SOC2

Extract Tax Residency Certificate Extractor Data — Tax Season Ready

Tax preparation requires processing hundreds of documents per client. Manual data entry increases errors and delays filings.

73
Fields Extracted
180s
Max Processing
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What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Tax Extraction
  • Residency Certification
  • Treaty Processing
  • Residency
  • Certificate

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Tax Residency Certificate Extraction Schema",
  "description": "JSON Schema for extracted Tax Residency Certificate (TRC) and Certificate of Residence data",
  "type": "object",
  "required": [
    "document_type",
    "certificate_type",
    "certificate_details",
    "issuing_authority"
  ],
  "properties": {
    "document_type": {
      "type": "string",
      "const": "tax_residency_certificate",
      "description": "Docu
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent tax.tax-residency-certificate

See It In Action

Real extraction example showing input document and structured output.

Input Document
CERTIFICATE OF RESIDENCE

UNITED KINGDOM
HM REVENUE & CUSTOMS

Certificate Reference: HMRC-COR-2024-456789
Date of Issue: 15 January 2024

This is to certify that:

Name: PHOENIX INVESTMENTS LTD
Registered Address:
  45 Canary Wharf
  London E14 5AB
  United Kingdom

Company Registration Number: 12345678
Unique Taxpayer Reference (UTR): 1234567890

Is resident in the United Kingdom for tax purposes within the meaning of
the Double Taxation Agreement between the United Kingdom and the
FEDERAL REP
Extracted Data
{
  "document_type": "tax_residency_certificate",
  "certificate_type": "corporate",
  "certificate_details": {
    "certificate_number": "HMRC-COR-2024-456789",
    "issue_date": "2024-01-15",
    "valid_from": "2023-04-06",
    "valid_to": "2024-04-05",
    "tax_year": "2023/24",
    "purpose": "Treaty claim"
  },
  "issuing_authority": {
    "country": "United Kingdom",
    "country_code": "GB",
    "authority_name": "HM Revenue & Customs",
    "authority_address": "HMRC Charities, Savings and International 1, Benton Park View, Newcastle upon Tyne NE98 1ZZ, United Kingdom",
    "contact": "+44 300 200 3300",
    "signatory_name": "",
    "signatory_title": "Authorized Officer"
  },
  "taxpayer_individual": {},
  "taxpayer_entity": {
    "legal_name": "PHOENIX INVESTMENTS LTD",
    "trading_name": "",
    "registration_number": "12345678",
    "tax_id": "1234567890",
    "tax_id_type": "UTR",
    "legal_form": "Ltd",
    "date_of_incorporation": "",
    "place_of_incorporation": "United Kingdom",
    "registered_address": {
      "street": "45 Canary Wharf",
      "city": "London",
      "state_province": "",
      "postal_code": "E14 5AB",
      "country": "United Kingdom"
    }
  },
  "residency_status": {
    "is_resident": true,
    "residency_basis": "Incorporated in the United Kingdom and having its place of effective management in the United Kingdom",
    "residency_start_date": "",
    "residency_articles": ""
  },
  "treaty_information": {
    "treaty_country": "Germany",
    "treaty_reference": "Double Taxation Agreement between the United Kingdom and the Federal Republic of Germany",
    "treaty_articles": "Article 10 (Dividends), Article 11 (Interest), Article 12 (Royalties)",
    "income_types_covered": [
      "dividends",
      "interest",
      "royalties"
    ],
    "reduced_rate_claimed": ""
  },
  "certification_text": {
    "full_text": "Is resident in the United Kingdom for tax purposes within the meaning of the Double Taxation Agreement between the United Kingdom and the Federal Republic of Germany for the fiscal year 2024 (6 April 2023 to 5 April 2024).",
    "key_statements": [
      "Resident in the United Kingdom for tax purposes",
      "Subject to UK Corporation Tax",
      "For claiming relief under DTA with Germany",
      "Valid for UK tax year 2023/24"
    ]
  },
  "authentication": {
    "signature_present": true,
    "official_stamp_present": true,
    "apostille": false,
    "apostille_details": "",
    "notarization": false,
    "embassy_attestation": false
  },
  "validation": {
    "certificate_valid": true,
    "within_validity_period": true,
    "all_required_fields_present": true,
    "tax_id_format_valid": true,
    "notes": []
  }
}

Example demonstrating extraction of tax residency certification data. Captures taxpayer identification, residency status, and declaration information for cross-border investment documentation.

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Frequently Asked Questions

What documents can Tax Residency Certificate Extractor process?

The Tax Residency Certificate Extractor template processes tax documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the Tax Residency Certificate Extractor extraction?

The Tax Residency Certificate Extractor template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the Tax Residency Certificate Extractor template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

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