No credit card required · 3 free documents to start

Extract 1040 Income and Tax Fields

Extract common 1040 fields such as AGI, taxable income, deductions, credits, and tax amounts into reviewable structured data.

✓ Common 1040 and schedule fields✓ Review-first confidence scores✓ Structured exports✓ REST API included
Also available as a ChatGPT GPT

Parse a 1040 in 3 steps

Start with a representative file, review the confidence signals, and verify the output against the source.

📤
Step 1

Upload the tax return

Start with a supported 1040-family return or schedule and a representative tax year.

⚡
Step 2

Extract configured tax fields

The parser identifies available income, deduction, credit, payment, and tax fields with confidence signals.

📦
Step 3

Review for your workflow

Verify all tax data against the complete return before using the structured output downstream.

See it in action — try a sample

Use our sample document or upload your own. See exactly what you'll get.

Try it now
Upload a 1040 to see the extracted data

Drop your 1040 here or click to upload

PDF (including scanned), DOCX, XLSX, PNG, JPG, WEBP — up to 4.5MB

or

Built for production, not demos

Reviewable outputs and integration options for repeatable document-processing workflows.

Common 1040 Forms

1040, 1040-SR, 1040-NR, and common schedules (A, B, C, D, E).

Income Verification

Extract AGI, wages, business income, investment income for loan underwriting.

Schedule Support

Parse attached schedules for complete financial picture.

Extracted Fields

Every 1040 is parsed into structured JSON with these fields

tax_yearfiling_statustaxpayer_nametaxpayer_ssn_last4spouse_namespouse_ssn_last4addressline1_wagesline2b_taxable_interestline3b_ordinary_dividendsline4a_ira_distributionsline5a_pensionsline6a_social_securityline7_capital_gain_lossline8_other_incomeline9_total_incomeline10_adjustmentsline11_agiline12_standard_or_itemizedline15_taxable_incomeline16_taxline25a_w2_withholdingline26_estimated_paymentsline35a_refundline37_amount_owed

Why use a structured extraction workflow

Get reviewable structured data from your documents, with confidence signals that show where a human check may help.

Built for reviewable structured data

Upload a representative supported PDF, scan, or photo, review the returned fields, and export JSON, CSV, or Excel for downstream use.

Confidence signals for review

Returned configured fields include confidence signals to help prioritize review. A confidence value is not a guarantee that a field is correct.

Published data-handling details

Review the current security and privacy pages before submitting sensitive documents, including how source files and structured results are handled.

Per field

Confidence signals

PDF · scan · photo

Accepted inputs

JSON · CSV · Excel

Export formats

3 free

No card required

Frequently Asked Questions

Which tax forms do you support?

Coverage varies by form, schedule, and year. Test representative 1040, 1040-SR, 1040-NR, and attached schedules from your workflow and review the current schema.

Can lenders use this in an income-review workflow?

The API can provide configured return fields for human-reviewed underwriting. It does not independently verify identity, authenticity, income, eligibility, or creditworthiness.

Do you extract data from schedules?

Configured schedule fields may be returned when included. Schedule coverage varies, so compare every required value with the complete source return.

How do you handle multi-year returns?

Batch and asynchronous workflows are available for supported document types. Start with representative files, review the returned fields, and confirm the current limits in the dashboard or API documentation.

Simple Monthly Pricing

Start with 3 free documents. Upgrade to a monthly plan when you need more.

Free
Try it out
$0

Free forever · 3 docs

  • ✓3 free document parses
  • ✓All export formats (JSON, CSV, Excel)
  • ✓API access included
  • ✓No credit card required
Lite
Occasional use
$9/mo

$0.45 / doc · 20 docs/mo

  • ✓20 documents / month
  • ✓All export formats (JSON, CSV, Excel)
  • ✓API access included
  • ✓Cancel anytime
Starter
Regular use
$29/mo

$0.58 / doc · 50 docs/mo

  • ✓50 documents / month
  • ✓All export formats (JSON, CSV, Excel)
  • ✓API access included
  • ✓Cancel anytime
Most Popular
Pro
Growing teams
$79/mo

$0.40 / doc · 200 docs/mo

  • ✓200 documents / month
  • ✓All export formats (JSON, CSV, Excel)
  • ✓Full API access
  • ✓Batch upload support
  • ✓Cancel anytime
Business
High-volume automation
$199/mo

$0.20 / doc · 1000 docs/mo

  • ✓1,000 documents / month
  • ✓All export formats (JSON, CSV, Excel)
  • ✓Full API access
  • ✓Batch upload support
  • ✓Webhook integration
  • ✓Priority processing
  • ✓Cancel anytime

All plans include full API access. Cancel anytime.

Common questions

Why pay when I only need a few documents?

Start with the 3 free parses. If the workflow fits your documents, Starter ($29/mo) gives you 50 more at $0.58 per document. Cancel anytime.

How accurate is the extraction?

1040 output includes confidence scores. Tax returns can be complex, so verify extracted amounts and schedules against the source before relying on them.

Can I use the API programmatically?

Yes. Every plan includes full API access. Your API key is in the dashboard the moment you sign up. Check the API docs for code samples in cURL, Python, and Node.

What file formats do you support?

The current upload flow accepts PDF (including scans), PNG, JPG, and WEBP files up to 4.5MB. Return complexity varies, so test a representative file and verify schedules and totals.

What happens to my documents?

Documents are processed and discarded. We do not store your files after extraction. The extracted data lives in your account until you delete it.

Stop copying data by hand

Start with 3 free 1040 documents and review the output before upgrading.

No credit card. Review-first testing. Cancel anytime.