intelligence Studio
REST API
C# SDK
Python SDK
Java SDK
JavaScript SDK
• prebuilt-tax.us.W-2
• prebuilt-tax.us.1098
• prebuilt-tax.us.1098E
• prebuilt-tax.us.1098T

Document Intelligence v3.0 supports the following tools, applications, and libraries:

Feature Resources Model ID
US tax form models Document Intelligence Studio
REST API
C# SDK
Python SDK
Java SDK
JavaScript SDK
• prebuilt-tax.us.W-2
• prebuilt-tax.us.1098
• prebuilt-tax.us.1098E
• prebuilt-tax.us.1098T

Input requirements

  • Supported file formats:

    Model PDF Image:
    JPEG/JPG, PNG, BMP, TIFF, HEIF
    Microsoft Office:
    Word (DOCX), Excel (XLSX), PowerPoint (PPTX), HTML
    Read
    Layout ✔ (2024-07-31-preview, 2024-02-29-preview, 2023-10-31-preview)
    General Document
    Prebuilt
    Custom extraction
    Custom classification ✔ (2024-07-31-preview, 2024-02-29-preview)
  • For best results, provide one clear photo or high-quality scan per document.

  • For PDF and TIFF, up to 2,000 pages can be processed (with a free tier subscription, only the first two pages are processed).

  • The file size for analyzing documents is 500 MB for paid (S0) tier and 4 MB for free (F0) tier.

  • Image dimensions must be between 50 pixels x 50 pixels and 10,000 pixels x 10,000 pixels.

  • If your PDFs are password-locked, you must remove the lock before submission.

  • The minimum height of the text to be extracted is 12 pixels for a 1024 x 768 pixel image. This dimension corresponds to about 8 point text at 150 dots per inch (DPI).

  • For custom model training, the maximum number of pages for training data is 500 for the custom template model and 50,000 for the custom neural model.

    • For custom extraction model training, the total size of training data is 50 MB for template model and 1 GB for the neural model.

    • For custom classification model training, the total size of training data is 1 GB with a maximum of 10,000 pages. For 2024-07-31-preview and later, the total size of training data is 2 GB with a maximum of 10,000 pages.

Try tax document data extraction

See how data, including customer information, vendor details, and line items, is extracted from invoices. You need the following resources:

  • An Azure subscription—you can create one for free.

  • A Document Intelligence instance in the Azure portal. You can use the free pricing tier (F0) to try the service. After your resource deploys, select Go to resource to get your key and endpoint.

Screenshot of keys and endpoint location in the Azure portal.

Document Intelligence Studio

  1. On the Document Intelligence Studio home page, select the supported tax document model.

  2. You can analyze a sample tax document or upload your own files.

  3. Select the Run analysis button and, if necessary, configure the Analyze options :

    Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.

Supported languages and locales

See our Language Support—prebuilt models page for a complete list of supported languages.

Field extraction W-2

The following are the fields extracted from a W-2 tax form in the JSON output response.

Name Type Description Example
W2FormVariant string IRS W2 tax form variant. This field can have the one of the following values: W-2, W-2AS, W-2CM, W-2GU, or W-2VI W-2
TaxYear string Form tax year 2021
W2Copy string W2 tax form copy version along with printed instruction related to this copy Copy A—For Social Security Administration
Employee object Object that contains social security number, name, and address
Employee.SocialSecurityNumber string Employee social security number. IRS W2 tax field A, for example, 123-45-6789 123-45-6789
Employee.Name string Employee first name, middle full/initials name, surname, and suffix. IRS W2 tax field e John Contoso
Employee.Address address Employee address. Part of IRS W2 tax field f 123 Microsoft way, Redmond Washington, 98123
ControlNumber string W2 tax form control number. IRS W2 tax field d 0AB12 D345 7890
Employer object Object that contains employer identification number, name, and address
Employer.IdNumber string Employer identification number. IRS W2 tax field b 12-3456789
Employer.Name string Employer name. Part of IRS W2 tax field c Fabrikam
Employer.Address address Employer address. Part of IRS W2 tax field c 321 Microsoft way, Redmond Washington, 98123
WagesTipsAndOtherCompensation number Wages, tips, and other compensation amount in USD. IRS W2 tax field 1 1234567.89
FederalIncomeTaxWithheld number Federal income tax withheld amount in USD. IRS W2 tax field 2 1234567.89
SocialSecurityWages number Social security wages amount in USD. IRS W2 tax field 3 1234567.89
SocialSecurityTaxWithheld number Social security tax withheld amount in USD. IRS W2 tax field 4 1234567.89
MedicareWagesAndTips number Medicare wages and tips amount in USD. IRS W2 tax field 5 1234567.89
MedicareTaxWithheld number Medicare tax withheld amount in USD. IRS W2 tax field 6 1234567.89
SocialSecurityTips number Social security tips amount in USD. IRS W2 tax field 7 1234567.89
AllocatedTips number Allocated tips in USD. IRS W2 tax field 8 1234567.89
VerificationCode string W2 tax form verification code. IRS W2 tax field 9 AB123456
DependentCareBenefits number Dependent care benefits amount in USD. IRS W2 tax field 10 1234567.89
NonQualifiedPlans number Nonqualified plans amount in USD. IRS W2 tax field 11 1234567.89
AdditionalInfo array Array holding W2 Codes. IRS W2 tax field 12
AdditionalInfo.* object
AdditionalInfo.*.LetterCode string For more information about on IRS W2 box 12 letter code, see IRS letter codes A
AdditionalInfo.*.Amount number Code amount in USD 1234567.89
IsStatutoryEmployee string Part of IRS W2 tax field 13. Can be true or false true
IsRetirementPlan string Part of IRS W2 tax field 13. Can be true or false true
IsThirdPartySickPay string Part of IRS W2 tax field 13. Can be true or false true
Other string Content of IRS W2 tax field 14 SICK LV WAGES SBJT TO $511/DAY LIMIT 1356
StateTaxInfos array State tax-related information. content of IRS W2 tax field 15 to 17
StateTaxInfos.* object
StateTaxInfos.*.State string Two letter state code. Part of IRS W2 tax field 15 WA
StateTaxInfos.*.EmployerStateIdNumber string Employer state ID number. Part of IRS W2 tax field 15 1234567
StateTaxInfos.*.StateWagesTipsEtc number State wages, tips, amount in USD. IRS W2 tax field 16 1234567.89
StateTaxInfos.*.StateIncomeTax number State income tax amount in USD. IRS W2 tax field 17 1234567.89
LocalTaxInfos array Local tax-related information. Content of IRS W2 tax field 18 to 20
LocalTaxInfos.* object
LocalTaxInfos.*.LocalWagesTipsEtc number Local wages, tips, amount in USD. Part of IRS W2 tax field 18 1234567.89
LocalTaxInfos.*.LocalIncomeTax number Local income tax amount in USD. Part of IRS W2 tax field 19 1234567.89
LocalTaxInfos.*.LocalityName string Locality name. Part of IRS W2 tax field 20 Redmond

Field extraction 1098

The following are the fields extracted from a 1098 tax form in the JSON output response. The 1098-T and 1098-E forms are also supported.

Field Type Description Example
TaxYear number Form tax year 2021
Borrower object An object that contains the borrower TIN, Name, Address, and AccountNumber
Borrower.TIN string Borrower tax identification number 123-45-6789
Borrower.Name string Borrower full name as written on the form John Smith
Borrower.Address address Borrower address 123 Microsoft Way, Redmond Washington 98052
Borrower.AccountNumber string Borrower account number 55123456789
Lender object An object that contains the lender TIN, Name, Address, and Telephone
Lender.TIN string Lender tax identification number 12-3456789
Lender.Name string Lender name Woodgrove Bank
Lender.Address address Lender address 321 Microsoft Way, Redmond Washington 98052
Lender.Telephone string Lender telephone number (987) 654-3210
MortgageInterest number Mortgage interest amount received from payers/borrower(s) (box 1) 1,234,567.89
OutstandingMortgagePrincipal number Outstanding mortgage principal (box 2) 1,234,567.89
MortgageOriginationDate date Origination date of the mortgage (box 3) 2022-01-01
OverpaidInterestRefund number Refund amount of overpaid interest (box 4) 1,234,567.89
MortgageInsurancePremium number Mortgage insurance premium amount (box 5) 1,234,567.89
PointsPaid number Points paid on purchase of principal residence (box 6) 1,234,567.89
IsPropertyAddressSameAsBorrower string Is the address of the property securing the mortgage the same as the payer / borrower mailing address (box 7) true
PropertyAddress string Address or description of the property securing the mortgage (box 8) 123 Main St., Redmond Washington 98052
MortgagedPropertiesCount number Number of mortgaged properties (box 9) 1
Other string Additional information to report to payer (box 10)
RealEstateTax number Real estate tax (box 10) 1,234,567.89
AdditionalAssessment string Other assessments made on the property (box 10) Structural damage observed
MortgageAcquisitionDate date Mortgage acquisition date (box 11) 2022-01-01
IsCorrected string Indicates whether form is a corrective filing. true

Field extraction 1099-NEC

The following are the fields extracted from a 1099-nec tax form in the JSON output response. The other variations of 1099 are also supported.

Field Type Description Example
TaxYear string Tax Year extracted from 1099-NEC. 2022
Payer object An object that contains the payer TIN, Name, Address, and PhoneNumber
Payer.TIN string Payer tax identification number. 123-45-6789
Payer.Name string Payer full name as written on the form. John Smith
Payer.Address address Payer address. 123 Microsoft Way, Redmond Washington 98052
Payer.PhoneNumber phoneNumber Payer Phone Number. +19876543210
Recipient object An object that contains the recipient TIN, Name, Address, and AccountNumber
Recipient.TIN string Recipient tax identification number. 123-45-6789
Recipient.Name string Recipient full name as written on the form. John Smith
Recipient.Address address Recipient address. 123 Microsoft Way, Redmond Washington 98052
Recipient.AccountNumber string Recipient account number. 55123456789
Box1 number Box 1 extracted from 1099-NEC. 123456
Box2 boolean Box 2 extracted from 1099-NEC. :selected:
Box4 number Box 4 extracted from 1099-NEC. 123456
StateTaxesWithheld array State Taxes Withheld extracted from 1099-NEC
StateTaxesWithheld.* object An object that contains State Taxes details
StateTaxesWithheld.*.Box5 number Box 5 extracted from 1099-NEC. 123456
StateTaxesWithheld.*.Box6 string Box 6 extracted from 1099-NEC. 12-3456789
StateTaxesWithheld.*.Box7 number Box 7 extracted from 1099-NEC. 123456

Field extraction 1099-Combo

The following are the fields extracted from a 1099-Combo tax form in the JSON output response. The other variations of 1099 are also supported:

Field Type Description Example
TaxYear string Tax Year extracted from 1099-COMBO. 2022
Payer object An object that contains the payer TIN, Name, Address, and PhoneNumber
Payer.TIN string Payer tax identification number. 123-45-6789
Payer.Name string Payer full name as written on the form. John Smith
Payer.Address address Payer address. 123 Microsoft Way, Redmond Washington 98052
Payer.AccountNumber phoneNumber Payer Phone Number. +19876543210
Recipient object An object that contains the recipient TIN, Name, Address, and AccountNumber
Recipient.TIN string Recipient tax identification number. 123-45-6789
Recipient.Name string Recipient full name as written on the form. John Smith
Recipient.Address address Recipient address. 123 Microsoft Way, Redmond Washington 98052
Recipient.AccountNumber string Recipient account number. 55123456789
1099-B object
1099-B.Summary array List of transactions summary reported in 1099-B
1099-B.Summary.* object
1099-B.Summary.*.Category string Can be one for the following categories: shortTermBasisReportedToIRS, shortTermBasisNotReportedToIRS, shortTerm1099BNotReceived, longTermBasisReportedToIRS, longTermBasisNotReportedToIRS, longTerm1099BNotReceived, underterminedTermBasisReportedToIRS, undertinedTermBasisNotReportedToIRS, undertined1099BNotReceived. shortTermBasisReportedToIRS
1099-B.Summary.*.TotalProceeds number Total proceeds summary extracted from 1099-B 123456
1099-B.Summary.*.TotalCostBasis string Total cost basis summary extracted from 1099-B 123456
1099-B.Summary.*.TotalMarketDiscount string Total market discount summary extracted from 1099-B 123456
1099-B.Summary.*.TotalWashSales string Total wash sales summary extracted from 1099-B 123456
1099-B.Summary.*.TotalRealizedGainOrLoss string Total realized gain or loss summary extracted from 1099-B 123456
1099-B.Summary.*.TotalFederalIncomeTaxWithheld string Total federal income tax withheld summary extracted from 1099-B 123456
1099-B.Transactions array List of transactions reported in the 1099-B
1099-B.Transactions.* object
1099-B.Transactions.*.CusipNumber string Cusip Number extracted from 1099-B 981276345
1099-B.Transactions.*.IsFactaFilingRequired boolean Is Facta Filing Required extracted from 1099-B :selected:
1099-B.Transactions.*.ApplicableForm8949Checkbox string Applicable Form 8949 Checkbox extracted from 1099-B A
1099-B.Transactions.*.BasisStatus selectionGroup Value is a list containing at least one of the following codes: basisReportedToIRS, basisNotReportedToIRS, 1099BNotReceived. basisReportedToIRS:unselected: basisNotReportedToIRS:unselected: undetermined:unselected:
1099-B.Transactions.*.Box1a string Box 1a extracted from 1099-B 100 sh. XYZ Co.
1099-B.Transactions.*.Box1b date Box 1b extracted from 1099-B 2022-12-31
1099-B.Transactions.*.Box1c date Box 1c extracted from 1099-B 2022-12-31
1099-B.Transactions.*.Box1d number Box 1d extracted from 1099-B 123456
1099-B.Transactions.*.Box1e number Box 1e extracted from 1099-B 123456
1099-B.Transactions.*.Box1f number Box 1f extracted from 1099-B 123456
1099-B.Transactions.*.Box1g number Box 1g extracted from 1099-B 123456
1099-B.Transactions.*.Box2 selectionGroup Value is a list containing at least one of the following codes: shortTermGainOrLoss, longTermGainOrLoss, ordinary, undertermined. shortTermGainOrLoss:unselected: longTermGainOrLoss:unselected: ordinary:unselected:
1099-B.Transactions.*.Box3 selectionGroup Value is a list containing at least one of the following codes: collectible, qof. collectible:unselected: qof:unselected:
1099-B.Transactions.*.Box4 number Box 4 extracted from 1099-B 123456
1099-B.Transactions.*.Box5 boolean Box 5 extracted from 1099-B :selected:
1099-B.Transactions.*.Box6 selectionGroup Value is a list containing at least one of the following codes: grossProceeds, netProceeds. grossProceeds:unselected: netProceeds:unselected:
1099-B.Transactions.*.Box7 boolean Box 7 extracted from 1099-B :selected:
1099-B.Transactions.*.Box8 number Box 8 extracted from 1099-B 123456
1099-B.Transactions.*.Box9 number Box 9 extracted from 1099-B 123456
1099-B.Transactions.*.Box10 number Box 10 extracted from 1099-B 123456
1099-B.Transactions.*.Box11 number Box 11 extracted from 1099-B 123456
1099-B.Transactions.*.Box12 boolean Box 12 extracted from 1099-B :selected:
1099-B.Transactions.*.Box13 number Box 13 extracted from 1099-B 123456
1099-B.Transactions.*.StateTaxesWithheld array State Taxes Withheld extracted from 1099-B
1099-B.Transactions.*.StateTaxesWithheld.* object
1099-B.Transactions.*.StateTaxesWithheld.*.Box14 string Box 14 extracted from 1099-B Washington
1099-B.Transactions.*.StateTaxesWithheld.*.Box15 string Box 15 extracted from 1099-B 12-3456789
1099-B.Transactions.*.StateTaxesWithheld.*.Box16 number Box 16 extracted from 1099-B 123456
1099-DIV object
1099-DIV.Box1a number Box 1a extracted from 1099-DIV. 123456
1099-DIV.Box1b number Box 1b extracted from 1099-DIV. 123456
1099-DIV.Box2a number Box 2a extracted from 1099-DIV. 123456
1099-DIV.Box2b number Box 2b extracted from 1099-DIV. 123456
1099-DIV.Box2c number Box 2c extracted from 1099-DIV. 123456
1099-DIV.Box2d number Box 2d extracted from 1099-DIV. 123456
1099-DIV.Box2e number Box 2e extracted from 1099-DIV. 123456
1099-DIV.Box2f number Box 2f extracted from 1099-DIV. 123456
1099-DIV.Box3 number Box 3 extracted from 1099-DIV. 123456
1099-DIV.Box4 number Box 4 extracted from 1099-DIV. 123456
1099-DIV.Box5 number Box 5 extracted from 1099-DIV. 123456
1099-DIV.Box6 number Box 6 extracted from 1099-DIV. 123456
1099-DIV.Box7 number Box 7 extracted from 1099-DIV. 123456
1099-DIV.Box8 string Box 8 extracted from 1099-DIV. Foreign
1099-DIV.Box9 number Box 9 extracted from 1099-DIV. 123456
1099-DIV.Box10 number Box 10 extracted from 1099-DIV. 123456
1099-DIV.Box11 boolean Box 11 extracted from 1099-DIV. :selected:
1099-DIV.Box12 number Box 12 extracted from 1099-DIV. 123456
1099-DIV.Box13 number Box 13 extracted from 1099-DIV. 123456
1099-DIV.StateTaxesWithheld array State Taxes Withheld extracted from 1099-DIV
1099-DIV.StateTaxesWithheld.* object
1099-DIV.StateTaxesWithheld.*.Box14 string Box 14 extracted from 1099-DIV. Washington
1099-DIV.StateTaxesWithheld.*.Box15 string Box 15 extracted from 1099-DIV. 12-3456789
1099-DIV.StateTaxesWithheld.*.Box16 number Box 16 extracted from 1099-DIV. 123456
1099-INT object
1099-INT.IsFactaFilingRequired boolean Is Facta Filing Required extracted from 1099-INT :selected:
1099-INT.Box1 number Box 1 extracted from 1099-INT. 123456
1099-INT.Box2 number Box 2 extracted from 1099-INT. 123456
1099-INT.Box3 number Box 3 extracted from 1099-INT. 123456
1099-INT.Box4 number Box 4 extracted from 1099-INT. 123456
1099-INT.Box5 number Box 5 extracted from 1099-INT. 123456
1099-INT.Box6 number Box 6 extracted from 1099-INT. 123456
1099-INT.Box7 string Box 7 extracted from 1099-INT. Foreign
1099-INT.Box8 number Box 8 extracted from 1099-INT. 123456
1099-INT.Box9 number Box 9 extracted from 1099-INT. 123456
1099-INT.Box10 number Box 10 extracted from 1099-INT. 123456
1099-INT.Box11 number Box 11 extracted from 1099-INT. 123456
1099-INT.Box12 number Box 12 extracted from 1099-INT. 123456
1099-INT.Box13 number Box 13 extracted from 1099-INT. 123456
1099-INT.Box14 string Box 14 extracted from 1099-INT. 123456789
1099-INT.StateTaxesWithheld array State Taxes Withheld extracted from 1099-INT
1099-INT.StateTaxesWithheld.* object
1099-INT.StateTaxesWithheld.*.Box15 string Box 15 extracted from 1099-INT. Washington
1099-INT.StateTaxesWithheld.*.Box16 string Box 16 extracted from 1099-INT. 12-3456789
1099-INT.StateTaxesWithheld.*.Box17 number Box 17 extracted from 1099-INT. 123456

Field extraction 1040 tax form

The following are the fields extracted from a 1040 tax form in the JSON output response. The other variations of 1040 are also supported.

Field Type Description Example
TaxYear string Tax Year extracted from Form 1040. 2022
Taxpayer object An object that contains the taxpayer information such as SSN, Last Name, and Address
Taxpayer.SSN string Taxpayer tax social security number. 123-45-6789
Taxpayer.LastName string Taxpayer surname as written on the form. Smith
Taxpayer.FirstNameAndInitials string Taxpayer first name and middle initials as written on the form. John T
Taxpayer.Address address Taxpayer address. 123 Main Street, Seattle Washington 98122
Taxpayer.ForeignCountryName string Taxpayer foreign country name. Germany
Taxpayer.ForeignProvinceStateOrCounty string Taxpayer foreign province state or county name. Hamburg
Taxpayer.ForeignPostalCode string Taxpayer foreign postal code. 20095
Spouse object An object that contains the spouse information such as SSN, surname, and first name and initials Name
Spouse.SSN string Spouse tax social security number. 123-45-6789
Spouse.LastName string Spouse surname as written on the form. Smith
Spouse.FirstNameAndInitials string Spouse first name and middle initials as written on the form. John T
Dependents array Dependents extracted from Form 1040
Dependents.* object An array that contains a list of dependents including information such as Name, SSN, and Credit Type
Dependents.*.Name string Dependent full name as written on the form. John Smith
Dependents.*.SSN string Dependent tax social security number. 123-45-6789
Dependents.*.RelationshipToFiler string Dependent full name as written on the form. John Smith
Dependents.*.CreditType selectionGroup Value is a list containing at least one of the following codes: childTaxCredit, creditForOtherDependents. childTaxCredit: selected creditForOtherDependents:unselected:
ThirdPartyDesignee object An object that contains information about the third-party designee
ThirdPartyDesignee.PhoneNumber phoneNumber Third party designee phone number. 1-123-456-7890
ThirdPartyDesignee.Name string Third party designee name as written on the form. John Smith
ThirdPartyDesignee.PersonalIdentificationNumber string Third party designee PIN. 123456
SignatureDetails object An object that contains information about the signee such as phone numbers and emails
SignatureDetails.TaxpayerOccupation string Taxpayer Occupation. Software
SignatureDetails.TaxpayerPIN string Taxpayer PIN. 123456
SignatureDetails.TaxpayerPhoneNumber phoneNumber Taxpayer phone number. 1-123-456-7890
SignatureDetails.TaxpayerEmail string Taxpayer email. johnsmith@contoso.com
SignatureDetails.SpouseOccupation string Spouse Occupation. Software
SignatureDetails.SpousePIN string Spouse PIN. 123456
PaidPreparer object An object that contains information about the preparer.
PaidPreparer.PreparerName date Preparer name. John Smith
PaidPreparer.PreparerPTIN string Preparer PIN. 123456
PaidPreparer.IsPreparerSelfEmployed boolean Is preparer self-employed :selected:
PaidPreparer.PreparerFirmName string Taxpayer firm name. Contoso
PaidPreparer.PreparerFirmPhoneNumber phoneNumber Preparer firm phone number 1-123-456-7890
PaidPreparer.PreparerFirmAddress address Prepare Firm Address. 123 First street, Seattle Washington 98001
PaidPreparer.PreparerFirmEIN string Prepare Firm EIN. 98-7654321
FilingStatus selectionGroup Value is a list containing at least one of the following codes: single, marriedFilingJointly, marriedFillingSeparately, headOfHousehold, qualifyingSurvivingSpouse. single:unselected: marriedFilingJointly:unselected: marriedFillingSeparately:unselected: headOfHousehold:unselected: qualifyingSurvivingSpouse:unselected:
NameOfSpouseOrQualifyingPerson string Name Of Spouse Or Qualifying Person extracted from Form 1040. Pascale Weyderth
PresidentialElectionCampaign selectionGroup Value is a list containing at least one of the following codes: taxpayer, spouse. taxpayer:unselected: spouse:unselected:
DigitalAssets selectionGroup Value is a list containing at least one of the following codes: yes, no. yes:unselected: no:unselected:
ClaimStatus selectionGroup Value is a list containing at least one of the following codes: taxpayerAsDependent, spouseAsDependent, spouseItemizesSeparatelyOrDualStatusAlien. taxpayerAsDependent:unselected: spouseAsDependent:unselected: spouseItemizesSeparatelyOrDualStatusAlien:unselected:
TaxpayerAgeBlindeness selectionGroup Value is a list containing at least one of the following codes: above64, blind. above64:unselected: blind:unselected:
SpouseAgeBlindeness selectionGroup Value is a list containing at least one of the following codes: above64, blind. above64:unselected: blind:unselected:
MoreThanFourDependents boolean More Than Four Dependents extracted from Form 1040. :selected:
Box1a number Box 1a extracted from Form 1040. 123456
Box1b number Box 1b extracted from Form 1040. 123456
Box1c number Box 1c extracted from Form 1040. 123456
Box1d number Box 1d extracted from Form 1040. 123456
Box1e number Box 1e extracted from Form 1040. 123456
Box1f number Box 1f extracted from Form 1040. 123456
Box1g number Box 1g extracted from Form 1040. 123456
Box1h number Box 1h extracted from Form 1040. 123456
Box1i number Box 1i extracted from Form 1040. 123456
Box1z number Box 1z extracted from Form 1040. 123456
Box2a number Box 2a extracted from Form 1040. 123456
Box2b number Box 2b extracted from Form 1040. 123456
Box3a number Box 3a extracted from Form 1040. 123456
Box3b number Box 3b extracted from Form 1040. 123456
Box4a number Box 4a extracted from Form 1040. 123456
Box4b number Box 4b extracted from Form 1040. 123456
Box5a number Box 5a extracted from Form 1040. 123456
Box5b number Box 5b extracted from Form 1040. 123456
Box6a number Box 6a extracted from Form 1040. 123456
Box6b number Box 6b extracted from Form 1040. 123456
Box6cCheckbox boolean Box 6c Checkbox extracted from Form 1040. :selected:
Box7Checkbox boolean Box 7 Checkbox extracted from Form 1040. :selected:
Box7 number Box 7 extracted from Form 1040. 123456
Box8 number Box 8 extracted from Form 1040. 123456
Box9 number Box 9 extracted from Form 1040. 123456
Box10 number Box 10 extracted from Form 1040. 123456
Box11 number Box 11 extracted from Form 1040. 123456
Box12 number Box 12 extracted from Form 1040. 123456
Box13 number Box 13 extracted from Form 1040. 123456
Box14 number Box 14 extracted from Form 1040. 123456
Box15 number Box 15 extracted from Form 1040. 123456
Box16FromForm selectionGroup Value is a list containing at least one of the following codes: 8814, 4972, other. 8814:unselected: 4972:unselected: other:unselected:
Box16OtherFormNumber string Box 16 Other Form Number extracted from Form 1040. 8888
Box16 number Box 16 extracted from Form 1040. 123456
Box17 number Box 17 extracted from Form 1040. 123456
Box18 number Box 18 extracted from Form 1040. 123456
Box19 number Box 19 extracted from Form 1040. 123456
Box20 number Box 20 extracted from Form 1040. 123456
Box21 number Box 21 extracted from Form 1040. 123456
Box22 number Box 22 extracted from Form 1040. 123456
Box23 number Box 23 extracted from Form 1040. 123456
Box24 number Box 24 extracted from Form 1040. 123456
Box25a number Box 25a extracted from Form 1040. 123456
Box25b number Box 25b extracted from Form 1040. 123456
Box25c number Box 25c extracted from Form 1040. 123456
Box25d number Box 25d extracted from Form 1040. 123456
Box26 number Box 26 extracted from Form 1040. 123456
Box27 number Box 27 extracted from Form 1040. 123456
Box28 number Box 28 extracted from Form 1040. 123456
Box29 number Box 29 extracted from Form 1040. 123456
Box31 number Box 31 extracted from Form 1040. 123456
Box32 number Box 32 extracted from Form 1040. 123456
Box33 number Box 33 extracted from Form 1040. 123456
Box34 number Box 34 extracted from Form 1040. 123456
Box35Checkbox boolean Box 35 Checkbox extracted from Form 1040. :selected:
Box35a number Box 35a extracted from Form 1040. 123456
Box35b number Box 35b extracted from Form 1040. 123456
Box35c selectionGroup Value is a list containing at least one of the following codes: checking, saving. checking:unselected: saving:unselected:
Box35d number Box 35d extracted from Form 1040. 123456
Box36 number Box 36 extracted from Form 1040. 123456
Box37 number Box 37 extracted from Form 1040. 123456
Box38 number Box 38 extracted from Form 1040. 123456
HasAssignedThirdPartyDesignee selectionGroup Value is a list containing at least one of the following codes: yes, no. yes:unselected: no:unselected:

The tax documents key-value pairs and line items extracted are in the documentResults section of the JSON output.

Next steps