If you want to try this extractor, you can download it here:

Download Tax Form Extractor

tax-form-extractor.json
How do I import extractors?

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Document Input Examples

Here are some examples of the types of documents that this extractor can process.
income-tax

Tax Forms (PDF)

Official tax forms in PDF format can be processed directly, extracting financial data and taxpayer information.

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Example Output

This extractor will produce JSON data that looks like the following: 
{
    "formType": "Tax Form 1040",
    "taxYear": 2023,
    "taxpayerID": "12-3456789",
    "filingStatus": "Single",
    "income": 75000.00,
    "deductions": 12000.00,
    "taxLiability": 15000.00,
    "paymentDueDate": "2024-04-15"
}

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Extractor

Here’s a template for a tax form extractor, optimized for extracting financial and identification information from tax documents.

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JSON Schema

Here’s a JSON schema tailored for tax forms, focusing on common tax-related fields such as taxpayer identification, income, deductions, and tax liabilities.

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Extraction Strategy

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Strategy: simple

Given the structured nature of most tax forms and the importance of extracting precise data, the simple strategy is generally appropriate and efficient.
Tax forms belong to the kind of data that requires further data validation, like calculating totals or verifying tax rates. For these use cases, it can make sense to implement your own custom strategy that includes these additional validation steps.Find out how to create custom extraction strategies

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LLM Recommendation: google/gemini-2.0-flash

google/gemini-2.0-flash (or lite) is again recommended due to its vision capabilities for handling scanned forms and its ability to process documents within a single context window, which is often sufficient for individual tax forms.

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Context Settings

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Chunk Size: 50k-75k

Similar to feedback forms, a chunk size of 50.000 to 75.000 tokens should be adequate for most tax forms, allowing for complete processing in a single LLM call.

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Include Text: true

Crucial for extracting all textual and numerical data from the tax form, including income figures, deductions, and identification numbers.

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Include Embedded Images: false

Embedded images are not typically relevant in tax forms and can be excluded to optimize processing.

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Include Page Screenshots: true

Page screenshots are highly recommended to provide the LLM with layout context, which is vital for accurate data extraction from tax forms, especially when dealing with scanned documents where field placement and visual cues are important.

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Mark Images with IDs: false

Not necessary for standard tax form data extraction unless you are looking to specifically identify and reference elements like signatures or seals, which is less common in typical tax data processing.


Next Steps

Learn how to extract some data

Step by step guide to extract data from documents using Data Wizard.

Extractors

Learn how to define and configure data extraction tasks.

Strategies

Understand different data processing strategies.

LLM Provider Configuration

Set up your Large Language Model API keys.

Integration

Embed Data Wizard into other applications using iFrames or APIs.