Tax Templates
12 templatesTax preparation requires processing hundreds of documents per client. Manual data entry increases errors and delays filings.
IRS Form 1040 Extractor
Extract individual income tax return data from IRS Form 1040 and schedules. Captures filing status, income, deductions, credits, and tax liability.
IRS Form 1098 Extractor
Extract mortgage interest information from IRS Form 1098 (Mortgage Interest Statement). Captures deductible mortgage interest, points, and property tax payments.
IRS Form 1099-DIV Extractor
Extract dividend and capital gain distribution information from IRS Form 1099-DIV. Captures ordinary dividends, qualified dividends, capital gains, and nontaxable distributions.
IRS Form 1099-INT Extractor
Extract interest income information from IRS Form 1099-INT (Interest Income). Captures interest payments from banks, savings bonds, and other interest-bearing accounts.
IRS Form 1099-MISC Extractor
Extract miscellaneous income information from IRS Form 1099-MISC. Captures rents, royalties, prizes, awards, medical/healthcare payments, and other income types.
IRS Form 1099-NEC Extractor
Extract nonemployee compensation from IRS Form 1099-NEC. Captures contractor payments, freelancer income, and self-employment earnings subject to self-employment tax.
German Umsatzsteuer (VAT) Extractor
Extract German VAT (Umsatzsteuer) information from UStVA declarations, invoices, and tax documents. Supports monthly/quarterly returns and annual declarations for Finanzamt compliance.
EU VAT Invoice Extractor
Extract VAT information from European Union invoices. Captures VAT numbers, tax amounts, reverse charge, and intra-community transaction details compliant with EU VAT Directive.
Tax Residency Certificate Extractor
Extract information from Tax Residency Certificates (TRC) and Certificates of Residence for tax purposes. Supports global formats for treaty benefit claims and withholding tax reduction.
UK VAT Return Extractor
Extract VAT return information from UK VAT100 forms and MTD submissions. Captures output tax, input tax, net VAT, and EC sales/acquisitions for HMRC compliance.
IRS Form W-2 Extractor
Extract wage and tax information from IRS Form W-2 (Wage and Tax Statement). Captures all boxes including wages, tips, federal/state/local taxes withheld, and benefits.
IRS Form W-9 Extractor
Extract taxpayer identification information from IRS Form W-9 (Request for Taxpayer Identification Number and Certification). Captures TIN, business classification, and certification details.
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