Extract structured data from W-2s, 1099s, 1040s, K-1s, and any other tax document—all formats, all years, no templates required.
Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.
Audited controls over a sustained period, not a point-in-time check.
Bank-grade encryption at rest and TLS 1.2+ in transit.
Documents deleted within 24 hours. No copies retained.
Drag and drop files, connect a cloud drive, or set up email auto-forwarding. Any file format works—PDF, JPEG, PNG, TIFF, or digital documents.
The AI identifies fields by context and meaning, not fixed coordinates. Names, dates, amounts, and custom fields are extracted automatically.
Get structured output in Excel, Google Sheets, CSV, or JSON. Use the REST API for direct integration into your systems.
“During tax season, we process a mix of W-2s, 1099s, and K-1s for every client. Having one tool that handles all form types eliminated the need for three separate extraction products.”
“We prepare over 2,000 returns and each client brings a different set of tax documents. Batch upload processes the entire client folder in one pass.”
“The automatic form type identification is surprisingly accurate. We upload a mixed stack and it sorts W-2s from 1099s from K-1s without us labeling anything.”
Tax document extraction encompasses the full range of IRS and state tax forms that accounting firms, tax preparation services, and corporate tax departments need to process. This includes W-2 wage statements, all 1099 variants, Form 1040 returns, Schedule K-1 partnership allocations, state income tax returns, and dozens of supplementary forms and schedules. The volume and variety of tax documents makes manual data entry one of the most expensive bottlenecks in tax season operations.
The challenge of tax document extraction is that each form type has its own layout, field structure, and version history. A firm preparing 1,000 tax returns might handle 3,000 to 5,000 individual tax documents across twenty or more form types. Traditional extraction tools required separate templates for each form, each version year, and sometimes each issuer. The template maintenance burden alone consumed significant staff time before any actual extraction occurred.
AI-powered tax document extraction reads any tax form on the first upload by understanding the document contextually. Lido identifies form type automatically, extracts the relevant fields, and outputs structured data mapped to the correct columns. Whether the document is a 2023 W-2 from a large employer or a 2025 K-1 from a private partnership, the extraction works without configuration.
Firms evaluating tax document extraction should consider coverage across form types, accuracy on complex forms like K-1s and multi-page returns, batch processing for tax season volumes, and integration with tax preparation software. Lido supports all standard IRS forms, provides field-level confidence scores, and offers Excel, CSV, JSON, and API output for flexible integration.
Tax document extraction is the automated process of reading tax forms and pulling out structured data. It covers all standard IRS forms including W-2, 1099 variants, 1040, K-1, and state returns, converting them into spreadsheet rows or JSON records for use in tax preparation and accounting workflows.
Lido supports all standard US tax documents including W-2, all 1099 variants (NEC, MISC, INT, DIV, K, R, B, S), Form 1040 and variants, Schedule K-1 (partnerships, S-corps, trusts), and state income tax returns. The AI automatically identifies the form type and extracts the appropriate fields.
AI-powered extraction reads forms contextually rather than using fixed templates. This means it handles forms from any tax year—whether the layout changed between versions or not—without per-year configuration.
Yes. You can upload a batch containing W-2s, 1099s, K-1s, and other forms together. Lido identifies each document type automatically and extracts the appropriate fields, consolidating everything into structured output.
Extracted tax data can be exported to Excel, Google Sheets, CSV, or JSON. A REST API is also available for direct integration with tax preparation software, practice management systems, and custom workflows.
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Built on Lido’s OCR engine
Built on Lido’s OCR engine
Built on Lido’s OCR engine
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