SOC2

Extract IRS Form W-2 Extractor Data — Tax Season Ready

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

60
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
  • W2 Processing
  • Payroll Analysis
  • W2
  • Irs

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "IRS Form W-2 Extraction Schema",
  "description": "JSON Schema for extracted IRS Form W-2 (Wage and Tax Statement) data",
  "type": "object",
  "required": [
    "document_type",
    "tax_year",
    "employee",
    "employer",
    "wages_and_compensation"
  ],
  "properties": {
    "document_type": {
      "type": "string",
      "const": "w2",
      "description": "Document type identifier"
    },
    "tax_year": {
      "typ
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent tax.w2

See It In Action

Real extraction example showing input document and structured output.

Input Document
Form W-2 Wage and Tax Statement                              2024
                                                            Copy B
                                                            To Be Filed With
                                                            Employee's FEDERAL
                                                            Tax Return

a  Employee's social security number: 123-45-6789

b  Employer identification number (EIN): 36-1234567

c  Employer's name, address, and ZI
Extracted Data
{
  "document_type": "w2",
  "tax_year": "2024",
  "form_variant": "W-2",
  "employee": {
    "ssn": "XXX-XX-6789",
    "ssn_last_4": "6789",
    "first_name": "JAMES",
    "middle_initial": "R",
    "last_name": "MARTINEZ",
    "suffix": "",
    "full_name": "JAMES R MARTINEZ",
    "address": {
      "street": "2847 LINCOLN AVENUE, APT 12",
      "city": "CHICAGO",
      "state": "IL",
      "zip": "60614"
    }
  },
  "employer": {
    "ein": "36-1234567",
    "name": "MIDWEST MANUFACTURING CORP",
    "address": {
      "street": "1500 INDUSTRIAL PARKWAY",
      "city": "CHICAGO",
      "state": "IL",
      "zip": "60601"
    },
    "control_number": "W2-2024-00458"
  },
  "wages_and_compensation": {
    "box_1_wages_tips": "78500.00",
    "box_2_federal_tax": "12450.00",
    "box_3_ss_wages": "78500.00",
    "box_4_ss_tax": "4867.00",
    "box_5_medicare_wages": "78500.00",
    "box_6_medicare_tax": "1138.25",
    "box_7_ss_tips": "",
    "box_8_allocated_tips": "",
    "box_10_dependent_care": "",
    "box_11_nonqualified_plans": ""
  },
  "box_12_codes": [
    {
      "code": "D",
      "description": "Elective deferrals to 401(k)",
      "amount": "8500.00"
    },
    {
      "code": "DD",
      "description": "Cost of employer-sponsored health coverage",
      "amount": "12840.00"
    }
  ],
  "box_13_checkboxes": {
    "statutory_employee": false,
    "retirement_plan": true,
    "third_party_sick_pay": false
  },
  "box_14_other": [
    {
      "description": "UNION DUES",
      "amount": "624.00"
    }
  ],
  "state_local_info": [
    {
      "state": "IL",
      "state_id": "36-1234567",
      "state_wages": "78500.00",
      "state_tax": "3728.75",
      "local_wages": "78500.00",
      "local_tax": "785.00",
      "locality_name": "CHICAGO"
    }
  ],
  "verification": {
    "all_boxes_extracted": true,
    "amounts_valid": true,
    "ssn_format_valid": true,
    "ein_format_valid": true
  }
}

Example demonstrating extraction of employment income and withholding from Form W-2. Captures wages, federal/state taxes withheld, and retirement contributions for wage earner tax filing.

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Frequently Asked Questions

What documents can IRS Form W-2 Extractor process?

The IRS Form W-2 Extractor template processes tax documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the IRS Form W-2 Extractor extraction?

The IRS Form W-2 Extractor template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the IRS Form W-2 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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