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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 templatesTax Form

Templates

Reliable and customizable Tax Form

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

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

Tax Form

Form type

W-2

Tax year

2023

Employer

Aceware Inc

Wages

$84,200.00

Withheld

$12,640.00

Capabilities

Tax form extraction for filing workflows

W-2, 1099, and other forms become structured rows. Review amounts before they reach your tax software.

  • Form type, tax year, and employer details
  • Wage and withholding amount extraction
  • W-2, 1099, and common US tax forms
  • Review before filing pipeline sync
What you can extract
Form type
W-2
Tax year
2023
Employer
Aceware Inc
Wages
$84,200.00
Withheld
$12,640.00

A sample of the structured output for this document type.

One schema for every tax form layout

Fields in your schema

Form type
W-2
Tax year
2023
Employer
Aceware Inc
Wages
$84,200.00
Withheld
$12,640.00

Define taxpayer identifiers, wage amounts, and withholding fields once. Parsedit reads W-2, 1099, and other filings against that schema, then surfaces each value for review before it reaches your tax software or webhook.

Payroll and filing teams use Parsedit to enter tax data without re-keying from paper forms. Low-confidence fields land in your queue; you edit, approve, and send.

Approved rows become tax records you can file and audit without reopening each form. Send them to Google Sheets for filing prep, or POST structured JSON to your tax preparation or payroll system.

The same field names apply on every upload, so identifiers, amounts, and tax years stay in comparable columns as volume grows. Filing teams get one reliable dataset instead of reconciling mismatched exports from each form layout.

Capabilities

Tax form extraction for compliance workflows

Purpose-built capabilities for this document type.

  • ItemQtyRate
    Consulting8$975
    Support4$420

    W-2 and 1099 support

    Common US tax forms with customizable field schemas.

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

    Wage and withholding amounts

    Extract dollar amounts and tax identifiers.

  • PDF
    Scan
    DOCX
  • Google Sheetsappend
    WebhookPOST

    Sheet and webhook export

    Deliver rows to your tax prep or HR system.

  • Vendor98%
    Total94%
    Date87%
    Approve

OCR confidence on scanned forms

Scanned W-2s and 1099s get confidence scores for manual correction.

extractconfidencevendor94%date88%total52%sendreview

Custom tax form schema

Define form type, tax year, employer, wages, and withheld fields.

Source document
ExtractMap
Your schema5 fields
Form type
W-2
Tax year
2023
Employer
Aceware Inc
Wages
$84,200.00
Withheld
$12,640.00

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

Pay Stub

Dana Whitfield

Pay period

2024-02

Earnings

Gross pay$5,200.00

Deductions

Deductions$1,140.00
Net pay$4,060.00
Pay Stub

Extract employee, pay period, earnings, and deductions from pay stubs and payslips.

Bank Statement

Account number: ****4421

Statement date

2024-01-31

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
Opening balance$12,430.10
Closing balance$9,884.55
Bank Statement

Turn bank and credit card statements into structured balances and transactions for reconciliation.

Identity DocumentUSA

Full name

Dana Whitfield

Document type

Passport

Document number

X1234567

Issue date

2019-06-02

Expiry date

2029-06-01

Identity Document

Extract name, document number, and key dates from passports, national IDs, and licenses with review before send.

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.

Pay Stub

Dana Whitfield

Pay period

2024-02

Earnings

Gross pay$5,200.00

Deductions

Deductions$1,140.00
Net pay$4,060.00
Pay Stub

Extract employee, pay period, earnings, and deductions from pay stubs and payslips.

Bank Statement

Account number: ****4421

Statement date

2024-01-31

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
Opening balance$12,430.10
Closing balance$9,884.55
Bank Statement

Turn bank and credit card statements into structured balances and transactions for reconciliation.

Identity DocumentUSA

Full name

Dana Whitfield

Document type

Passport

Document number

X1234567

Issue date

2019-06-02

Expiry date

2029-06-01

Identity Document

Any questions?

Check out our documentation

Which tax forms are supported?

Common forms like W-2 and 1099 work well—define the exact fields you need for your filing workflow.

Are scanned forms supported?

Yes. Scanned PDFs and images run through OCR before your field schema is applied.

Can I extract employer EIN?

Add employer ID and employee SSN fields to your schema as needed for your workflow.

Is tax data handled securely?

Documents stay in your account, and review is on by default: nothing is delivered until you approve, unless you enable auto-send.

Templates

Start tax form extraction today

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

Create a parserCompare plans

Scanned form OCR

Handle scanned PDFs and photos of paper forms.

Review before filing

Validate amounts before they enter your filing pipeline.

Extract name, document number, and key dates from passports, national IDs, and licenses with review before send.

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.