Tax forms to structured data — W-2s, 1099s, K-1s, and more.
Upload tax forms in any format and PaperAI extracts taxpayer information, income figures, withholding amounts, and form-specific fields. Perfect for tax preparation firms processing hundreds of client documents during filing season.
100 free credits to start. No credit card required to try.
- Extracts taxpayer info, income, withholdings, and form-specific fields automatically
- Handles W-2, 1099 (all variants), K-1, and state tax forms
- Batch process hundreds of forms with consistent extraction settings via Flows
Why teams convert here
- Process hundreds of W-2s, 1099s, and K-1s in hours instead of weeks
- Eliminate the manual data entry bottleneck during filing season
- Smart Flows save extraction settings per form type for consistent results
Tax season creates enormous document processing pressure. CPA firms and tax preparers receive hundreds of W-2s, 1099s, K-1s, and supporting documents from clients — often as phone photos, scans, or PDFs of varying quality. Manually entering this data into tax software is the biggest bottleneck of filing season.
PaperAI extracts the specific fields each form type requires: employer information and wages from W-2s, income and payer details from 1099s, partnership income from K-1s. Smart Flows let you save extraction settings per form type, so processing is consistent whether you are handling 50 clients or 5,000.
A typical W-2 contains 12+ data fields, and K-1 forms can exceed 20 fields across multiple schedules. CPA firms report saving 200-500 hours per tax season by automating form extraction, with PaperAI processing each form in under 30 seconds — turning weeks of manual data entry into a single afternoon.
Upload tax documents
Upload W-2s, 1099s, K-1s, and supporting tax documents in any format — scanned paper, digital PDFs, or phone photos from clients. Batch upload entire client folders at once.
AI extracts form-specific fields
Vision AI identifies the form type and extracts the relevant fields: employer info and wages from W-2s, payer details and income from 1099s, partnership allocations from K-1s.
Review with confidence scores
Each extracted field gets a confidence score. Clear, typed forms typically auto-approve. Handwritten entries, poor-quality scans, or unusual formats are flagged for preparer review.
Export to tax software
Download extracted data as CSV or JSON for import into your tax preparation software. Each form becomes a structured record mapped to the appropriate tax return fields.
Returned as structured fields with named types — ready for your system of record.
| Field | Type | Example |
|---|---|---|
| Form Type | text | W-2 |
| Employer Name | text | Pacific Northwest Engineering, LLC |
| Employee SSN | text | ***-**-4521 |
| Wages (Box 1) | currency | $87,500.00 |
| Federal Tax Withheld (Box 2) | currency | $15,312.00 |
| State | text | OR |
| State Wages (Box 16) | currency | $87,500.00 |
| State Tax Withheld (Box 17) | currency | $7,650.00 |
12+
Fields per W-2 form
20+
Fields per K-1 form
200-500
Hours saved per tax season
<30s
Processing time per form
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Common questions
Answers focused on conversion quality, team workflows, and roadmap clarity.
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