AI-powered Data Extraction for Tax Documents

Handle any IRS document like W-2s, 1099 series, Schedule K-1s, 1040s and so much more with speed, accuracy and ease.

Join leading companies that automate document workflows

How Unstract helps

Process Tax Returns Faster

Extract data from IRS tax forms and supporting documents in seconds. Reduce average return processing time and handle last-minute client submissions without overtime.

Get 99%+ Extraction Accuracy

Improve accuracy by deploying dual-LLM validation. Define custom synonyms to ensure Unstract correctly interprets requirements across all 50 states plus federal forms.

Reduce Amendment Rates

Detect errors across related documents before filing. Surface red flags like mismatched SSNs, incorrect allocation percentages, and missing required schedules.

Achieve >90% Straight-Through Processing

Enforce STP across individual returns, quarterly filings, and year-end packages. Let Unstract handle routine 1040s, while your team focuses on complex multi-state returns.

Ensure IRS Compliance

Validate extracted data with IRS rules, state requirements, and filing thresholds. Flag missing forms, validate TIN matching, and maintain comprehensive audit trails.

Cut Document Processing Costs

Reduce per-return processing costs without quality loss. Eliminate outsourcing fees, reduce seasonal hiring and free your permanent staff from manual data entry.

No tax documents left behind

Use-cases that drive real results

Individual tax preparation

Corporate Tax Processing

Specialized Tax Workflows

Tax Compliance Operations

W-2 and 1099
Processing

Extract employer information, wages, tax withholdings, and state data from multiple income sources. Validate SSN/EIN matches and populate Form 1040 schedules.

Investment income consolidation

Process consolidated brokerage statements, 1099-DIVs, and 1099-INTs to extract dividends, interest, and capital gains.

Refund Allocation Processing

Extract routing and allocation details from Form 8888 to split refunds across multiple accounts, while validating account numbers and ensuring accurate distribution.

Schedule K-1
Distribution Analysis

Process partnership K-1s to extract partner allocations, basis adjustments, and at-risk limitations. Handle multi-tier structures with special allocations and tax credit pass-throughs.

Multi-State Tax
Allocation

Extract revenue, payroll, and property data to calculate state apportionment factors. Process nexus documentation and generate composite returns for non-resident partners.

Corporate Tax Filing

Extract data from trial balances, financial statements, and supporting schedules for Forms 1120 and 1065. Handle differences and depreciation adjustments with ease.

IRS Notice Response

Analyze CP2000 notices and audit requests to extract proposed adjustments and documentation requirements. Cross-reference with filed returns and prepare response packages before deadline.

Adoption Credit Documentation

Process adoption agency agreements, court documents, and expense receipts from Form 8839 to validate qualified adoption expenses.

International Tax Compliance

Process Forms 5471, 8938, and FBAR documentation with automatic currency conversion. Extract foreign income, tax credits, and controlled foreign corporation data.

Quarterly Estimated
Tax Calculations

Process updated income statements and investment reports each quarter to recalculate safe harbor payments. Extract year-to-date withholdings and prior year tax data.

New Client Onboarding

Ingest three years of prior returns to extract carry-forward items, depreciation schedules, and basis information. Populate current year organizers and identify tax planning opportunities.

Tax Planning Documentation

Extract financial data from management reports, budgets, and projections for scenario modeling. Analyze entity structure documents and operating agreements for optimization strategies.

Turn every document into a data stream

Unstract transforms every document into structured data that flows through your infrastructure. Deploy outputs the way you want: lightweight APIs or enterprise ETL.

Full Page Scroll with Image Switching

Pull all your documents

Turn every document into a data stream. Point Unstract to your existing storage—S3, Google Drive, Dropbox, or data lakes. No migration needed. Support for 50+ formats and types including PDFs, images, Excel, and even handwritten forms.

Define what you want to extract

Use the no-code Prompt Studio to tell Unstract exactly what to extract. LLMWhisperer, the built-in text extractor, extracts data from any financial document with 99% accuracy.

Review exceptions

Validate extracted data against IRS business rules, coverage limits, and compliance requirements. Flag exceptions for review while allowing clean data to flow through.

Push data into your systems

Save extracted data as JSON, CSV, or push it to your data warehouse. Set up once and run forever. Every document follows your rules, whether reviewed or automated.

Pull all your documents

Turn every document into a data stream Point Unstract to your existing storage—S3,Google Drive, Dropbox,or data lakes. No migration needed. Support for 50+formats and types including PDFs, images, Excel, and even handwritten forms.

Define what you want to extract

Use the no-codePrompt Studio to tell Unstract exactly what to extract.LLMWhisperer, the built-in text extractor, extracts data from any financial document with 99% accuracy.

Review exceptions

Define clear roles for every member in your team and create custom approval hierarchies to review specific documents. Configure smart routing rules to flag exceptions, anomalies, or high-value documents.

Push data into your systems

Extracted data flows directly to your systems—as JSON,CSV, or as is to your data warehouse. Set up once and run forever. Every document follows your rules, whether reviewed or fully automated.

Connect the tools you already
use and trust

Enterprise-grade by design

FAQs

What tax forms can Unstract process?

Unstract handles all IRS tax forms including W-2s, 1099 series, Schedule K-1s, 1040s and all schedules, corporate returns (1120, 1065), and specialized forms like 5471, 8938, and estate tax returns. We continuously update our models to support new forms and revisions.

How accurate is the data extraction?

Our platform achieves at least 95% accuracy on standard tax forms. Every extraction includes confidence scores, and our validation layer catches potential errors before they impact your workflow.

How long does implementation take?

Most firms are operational within 48 hours for standard workflows. Complex enterprise deployments with custom integrations usually complete within 2-3 weeks. Our implementation team handles the entire setup process.

Can Unstract handle handwritten forms?

Yes. Our advanced OCR and AI models are trained on millions of handwritten tax documents. While typed forms achieve the highest accuracy, handwritten documents are processed with intelligent validation to ensure data quality.

What about data security and client confidentiality?

Unstract is SOC 2 Type II certified and maintains bank-level security. All data is encrypted in transit and at rest. We offer zero-retention processing where data is immediately purged after processing. Complete audit trails ensure compliance with professional standards.