The problem
Tax season intake is a stack of W-2s, 1099s, and returns with different layouts. Staff classify each form by hand, then retype wages, withholding, and payer data into a workbook.
How the workflow runs
Classify the form
The first step labels the upload as W-2, 1099, return, or other so the rest of the run knows which form it is reading.
Extract tax fields
An extract agent pulls amounts, taxpayer identity, and the other fields that form usually carries.
Validate and summarize
A validate step checks totals, identity, and required fields. A generate step then writes a tax summary the preparer can read on the hosted desk.
What the hosted app shows
The tax desk collects taxpayer details and the forms, then shows the category, extracted fields, and the summary together. Preparers work from that page.
Who it is for
Tax operations and finance teams that collect forms from employees or clients and need a summary before a preparer opens the file.
Questions
It classifies forms, extracts fields, checks completeness, and writes a summary. Filing stays with your preparer or tax system.
The classify step uses W-2, 1099, return, and other. Add categories on the canvas for state forms or K-1s.
Tax document processing is for tax forms. Financial statement review extracts figures from statements and writes a review memo.