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Parsedit

Extract structured data from any document. Review, edit, and send to Google Sheets or webhooks — no code required.

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parsedit
SolutionsDocument templatesForm 1099-K

Templates

Reliable and customizable Form 1099-K

Extract gross payment amounts and transaction counts from IRS Form 1099-K.

Create a parser
Browse all templates
  • Free trial included
  • Review before send
  • No credit card required

Form 1099-K

Payer

Payment Co

Recipient

Aceware Inc

Box 1a

$128,400.00

MCC

5734

Tax year

2023

Capabilities

Form 1099-K extraction for accounting workflows

Capture payment card and third-party network transaction reporting data.

  • Gross payment amounts and transaction counts from Form 1099-K
  • Filer, payee, and MCC fields for merchant reporting
  • Card-not-present and payment card breakdowns when present
  • Review before tax prep or accounting sync
What you can extract
Payer
Payment Co
Recipient
Aceware Inc
Box 1a
$128,400.00
MCC
5734
Tax year
2023

A sample of the structured output for this document type.

Structured form 1099-k data from any layout

Fields in your schema

Payer
Payment Co
Recipient
Aceware Inc
Box 1a
$128,400.00
MCC
5734
Tax year
2023

Define gross payments, transaction counts, and MCC once. Parsedit reads PDFs, scans, and electronic formats against that schema, then surfaces each value for review before it reaches Sheets or your webhook.

Tax and merchant ops teams use Parsedit to stop re-keying Form 1099-K data across layouts. Low-confidence fields land in your queue; you edit, approve, and send.

Approved rows become payment network records ready for filing you can audit and analyze without reopening the source file. Send them to Google Sheets for tracking, or POST structured JSON to QuickBooks, Xero, and any endpoint that accepts webhooks.

The same field names apply on every upload, so Form 1099-K values stay in comparable columns as volume grows. Teams get one reliable dataset instead of reconciling mismatched exports from each document format.

Capabilities

Form 1099-K extraction built for review-first workflows

Purpose-built capabilities for this document type.

  • ItemQtyRate
    Consulting8$975
    Support4$420

    Gross amount and MCC extraction

    Define the fields you need once; Parsedit applies your schema on every upload.

  • SVC-01Implementation$420.00
    SVC-02Documentation$185.00

    PDF and scan support

    Upload PDFs, images, and scans. OCR handles paper and digital sources.

  • PDF
    Scan
    DOCX
  • Google Sheetsappend
    WebhookPOST

    Custom field schema

    Add or remove fields to match your accounting or compliance workflow.

  • Vendor98%
    Total94%
    Date87%
    Approve

Confidence scores on every field

Low-confidence extractions are highlighted so you can correct them before delivery.

extractconfidencevendor94%date88%total52%sendreview

Schema-driven extraction

Your field template guides extraction so output matches your spreadsheet or ERP columns.

Source document
ExtractMap
Your schema5 fields
Payer
Payment Co
Recipient
Aceware Inc
Box 1a
$128,400.00
MCC
5734
Tax year
2023

Extraction designed for security

Your documents stay in your account. Review is on by default, and auto-send only runs where you enable it.

  • No training on your data

  • Review on by default

  • Secure storage of extracted data

  • You stay in control

Integrations

Send extracted data to your stack

Connect Google Sheets, webhooks, Slack, Airtable, or Xero and deliver approved rows automatically.

  • Google SheetsDestination
  • AirtableDestination
  • QuickBooksDestination
  • XeroDestination
  • WebhookDestination
  • Google DriveIntake
  • ZapierAutomation
  • SlackNotifications
Check out integrations

Explore more document templates

Start from a related template and customize fields for your workflow.

Browse all templates

Form 1099-NEC

Payer

Aceware Inc

Recipient

Jane Contractor

Box 1

$42,000.00

Box 4

$0.00

Tax year

2023

Form 1099-NEC

Extract payer, recipient, and Box 1 compensation from IRS Form 1099-NEC.

Payment Processor Payout

Payout ID: po_1Nx2k3

DateDescriptionAmount
01/12ACH Payroll Deposit+$4,060.00
01/14Blue Bottle Coffee-$20.01
01/18Rent — Oak St-$1,850.00
01/22Wire Transfer In+$2,400.00
01/28Utilities — Electric-$142.50
Payout IDpo_1Nx2k3
Gross$12,400.00
Net$12,020.00
Payment Processor Payout

Extract payout totals and transaction rows from Stripe, PayPal, or Square reports.

Tax Form

Form type

W-2

Tax year

2023

Employer

Aceware Inc

Wages

$84,200.00

Withheld

$12,640.00

Tax Form

Extract identifiers, amounts, and dates from tax forms and filings into a structured row.

Invoice

Aceware Inc

Invoice #INV-8821
Date2024-01-15

Bill to

DescriptionQtyAmount
Consulting services8$975.00
Implementation support4$420.00
Documentation package2$185.00
Subtotal$7,800.00
Tax$719.00
Total$8,519.00
Invoice

Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.

Form 1099-NEC

Payer

Aceware Inc

Recipient

Jane Contractor

Box 1

$42,000.00

Box 4

$0.00

Tax year

2023

Form 1099-NEC

Extract payer, recipient, and Box 1 compensation from IRS Form 1099-NEC.

Payment Processor Payout

Payout ID: po_1Nx2k3

DateDescriptionAmount
01/12ACH Payroll Deposit+$4,060.00
01/14Blue Bottle Coffee-$20.01
01/18Rent — Oak St-$1,850.00
01/22Wire Transfer In+$2,400.00
01/28Utilities — Electric-$142.50
Payout IDpo_1Nx2k3
Gross$12,400.00
Net$12,020.00
Payment Processor Payout

Extract payout totals and transaction rows from Stripe, PayPal, or Square reports.

Tax Form

Form type

W-2

Tax year

2023

Employer

Aceware Inc

Wages

$84,200.00

Withheld

$12,640.00

Tax Form

Any questions?

Check out our documentation

What formats are supported for form 1099-k extraction?

PDF, DOCX, and scanned images via OCR. Upload from your browser or forward by email.

Can I customize the extracted fields?

Yes. Edit the field template to add, remove, or rename fields before processing documents.

Does this integrate with accounting software?

Deliver structured JSON via webhook to QuickBooks, Xero, or any system that accepts HTTP POST.

Is human review required?

Review is optional but recommended. Confidence scores help you focus on fields that need attention.

Templates

Start extracting form 1099-k data today

Create your first parser in minutes. No code, no setup calls.

Create a parserCompare plans

Sheets and webhook delivery

Send structured rows to Google Sheets, QuickBooks, Xero, or any webhook.

Review before send

Every field gets a confidence score. Edit low-confidence values before export.

Extract identifiers, amounts, and dates from tax forms and filings into a structured row.

Invoice

Aceware Inc

Invoice #INV-8821
Date2024-01-15

Bill to

DescriptionQtyAmount
Consulting services8$975.00
Implementation support4$420.00
Documentation package2$185.00
Subtotal$7,800.00
Tax$719.00
Total$8,519.00
Invoice

Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.